Sales Email

MarionFrelon
Participant | Partenaire solutions
Participant | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

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 Solutions acceptées
MFrankJohnson
Solution
Leader d'opinion

Create a workflow for contact enrolled in sequences

Résolue

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


www.mfrankjohnson.com

Voir la solution dans l'envoi d'origine

0 Votes
PamCotton
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Create a workflow for contact enrolled in sequences

Résolue

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

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Voir la solution dans l'envoi d'origine

karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

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
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.

Voir la solution dans l'envoi d'origine

20 Réponses
Valentina-Fuzey
Participant

Create a workflow for contact enrolled in sequences

Résolue

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 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

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
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.

fdmz
Participant

Create a workflow for contact enrolled in sequences

Résolue

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

karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

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

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.

fdmz
Participant

Create a workflow for contact enrolled in sequences

Résolue

Thank you SO MUCH @karstenkoehler

MarionFrelon
Participant | Partenaire solutions
Participant | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

Great, thank you for this reply

0 Votes
ktfritchen
Contributeur

Create a workflow for contact enrolled in sequences

Résolue

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

0 Votes
PamCotton
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Create a workflow for contact enrolled in sequences

Résolue

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 !


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Join regional conversations by changing your language settings !




ktfritchen
Contributeur

Create a workflow for contact enrolled in sequences

Résolue

Upvoted. Thanks, Pam

JeremyHong
Contributeur | Partenaire solutions Diamond
Contributeur | Partenaire solutions Diamond

Create a workflow for contact enrolled in sequences

Résolue

@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 | Partenaire solutions Gold
Participant | Partenaire solutions Gold

Create a workflow for contact enrolled in sequences

Résolue

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 Votes
MFrankJohnson
Leader d'opinion

Create a workflow for contact enrolled in sequences

Résolue

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


www.mfrankjohnson.com
0 Votes
JeremyHong
Contributeur | Partenaire solutions Diamond
Contributeur | Partenaire solutions Diamond

Create a workflow for contact enrolled in sequences

Résolue

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

ConnorSlivensky
Conseiller clé | Partenaire solutions Elite
Conseiller clé | Partenaire solutions Elite

Create a workflow for contact enrolled in sequences

Résolue

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 | Partenaire solutions
Participant | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

Hi Connor,

 

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

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 Votes
ConnorSlivensky
Conseiller clé | Partenaire solutions Elite
Conseiller clé | Partenaire solutions Elite

Create a workflow for contact enrolled in sequences

Résolue

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

 

@MFrankJohnson do you have any ideas?

MFrankJohnson
Solution
Leader d'opinion

Create a workflow for contact enrolled in sequences

Résolue

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


www.mfrankjohnson.com
0 Votes
MarionFrelon
Participant | Partenaire solutions
Participant | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

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 | Partenaire solutions
Participant | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

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 Votes
MarionFrelon
Participant | Partenaire solutions
Participant | Partenaire solutions

Create a workflow for contact enrolled in sequences

Résolue

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

Thanks again

0 Votes