Use task queues to automate the sequence enrollment process
09-18-2018 04:11 - edited 09-18-2018 04:29
HubSpot's product team released sequence queues for Sales Hub Professional and Enterprise users so they can easily enroll multiple contacts in a sequence without creating an individual task for each contact.
If you are a Sales Hub Starter user, however, you can use task queues to automate the sequence enrollment process. If you have multiple contacts who need to be enrolled in the same sequence, create a task for each contact and add them to a task queue following the steps below.
- First, create a task for each contact you need to enroll in the sequence.
- Add the contacts to your task queue.
- Click Start queue.
- Enroll each individual contact in your sequence.
- You will see a green check for the task in the contact's timeline. Click Next to move through the remaining contacts in your queue.
Using task queues allows you to quickly enroll your contacts in a sequence with fewer clicks, and easily navigate from one contact record to the next.
If you are interested in sending email campaigns to lists of contacts, check out the HubSpot Marketing Hub product.