How can I automate enrolling a contact into a sequence? Zapier, Automate.io

SOLVE
Jefe
Contributor

How can I automate enrolling a contact into a sequence?

 

I would like to automate enrolling a contact into a sequence.

Could this be done with Zapier or Automate.io?

 

i.e. Using an email or Google Sheets row as a trigger to enroll the Hubspot contact into a sequence?

 

Is this possible?  If not, is this something I can develop OR how can I request this functionality?

 

Thanks,

 

Jefe

1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @Jefe,

 

This is now possible using contact-based workflows, available in Enterprise. See the screenshot of a contact-based workflow below:

 

karstenkoehler_3-1626500395436.png

 

This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters.

 

Let me know if you have any questions! You can help others find this information by accepting this as a solution. (I'd appreciate it!)

 

Have a great day

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

11 Replies 11
edjusten
HubSpot Employee

Hi @Jefe  I see that you've already added this as a suggestion to our ideas forum. For further context on why this is not a feature please refer to this thread comment by our inbound professor @cbsembler.  

 

Thank you,

Ed Justen


Did my post help answer your query? Help the Community by marking it as a solution
0 Upvotes
Jefe
Contributor

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.

jlyman
Participant

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.

karstenkoehler
Solution
Most Valuable Member

Hi @Jefe,

 

This is now possible using contact-based workflows, available in Enterprise. See the screenshot of a contact-based workflow below:

 

karstenkoehler_3-1626500395436.png

 

This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters.

 

Let me know if you have any questions! You can help others find this information by accepting this as a solution. (I'd appreciate it!)

 

Have a great day

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

Jefe
Contributor

Thanks for sharing. I have the sales starter package, so unfortunately this doesn't help me and I prefer to keep this open.

0 Upvotes
MiaSrebrnjak
Community Manager

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. 

 

Thanks

Mia


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


Jefe
Contributor
Nice for the Enterprise community. How would you do this as a grandfathered in sales starter subscriber?
0 Upvotes
Shep
Participant

Hi @karstenkoehler , that's exactly the solution I'm looking for! I have the professional verison of both the marketing and sales hub but the "enroll in a sequence" or "unenroll in a sequence" options don't appear for me in workflow actions. Any ideas why?

0 Upvotes
karstenkoehler
Most Valuable Member

Hi @Shep,

 

Maybe this is being rolled out to portals in waves. If it was an Enterprise feature, it would show up with a lock icon, I think. I'd recommend checking with your customer success manager, maybe they can enable this for you.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

MiaSrebrnjak
Community Manager

Hi @Jefe,

 

thank you reaching out to the Community and @karstenkoehler for posting about  this feature update. I wanted to chime in here - this feature went live this week and is available in our Sales and Service Hub Enterprise. You can read more about  enrolling and unenrolling contacts in sequences with the help of workflows in this Knowledge base article

 

Cheers 

Mia

 

 

 

 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


Jefe
Contributor

Does this include the Sales Starter package? I was grandfathered into it years ago. 

0 Upvotes