I would like to create a workflow trigger for a sequence for Customer Success

[abigailgn]

I am trying to create a workflow that triggers based on the Customer Success stage of a company. 

For example, when a company moves to Live - New, I would like to automatically enroll all contacts in a Customer Success sequence. Currently, the only triggers I see for this workflow are based on page views or forms. 

How do?

[GRajput · Accepted solution]

Hi @abigailgn 

For this you can use the Trigger Stage is equal to Live - Now and after that use the action Enroll in Sequence. 

Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.

Thanks!

[abigailgn]

Hi Guarav! This works for now. I wonder when HubSpot will give its users the ability to turn the unenrollment triggers off. We want people to respond but I need the full sequence to run its' course in order to complete the onboarding process.