1. Zapier can’t directly enroll contacts into HubSpot sequences. You can, however, automate related tasks like updating contact properties, but manual enrollment is still needed.
2. On HubSpot’s Enterprise plan, you can fully automate sequence enrollment using workflows.
For direct automation, upgrading to the Enterprise plan is your best option.
How can I automate enrolling a contact into a sequence?
SOLVE
I understand that "Enterprise" plans are made for larger companies with more employees and more data and more complex IT requirements. But I don't think it's right when basic functionalities that are state of the art are cut just to force users to buy expensive plans that they don't need due to the size of the company.
Therfore today is the first day that I'm longing to go back to Salesforce, as we are facing the same issue.
This is what we found out as a "semiautomated workaround":
1. You can't fill a dynamic (active) list from a workflow
2. You have to create a dynamic (active) list with the contacts in the system outside of the workflows and filter it so that it contains the desired contact records.
3. Then, whenever you want, you have to manually trigger the inclusion of the filtered (displayed) records in the list by clicking the "add to sequence" button and then these new records would go through the sequence.
Sorry to say Hubspot, but this is not what we expected.
Since Zapier can't do this, the question is whether there are other tools like "Make" that can do this? Does anyone have experience with this?
1. Zapier can’t directly enroll contacts into HubSpot sequences. You can, however, automate related tasks like updating contact properties, but manual enrollment is still needed.
2. On HubSpot’s Enterprise plan, you can fully automate sequence enrollment using workflows.
For direct automation, upgrading to the Enterprise plan is your best option.
Related to this, do you know if enrolling contacts on another person's behalf is possible? I mean, manually enrolling a contact but changing the sender's email
