Tips, Tricks & Best Practices

Acmaziero
Member

Sequences with multiple tasks

SOLVE

Hello my people.

how are you today? This is my first post here. Hope you help me.

So, I search this communtiy for posts that help me, but I couldn't find any solutions. I found the same problem :X

 

I realized that it is not possible to create a sequence with more than one task in the same day.

My question is: Do you know if there is another program integrated with Hub that I can organize such a sequence? Because, as many of us (SDRs) here, we like to call and send e-mail in the same day.

 

I would like to organize a sequence as: 2 calls (1st day) / 1 call and e-mail (2nd day).....

As a palliative measure, as my main activity is calling, I thougt of creating a sequence with only the calling tasks. And when I call in the morning instead of ending the task, I would just postponed them.

 

What do you guys think?

 

Thanks 😄

1 Accepted solution
Olivia_Bagnall
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Sequences with multiple tasks

SOLVE

@Acmaziero Happy to help here! 

I feel your frustration with this limitation. There are many instances in whiwh you may want an email and task to go out on the same day. Unfortunately this is a limitation of HubSpot sequences that has not be resolved yet. I get past this, I actually break sequences up into sections. So section 1 would be a couple of emails and then you would enroll them in Section 2 when it's finished and this could then create a task on the same day as the email is sent. It's an incredibly imperfect solution. 

The other thing you could think of is using a workflow to create the task instead of the sequence. The workflow could trigger when the contact receives an email with a particular subject line for example. So when sequence emails with subject line X is sent then immediately create task Y. 

You also have very granular sequence filters in lists so if you want to get even more detailed I would add the criteria to a list first and then use the list membership for the workflow enrollment. 

I hope this helps! 



 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

View solution in original post

2 Replies 2
Olivia_Bagnall
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Sequences with multiple tasks

SOLVE

@Acmaziero Happy to help here! 

I feel your frustration with this limitation. There are many instances in whiwh you may want an email and task to go out on the same day. Unfortunately this is a limitation of HubSpot sequences that has not be resolved yet. I get past this, I actually break sequences up into sections. So section 1 would be a couple of emails and then you would enroll them in Section 2 when it's finished and this could then create a task on the same day as the email is sent. It's an incredibly imperfect solution. 

The other thing you could think of is using a workflow to create the task instead of the sequence. The workflow could trigger when the contact receives an email with a particular subject line for example. So when sequence emails with subject line X is sent then immediately create task Y. 

You also have very granular sequence filters in lists so if you want to get even more detailed I would add the criteria to a list first and then use the list membership for the workflow enrollment. 

I hope this helps! 



 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 
MiaSrebrnjak
Community Manager
Community Manager

Sequences with multiple tasks

SOLVE

Hi @Acmaziero,

 

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

hi @smoore@StjepanGrcic@Olivia_Bagnall, do you have any advice for @Acmaziero? Thank you!

 

Cheers
Mia, Community Team   

 


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