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sequences and automation

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Top Contributor

i have multiple sequences set up to send to our clients (we are B2C) .

When the contact comes to the end of the sequence, i want to be able to set up a workflow or automation that will change their status.

currently there is no way to do this.. ? all i have found to do is set a task at end of the sequnce to remind me to manually change their status. not ideal when we have hundreds of new contacts every week.

will this be resolved? this seems like very basic automation capability.

 

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Community Thought Leader


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Q: When the contact comes to the end of the sequence, i want to be able to set up a workflow or automation that will change their status.

 

Short A: This is not functionality available in the HubSpot Sales Pro sequences tool (by design).

 

Longer A:

This functionality IS available in the HubSpot Marketing tool. Ideally, you would send your email series as part of a workflow, then trigger the 'status' change upon completion. The marketing tool can be used to send email from any HubSpot user (including sales associates).

 

Hope that helps. 

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Your Remote HubSpot Partner

www.MFrankJohnson.com

 

Please include @MFrankJohnson if you'd like me to respond.

Hope that helps.

 

Best,
Frank

 

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Community Thought Leader


2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

Q: When the contact comes to the end of the sequence, i want to be able to set up a workflow or automation that will change their status.

 

Short A: This is not functionality available in the HubSpot Sales Pro sequences tool (by design).

 

Longer A:

This functionality IS available in the HubSpot Marketing tool. Ideally, you would send your email series as part of a workflow, then trigger the 'status' change upon completion. The marketing tool can be used to send email from any HubSpot user (including sales associates).

 

Hope that helps. 

share-on-Linkedin-Button-75x19.png 


Your Remote HubSpot Partner

www.MFrankJohnson.com

 

Please include @MFrankJohnson if you'd like me to respond.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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Top Contributor

thanks for your reply. 

I understand I could acess this function via marketing workflow. But i want it to be added to sales CRM capabilities. The clients who are receiving the sequence are already sales qualified, why would i put them on a marketing email workflow? 

Also with sequences, the sequence will stop once a contact sends a response. i believe this wouldnt happen with workflows, you would have to manually stop it. 

 

 

Community Manager

Hey @keriestewart do your marketing team leverage customer nurturing / re-engagement campaigns?

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New Contributor

Similarly, is it possibly to trigger a Sequence when a Lead Status is changed?

 

i.e.: if Lead Status = Sale , then Enroll in Sequence?

Highlighted
Top Contributor

FYI - for any others out there , i did find my own solution to this. i set up a workflow that is triggered by email subject, in my case "Keep in touch" 

whenever an email with that subject is sent ,the contact property lead status is updated to moved to newsletter. 

Visitor

Is there any chance to , if you create a sequence with the task: calling inmediately, and the customer don´t take the phone, keep him in the sequence although you have seted up:  it there is not action in 3 days....send the next email

Because calling is an action, but if my customer don´t take the phone I would like to carry on sending him the emails.

Cheers!!

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Top Contributor
nice workaround!
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