Creating task using sequence to a contact in a certain deal property
SOLVE
Hello,
Si i want to use sequences to create tasks to my internal team with respect to certain deal criteria. So far i am using a workflow to enroll contacts in my sequence, but when i need to enroll in the sequence, i need to specify enroled as : "Certain email"
Is there any way to enrol as a contact that is found inside the deal i have (contact populated in a certain property inside my deal)
So basically, enrol contact in sequence as "Deal owner"
If I'm understanding properly, you would like to know if it would be possible to enroll a deal owner (an internal HubSpot user) or deal property in a sequence. Is that correct?
The requirement for sequence enrollment is a contact's email address. You would need to create contact records for each of your users and then enroll them in the sequence.
However, I would instead recommend using the internal notification feature for workflows. This way you can enroll your users based on certain criteria, such as a deal owner and a specific deal stage for example.
Best,
Kristen
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If I'm understanding properly, you would like to know if it would be possible to enroll a deal owner (an internal HubSpot user) or deal property in a sequence. Is that correct?
The requirement for sequence enrollment is a contact's email address. You would need to create contact records for each of your users and then enroll them in the sequence.
However, I would instead recommend using the internal notification feature for workflows. This way you can enroll your users based on certain criteria, such as a deal owner and a specific deal stage for example.
Best,
Kristen
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !