Sales Email

MarionFrelon
Participant | Partner
Participant | Partner

Create a workflow for contact enrolled in sequences

SOLVE

Hello,

 

I have been trying to create a workflow based on contacts already enrolled in sequences but can not set the enrollement trigger as it does not show sales emails in the list of trigger (marketing email ok but not sales email).

What I would like to do is that all contacts enrolled in any sequence would have its lifecycle stage updated to Sales Qualified Lead and its status updated to "attempted to contact". DOes anybody have an idea on this?

 

It would help a lot.

 

Thanks !

 

Have a great day

 

Marion

3 Accepted solutions
MFrankJohnson
Solution
Thought Leader

Create a workflow for contact enrolled in sequences

SOLVE

Short Answer: Sorry, no.

 

There is currently somewhat of a disconnect between HubSpot Sequences and HubSpot Marketing functionality. You may read about some of that in the Ideas Forum.
- see [HubSpot Ideas] Filter Contacts by Sequence Enrollment

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
PamCotton
Solution
Community Manager
Community Manager

Create a workflow for contact enrolled in sequences

SOLVE

Hello @ktfritchen,

 

I was able to find this post in the HubSpot Community Ideas forum. The idea is currently being reviewed.

Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




View solution in original post

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

Create a workflow for contact enrolled in sequences

SOLVE

Hi @MarionFrelon,

 

As of this month, there are more filter options for sequences available in lists and workflows:

 

karstenkoehler_0-1621484206306.png

However, I believe that this was possible before already.

 


@MarionFrelon wrote:

What I would like to do is that all contacts enrolled in any sequence would have its lifecycle stage updated to Sales Qualified Lead and its status updated to "attempted to contact". DOes anybody have an idea on this?


This could be achieved with the following criteria:

 

karstenkoehler_1-1621484300780.png

 

With the latest update, you could further specify the Last sequence enrolled, the total Number of sequences enrolled etc.

 

If this resolves the issue for you, you can help the community (and make my day) by marking this post as a solution.

 

Best regards!

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.

View solution in original post

20 Replies 20
Valentina-Fuzey
Participant

Create a workflow for contact enrolled in sequences

SOLVE

Any idea on how to trigger a workflow when someone in a sequence replies to the email? Seems unbelievable that you can do that for marketing emails but not for sequence emails...

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

Create a workflow for contact enrolled in sequences

SOLVE

Hi @MarionFrelon,

 

As of this month, there are more filter options for sequences available in lists and workflows:

 

karstenkoehler_0-1621484206306.png

However, I believe that this was possible before already.

 


@MarionFrelon wrote:

What I would like to do is that all contacts enrolled in any sequence would have its lifecycle stage updated to Sales Qualified Lead and its status updated to "attempted to contact". DOes anybody have an idea on this?


This could be achieved with the following criteria:

 

karstenkoehler_1-1621484300780.png

 

With the latest update, you could further specify the Last sequence enrolled, the total Number of sequences enrolled etc.

 

If this resolves the issue for you, you can help the community (and make my day) by marking this post as a solution.

 

Best regards!

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.

fdmz
Participant

Create a workflow for contact enrolled in sequences

SOLVE

@karstenkoehler How can I mark your post as a solution?

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Create a workflow for contact enrolled in sequences

SOLVE

Only the person who started the thread can, @fdmz, thank you though 🙂

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.

fdmz
Participant

Create a workflow for contact enrolled in sequences

SOLVE

Thank you SO MUCH @karstenkoehler

MarionFrelon
Participant | Partner
Participant | Partner

Create a workflow for contact enrolled in sequences

SOLVE

Great, thank you for this reply

0 Upvotes
ktfritchen
Contributor

Create a workflow for contact enrolled in sequences

SOLVE

This is something that I specifically asked the HS sales rep about and he said that it was possible... Frustrating 😞

0 Upvotes
PamCotton
Solution
Community Manager
Community Manager

Create a workflow for contact enrolled in sequences

SOLVE

Hello @ktfritchen,

 

I was able to find this post in the HubSpot Community Ideas forum. The idea is currently being reviewed.

Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




ktfritchen
Contributor

Create a workflow for contact enrolled in sequences

SOLVE

Upvoted. Thanks, Pam

JeremyHong
Contributor | Diamond Partner
Contributor | Diamond Partner

Create a workflow for contact enrolled in sequences

SOLVE

@MarionFrelon @MFrankJohnson @ConnorSlivensky 

 

Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No".

 

Option 1:

While you aren't able to specify which sequences you'd like to build a workflow off of, there IS a DEFAULT contact property called "Now in sequence". 

 

That being said, and considering that it sounds like you're primarily using sequences for cold outreach, you could create the workflow below:

 

Enrollment Trigger: Contact Property "Now in Sequence" is known.

Action 1: Update lead status to "Attempted to Contact". 

 

I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence. 

 

Option 2:

Create a custom property - eg. "Enrolled in X". 

Whenever your reps enroll/multi-enroll people into a sequence, have them also batch-set the custom property for the contacts being enrolled.

Use custom property in workflows.

 

Again, not the most elegant of solutions, but this would give you the ability to specifiy which sequences you'd like to build workflows off of. 

 

Hope this helps! 

jackyb
Participant | Gold Partner
Participant | Gold Partner

Create a workflow for contact enrolled in sequences

SOLVE

This is the most helpful post from the thread. Wish HS had more user friendly options.

 

 

 


@JeremyHong wrote:

@MarionFrelon @MFrankJohnson @ConnorSlivensky 

 

Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No".

 

Option 1:

While you aren't able to specify which sequences you'd like to build a workflow off of, there IS a DEFAULT contact property called "Now in sequence". 

 

That being said, and considering that it sounds like you're primarily using sequences for cold outreach, you could create the workflow below:

 

Enrollment Trigger: Contact Property "Now in Sequence" is known.

Action 1: Update lead status to "Attempted to Contact". 

 

I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence. 

 

Option 2:

Create a custom property - eg. "Enrolled in X". 

Whenever your reps enroll/multi-enroll people into a sequence, have them also batch-set the custom property for the contacts being enrolled.

Use custom property in workflows.

 

Again, not the most elegant of solutions, but this would give you the ability to specifiy which sequences you'd like to build workflows off of. 

 

Hope this helps! 


 

0 Upvotes
MFrankJohnson
Thought Leader

Create a workflow for contact enrolled in sequences

SOLVE

Of course you are correct, Hong. Must've been smokin crack when I originally answered this thread. haha 😉

 

While not elegant (as you point out), even a workaround is generally better than a 'no'. Good catch.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
JeremyHong
Contributor | Diamond Partner
Contributor | Diamond Partner

Create a workflow for contact enrolled in sequences

SOLVE

Ha! Nothing wrong with a little crack every now and then Smiley LOL

ConnorSlivensky
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Create a workflow for contact enrolled in sequences

SOLVE

Is there not a "sequence status" option as there is for workflows? Sorry I only work in Marketing Hub but I think those triggers should be there, in which case you'd use contact is "currently enrolled in x sequence" as your trigger.

MarionFrelon
Participant | Partner
Participant | Partner

Create a workflow for contact enrolled in sequences

SOLVE

Hi Connor,

 

thank you for answering my request. I have looked for such status option but could not find itSmiley Frustrated

This is why I asked if anybody could guide me through sales workflows to maybe find it but you're right I think there should be one.

 

Marion

0 Upvotes
ConnorSlivensky
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Create a workflow for contact enrolled in sequences

SOLVE

That's odd since sequences are very similar to workflows. 

 

@MFrankJohnson do you have any ideas?

MFrankJohnson
Solution
Thought Leader

Create a workflow for contact enrolled in sequences

SOLVE

Short Answer: Sorry, no.

 

There is currently somewhat of a disconnect between HubSpot Sequences and HubSpot Marketing functionality. You may read about some of that in the Ideas Forum.
- see [HubSpot Ideas] Filter Contacts by Sequence Enrollment

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
MarionFrelon
Participant | Partner
Participant | Partner

Create a workflow for contact enrolled in sequences

SOLVE

well that's exactly it... and unfortunately it asnwers the negative way but at least it answers.

 

Thank you very much @MFrankJohnson and @ConnorSlivensky  for helping out.

 

Have a good weekend

MarionFrelon
Participant | Partner
Participant | Partner

Create a workflow for contact enrolled in sequences

SOLVE

I can see Workflow status indeed but as you can see on capture below there is no "sequence status", not even when I go to the Activity dropdown menu, I get a "call status or task status" properties but nothing for sequences.

 

Capture.JPG

0 Upvotes
MarionFrelon
Participant | Partner
Participant | Partner

Create a workflow for contact enrolled in sequences

SOLVE

I'm gonna have a closer look at sequence status as you suggested and will be back if anything new.

Thanks again

0 Upvotes