Lists, Lead Scoring & Workflows

LPatterson5
Membro

Sequences and workflows

resolver

Hi, 

 

I know if my sales team are sending a sequence the contact doesn't need to be enrolled as a marketing contact, but if there is a workflow behind the sequence, do they need to be marketing contacts?

 

Thanks

L

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Sequences and workflows

resolver

Hi @LPatterson5,

 

Only if that workflow has actions related to marketing email sends or ads. Does it?

 

Otherwise, workflow enrollment in itself doesn't require a contact to be a marketing contact. However, for example, marketing email sends would not execute for non-marketing contacts.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Sequences and workflows

resolver

Hi @LPatterson5,

 

Only if that workflow has actions related to marketing email sends or ads. Does it?

 

Otherwise, workflow enrollment in itself doesn't require a contact to be a marketing contact. However, for example, marketing email sends would not execute for non-marketing contacts.

 

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.

LPatterson5
Membro

Sequences and workflows

resolver

Thank you! No it's a sales communication, they're in the funnel and it's part of the cycle. Once they drop out of the funnel the comms stop. Good to know, thank you! 

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