Create a deal each time a sequence is sent

[marshall_parr]

I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire.

I've tried various ways to get this to work, and I'm having no issue with getting the workflow to work the first time, the issue is getting the workflow to re-enroll if the sequence is sent to the contact for a second time.

The below is my trigger using the ID of the relevant sequence:

I've seleted to re-enroll based on 'Last sequence enrolled':

And I have also selected to unenroll contacts that no longer meet the trigger criteriam as I'm assuming the issue initially was the contact were not being removed from the workflow, thus couldn't be re-enrolled:

Can anyone advise on either getting this workflow to re-enroll successfully or suggest an alternative way of triggering the workflow more than once (triggering based on e.g Forms being submitted is not an option since we receive enquires via various sources).

[karstenkoehler · Accepted solution]

Hi @marshall_parr,

Adding this as a re-enrollment trigger should to the trick:

Unenrollment criteria actually do not play a role here. The reason why deals were not re-enrolled is that the value in 'Last sequence enrolled' did not change. For re-enrollment to trigger, HubSpot needs to see that something happens within a property value. If it stays exactly the same, HubSpot won't re-enroll. (Re-enrollment would work if the value in this property changed to another sequence in between.)

With the 'Number of sequences enrolled' enrollment criterion, this number changes with each enrollment. HubSpot interprets 'is known' as 'has changed', too, so an additional enrollment will increase the number and HubSpot will trigger re-enrollment.

Best regards!

[franksteiner79 · Accepted solution]

Hi @marshall_parr 

Would you be able to share the full workflow, or give an indication of the delays and actions that are happening in it? Also how "long" is the sequence you are enrolling prospects in?

Personally I have never used the "unenroll contacts that no longer meet the trigger criteria" as I found it could get a bit messy. For example - and that's me making some assumptions on your workflow and sequence - the following could happen:

1. You enrol me in the sequence
2. That enrols me in the WF
3. I reply to the sequence email or book a meeting
4. That takes me out of the sequence
5. That means I no longer meet the WF enrolment criteria
6. That means I get kicked out of the WF

Have you used the "test" option in the WF tool or checked the actions log, as both features can provide some more detail on why something did or didn't happen?

Thanks

Frank

[karstenkoehler · Accepted solution]

Hi @marshall_parr,

Adding this as a re-enrollment trigger should to the trick:

Unenrollment criteria actually do not play a role here. The reason why deals were not re-enrolled is that the value in 'Last sequence enrolled' did not change. For re-enrollment to trigger, HubSpot needs to see that something happens within a property value. If it stays exactly the same, HubSpot won't re-enroll. (Re-enrollment would work if the value in this property changed to another sequence in between.)

With the 'Number of sequences enrolled' enrollment criterion, this number changes with each enrollment. HubSpot interprets 'is known' as 'has changed', too, so an additional enrollment will increase the number and HubSpot will trigger re-enrollment.

Best regards!

[marshall_parr]

That's really useful to know, thanks Karsten.

[marshall_parr]

Thanks Karsten!

Using this as my re-enrollment trigger worked! I now realise that my workflow will re-enroll based  this criteria (whilst also checking that the sequence matches the one defined in my workflow).

[MrJustinGivens]

@marshall_parr you can use Goals of the Workflow to ensure the correct contacts reenroll when they should.

For example, the contact doesn't have any open deals.

Justin Givens HUG Leader & Community Champion Resident HubSpot Nerd | Image in a Box   (256) 886-8269 | (256) 434-5877 justin@imageianbox.com imageinabox.com Schedule a time to talk Let's connect on LinkedIn