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joneskristie
Membro

Connecting sequences

resolver

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

Connecting sequences

resolver

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

Beratungstermin mit Karsten vereinbaren

 

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Evans4316
Colaborador(a)

Connecting sequences

resolver

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

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kvlschaefer
Gerente da Comunidade
Gerente da Comunidade

Connecting sequences

resolver

Thanks for sharing, @Evans4316


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

Connecting sequences

resolver

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
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.

NParshotam
Colaborador(a)

Connecting sequences

resolver

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

 

I will submit an idea / suggestion.

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