Tips, Tricks & Best Practices

StPatrick
Contributor

Sequence as Trigger for a Workflow

SOLVE

Hi,
I have a basic sequence and I relalize now that I need a workflow.  Will it work where a workflow is triggered by the events in a sequence?

 

For example,
1) Sequence - contact fills out form, gets download email, clicks download link

 

2) Workfow - looks for people who click the download link above, starts the workflow.

 

Thanks!

 

0 Upvotes
1 Accepted solution
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Sequence as Trigger for a Workflow

SOLVE

Hey @StPatrick

 

Yes this will work as long as the email sent from the form is a marketing email.  You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so:

 

 

1. Go to Workflows

2. Click on Create workflow

Bryantworks_0-1666903152570.png

 

3. Click on From scratch

Bryantworks_1-1666903153324.png

 

4. Select contact-based

Bryantworks_2-1666903153322.png

 

5. Click on Next

Bryantworks_3-1666903153310.png

 

6. Click on Set up triggers

Bryantworks_4-1666903153045.png

 

7. Click on Marketing emails

Bryantworks_5-1666903153285.png

 

8. Click on your email

Bryantworks_6-1666903153248.png

 

9. Select "Contact clicked a link in email"

Bryantworks_7-1666903153284.png

 

10. Select your specific link

Bryantworks_8-1666903153285.png

 

11. Click on Apply filter

Bryantworks_9-1666903153324.png

 

12. Click on Save

Bryantworks_10-1666903153152.png

 

 
Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

1 Reply 1
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Sequence as Trigger for a Workflow

SOLVE

Hey @StPatrick

 

Yes this will work as long as the email sent from the form is a marketing email.  You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so:

 

 

1. Go to Workflows

2. Click on Create workflow

Bryantworks_0-1666903152570.png

 

3. Click on From scratch

Bryantworks_1-1666903153324.png

 

4. Select contact-based

Bryantworks_2-1666903153322.png

 

5. Click on Next

Bryantworks_3-1666903153310.png

 

6. Click on Set up triggers

Bryantworks_4-1666903153045.png

 

7. Click on Marketing emails

Bryantworks_5-1666903153285.png

 

8. Click on your email

Bryantworks_6-1666903153248.png

 

9. Select "Contact clicked a link in email"

Bryantworks_7-1666903153284.png

 

10. Select your specific link

Bryantworks_8-1666903153285.png

 

11. Click on Apply filter

Bryantworks_9-1666903153324.png

 

12. Click on Save

Bryantworks_10-1666903153152.png

 

 
Chris Bryant | Your Dedicated HubSpot Expert