Lists, Lead Scoring & Workflows

ACD26
Participant

Enrollment Trigger Sequence Based

SOLVE

I want to enroll a contact into a work flow based off them having booked a meeting from a specific sequence. Is this possible? 

 

I see that I can do something of the sort based on the status of the sequence, but not the status of the contact within the sequence.

 

Here is what I have that I think may work, but I'm unsure due to the fact of them becoming unenrolled once the meeting is booked.

 

Screenshot 2024-07-13 at 11.38.03 AM.png

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Enrollment Trigger Sequence Based

SOLVE

Hi @ACD26,

 

In a workflow, choose the 'When an event occurs' enrollment option. When you do, you can find this option:

 

karstenkoehler_1-1721032530004.png

 

 

karstenkoehler_0-1721032506987.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Enrollment Trigger Sequence Based

SOLVE

Hi @ACD26,

 

In a workflow, choose the 'When an event occurs' enrollment option. When you do, you can find this option:

 

karstenkoehler_1-1721032530004.png

 

 

karstenkoehler_0-1721032506987.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

ACD26
Participant

Enrollment Trigger Sequence Based

SOLVE

I can't believe I missed that. Thank you!

 

is that option also available if I were trying to enroll a contact into a deal based on them being in a specific sequence too?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Enrollment Trigger Sequence Based

SOLVE

@ACD26 do you mean a deal-based workflow? If so, not, that's not possible. This option is exclusive to contact-based workflows.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
ACD26
Participant

Enrollment Trigger Sequence Based

SOLVE

Nope. I mean a contact based workflow. The trigger would be they enrolled in a specific sequence and the follow up would be a record is created (the record being a new deal within a pipeline)?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Enrollment Trigger Sequence Based

SOLVE

@ACD26 since this is not an unenrollment trigger for sequences, there is no link between record creation and sequence, no: https://knowledge.hubspot.com/sequences/unenroll-from-sequence#automatic-unenrollment – thus it can also not be attributed / referenced directly.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

ACD26
Participant

Enrollment Trigger Sequence Based

SOLVE

Got it. I figured the unenrollment may be an issue. 

Thank you so much for your help! I always see your responses throughout the community!