Enrolling a contact in multiple sequences

[MAregger1]

Hi, 

Any hacks, workaround ideas or else on how I can enroll a contact in multiple sequences to manage and automate quote follow-up if I have contacts that order / request often and buying cycles can take half a year? 

The obvious choice would be workflows and marketing email, but running the risk of very generic email and delivery issues.

cheers in advance

[Nhal]

Gotcha ! This kind of follow-up gets tricky with longer sales cycles. Just to double-check, are you managing quotes through deals or straight from contacts?

One workaround I’ve used: break your follow-ups into smaller sequences (say, one for “Initial Quote,” another for “3-Month Nudge,” and so on), then control when each one triggers using a custom property like followup_stage.

Here’s a quick setup to try:

Add a dropdown property called followup_stage.

Use a workflow to set that value based on deal activity or contact behavior.

When that changes, trigger enrollment into the next sequence.

You’ll still need to keep an eye on overlap, since HubSpot won’t let a contact sit in more than one sequence at a time, but this helps stagger them and avoid overly generic marketing emails. If deliverability’s been spotty, checking your DKIM or using a separate subdomain can really help. Let me know how it goes.

[karstenkoehler · Accepted solution]

Hi @MAregger1,

Aside from breaking longer sequence into shorter ones so they don't conflict – no. Contacts can only be enrolled in one sequence at a time and as far as I know, there aren't any ways to bypass this.

Sending automated emails with Marketing Hub Professional or Enterprise would indeed be the "right" way to go about this. There might be delivery issues, yes, but with proper authentication and potentially the transactional email add-on, you should be in a good place. https://knowledge.hubspot.com/marketing-email/how-to-use-transactional-email-in-hubspot

Best regards!