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joneskristie
Member

Connecting sequences

SOLVE

Hi-

I'm trying to connect 2 sequences. 

ie - When the first sequence ends, I want to wait X number of days and then enroll those contacts in 2nd related sequence. How do I do that? 

 

Thanks! 

Kristie

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

Connecting sequences

SOLVE

Hi @joneskristie,

 

Unfortunately this can't be done with a Professional license, it's possible only in Sales or Service Hub Enterprise. There it can be accomplished with a contact-based workflow. Since recently, sequence enrollment can be automated via workflow:

 

karstenkoehler_1-1628244649231.png

 

This is what a workflow would look like:

 

karstenkoehler_0-1628244627841.png

 

Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. You can access the sequence ID by look at the sequence URL: https://app.hubspot.com/sequences/THIS_IS_THE_PORTAL_ID/sequence/THIS_IS_THE_SEQUENCE_ID /edit

 

Without the Enterprise subscription, you would unfortunately have to manually enroll contact in the next sequence. You can speed up this manual work by using the contact index page (Menu > Contacts > Contacts) and filtering this view by the same criteria as the workflow enrollment triggers.

 

Alternatively, if you always want to enroll contacts from sequence 1 into sequence 2, I'd recommend simply combining them.

 

Let me know if you have any follow-up questions!

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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4 Replies 4
Evans4316
Contributor

Connecting sequences

SOLVE

I have a task called 'Phase 2' that starts the next Sequence emails. 

0 Upvotes
kvonloesecke
Community Manager
Community Manager

Connecting sequences

SOLVE

Thanks for sharing, @Evans4316


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

Connecting sequences

SOLVE

Hi @joneskristie,

 

Unfortunately this can't be done with a Professional license, it's possible only in Sales or Service Hub Enterprise. There it can be accomplished with a contact-based workflow. Since recently, sequence enrollment can be automated via workflow:

 

karstenkoehler_1-1628244649231.png

 

This is what a workflow would look like:

 

karstenkoehler_0-1628244627841.png

 

Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. You can access the sequence ID by look at the sequence URL: https://app.hubspot.com/sequences/THIS_IS_THE_PORTAL_ID/sequence/THIS_IS_THE_SEQUENCE_ID /edit

 

Without the Enterprise subscription, you would unfortunately have to manually enroll contact in the next sequence. You can speed up this manual work by using the contact index page (Menu > Contacts > Contacts) and filtering this view by the same criteria as the workflow enrollment triggers.

 

Alternatively, if you always want to enroll contacts from sequence 1 into sequence 2, I'd recommend simply combining them.

 

Let me know if you have any follow-up questions!

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

NParshotam
Contributor

Connecting sequences

SOLVE

Thanks! This should work. However, would be good if we had sequence name instead of sequence ID!

 

I will submit an idea / suggestion.

0 Upvotes