How can I automate enrolling a contact into a sequence? Zapier, Automate.io
resolver
Got it, thank you for the additional infomation.
Our product team is currently working on enhancements for the Sequences tool, including automated enrollment. You can follow this Ideas thread for more information.
How can I automate enrolling a contact into a sequence? Zapier, Automate.io
resolver
Hi Ed,
Yes, I was informed after asking the question where to submit ideas/requests.
I am using this for a 1:1 type conversation and the requested feature would be to automate enrolling 1 contact into a specific sequence as determined by the google sheet trigger.
In regards to the reference thread, hubspot allows templates so multiple people can be enrolledinto the same sequence, 1 at a time, so I understand your point about seeing that as a marketing flow, but this is for a 1-off conversation.
I am interested in rules to maintain the 1:1 type conversation with the automation.
How can I automate enrolling a contact into a sequence? Zapier, Automate.io
resolver
I have a similar request, with the idea of keeping the 1:1 connection, but just automating tasks.
Instead of manually enrolling a lead in a sequence at a particular lead stage, the lead is automatically enrolled with the next lead stage as a trigger.
I tried this through workflows, and it could be as simple as allowing a contact to be enrolled in a sequence just as it would allow a contact to be enrolled in a workflow based on that trigger.