I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.
I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y'
The ability to enroll a contact into a sequence or set criteria to unenroll contacts, is now live to all Service Enterprise and Sales Enterprise customers! You will see the 'Enroll in Sequence' action listed under actions in Workflows.
We are still working on several related projects that I recommend folks follow, especially if you are interested more ways to set up automation between Sequenes and Workflows.
Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence.
I'd like to share some updates on the current beta for Enterprise customers and the upcoming features for Professional customers! A the bottom I've included a view of the designs we are currently planning and working towards for the Professional tier automation in Sequences.
Sales/Service Enterprise feature: Enroll in sequence and unenroll from sequence workflow actions:
We now have over 180 active beta participants using the feature!
We are making some slights tweaks to the working and the UI, including a link to a Knowledge Base aticle that explains details on types of trigger criteria to avoid
We are implementing internal monitoring to be made aware of concerning usage that as potential for abuse. This will include any types of Workflows that will trigger more than 100 contacts to be enrolled in a sequence from the same criteria. We will work to make this more clear in the product, but while this feature does provide full flexibility in Workflows, we strongly discourage the use of this feature to enroll lists on contacts, or to create trigger criteria that would result in high volumes of proactive outreach
Sales/ Service Professional feature: Embedded automation within Sequences settings
This functionality will allow for automation via Workflows directly within the settings of any Sequence
The triggers here are more limited, but we feel cover a vast majority of the use-cases that we are excited to support!
We have made good progress from our research and internal alignment, and have broken ground on initial development
We've finished development to include a new "Automation" tab to Sequences
There are still several kinks and use-cases we need to work out in the designs before we have full confidence in all the details for how this will ultimately function, but we are feeling gooing about the general direction!
Hi folks! I'm happy to let you all know that we've made a number of developments and we're now moving this idea to 'In beta'. We will begin accepting Enterprise customers into the beta next week. The Professional featurs (described below) are still in development, and I will update here once those features are also in beta.
We are developing automated enrollment and unenrollment of Sequences in 2 different places: automation settings added within Sequences, and Sequences actions added to Workflows.
In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. An 'Enroll in sequence' action and an `Unenroll from sequence` action.
`Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. The selected user/sender must have a paid Enterprise Sales or Service Hub seat.
'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. If the contact is not enrolled in a Sequence, nothing will happen, the step will be skipped. This feature will also be available at the Sales and Service Enterprise tier.
Still in development is an entirely new automation experience within Sequences that will allow for Workflow actions to be created within the settings of a Sequence. These settings will allow for automated enrollment of sequences, unenrollment of sequences, and soon more trigger actions and logic based on actions in Sequences.
Here is a video showing some of the concepts that we are currently planning and developing. The images in these videos are concepts, and the final designs and functionality are subject to change!
Thank you all for your patience as we reviewed and discussed the ability to "Use workflows to trigger a sequence". We're now planning to develop a solution to solve this need of automated enrollment. We will continue to monitor this board and provide an update once we are in development.
Thanks everyone who has contributed to this thread with comments and upvotes. We've been internally investigating ways to turn this idea into a reality. There are a number of great use-cases for how this could increase your teams efficiency, as well as numeruos potentially unwanted scenarios that we plan to avoid. This has made implementing a seemlingly simple feature to be surprisingly complicated!
If anyone would like to help, it would be great to discuss some of your use-cases, reasons, and ideas for how you would use this feature. I'd also like to share some questions and a few scenarios to get further thoughts and reactions to how we might implement this. I plan to start setting up some calls in the next several weeks.
If you're interested, please send me a direct message!
Given the Inbound announcments, I'm not optimistic about this feature. It seems like HubSpot wants customers to use Marketing Hub for increasingly personalized messages based on triggers. That's fine except Marketing Hub doesn't (easily) support using your own email newsletter code (you could code a newsletter to look like a "normal" email message). When you know someone or someone initiates contact with you, there's nothing better than a "normal" email message. Newsletters are a mass medium by virtue of their design. They're important (especially ad space in a media company's newsletter) but different.
Glad to see I'm not the only one scratching my head as to why this feature doesn't exist. What is the downside? Email servers getting flagged? This seems like it would be as much of if not more of an issue with bulk enroll than it would with a workflow. The reps keep recommending a marketing email...if that was an acceptable substitute for a 1-1 email, why would Sequences even exist? It's not, so they do. Whatever, here's my use case. Let's make this happen:
When we get a new lead, response time is key. A new user visits our site from paid media, and fills out a form to request information about one of our homes for sale. We want to get them that information, but also start a conversation. So, it's best to have a rep reach out right away, provide the information, and ask some follow-up questions. This is clearly a job for a 1-1 sequence. A large percentage of these leads come through after hours, so we need the computer to start the conversation.
We're currently automating this by Zap-ing our contacts over to Woodpecker, which is a solid product that anyone else experiencing this pain point should check out.
The original response to the request asked for use cases. Here is my use case.
We sell a niche B2B SaaS product. Contacts who provide corporate email addresses rather than free, personal (i.e. gmail, etc) addresses have a much higher close rate. I currently have a sequence to which I enroll all non-corporate email addresses. It explains that we sell to companies and that our product is not free nor cheap. It then asks for a corporate email address.
I'd like to have a workflow that kicks off this sequence OR sends a "thank you" email to get the sales process started.
Thank you all for your patience as we reviewed and discussed the ability to "Use workflows to trigger a sequence". We're now planning to develop a solution to solve this need of automated enrollment. We will continue to monitor this board and provide an update once we are in development.
we also need to be able to automatically "unenroll" people from sequences if more information is learned about the person. For instance, if they call in, and they get disqualified as a lead, that should be a trigger for removal from the sequence. Going back through and manually removing them is tedious and requires constant monitoring to make sure we don't send a second/third attempt to someone we cannot provide a solution.
I'm really surprised you can't enroll a contact into a sequence via workflow.
I was fully expecting that this would be possible and was shocked not to find it as an action. The workflow and sequence functionality is one of the main reasons I purchased.
From a productivity point of view, it would make no sense to have salespeople process each lead that comes in via a form to put them in a sequence. Also with the knowledge that fast responses make sales, everyone obviously wants very quick responses which would be delayed by manual sequence processing. You want that incoming form submission to get an immediate email.
Please add this ASAP. This is a serious limitation.
I upvote, and it would be also great to have an option to automatically enroll a contact into a new sequence once he has completed the first sequence. So we have sequence 1, and then we want to run sequence 2. Once a contact goes through sequence 1 with no outcome, he should automatically be enrolled in sequence 2.
