I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.
I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y'
The ability to enroll a contact into a sequence or set criteria to unenroll contacts, is now live to all Service Enterprise and Sales Enterprise customers! You will see the 'Enroll in Sequence' action listed under actions in Workflows.
We are still working on several related projects that I recommend folks follow, especially if you are interested more ways to set up automation between Sequenes and Workflows.
Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence.
I'd like to share some updates on the current beta for Enterprise customers and the upcoming features for Professional customers! A the bottom I've included a view of the designs we are currently planning and working towards for the Professional tier automation in Sequences.
Sales/Service Enterprise feature: Enroll in sequence and unenroll from sequence workflow actions:
We now have over 180 active beta participants using the feature!
We are making some slights tweaks to the working and the UI, including a link to a Knowledge Base aticle that explains details on types of trigger criteria to avoid
We are implementing internal monitoring to be made aware of concerning usage that as potential for abuse. This will include any types of Workflows that will trigger more than 100 contacts to be enrolled in a sequence from the same criteria. We will work to make this more clear in the product, but while this feature does provide full flexibility in Workflows, we strongly discourage the use of this feature to enroll lists on contacts, or to create trigger criteria that would result in high volumes of proactive outreach
Sales/ Service Professional feature: Embedded automation within Sequences settings
This functionality will allow for automation via Workflows directly within the settings of any Sequence
The triggers here are more limited, but we feel cover a vast majority of the use-cases that we are excited to support!
We have made good progress from our research and internal alignment, and have broken ground on initial development
We've finished development to include a new "Automation" tab to Sequences
There are still several kinks and use-cases we need to work out in the designs before we have full confidence in all the details for how this will ultimately function, but we are feeling gooing about the general direction!
Hi folks! I'm happy to let you all know that we've made a number of developments and we're now moving this idea to 'In beta'. We will begin accepting Enterprise customers into the beta next week. The Professional featurs (described below) are still in development, and I will update here once those features are also in beta.
We are developing automated enrollment and unenrollment of Sequences in 2 different places: automation settings added within Sequences, and Sequences actions added to Workflows.
In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. An 'Enroll in sequence' action and an `Unenroll from sequence` action.
`Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. The selected user/sender must have a paid Enterprise Sales or Service Hub seat.
'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. If the contact is not enrolled in a Sequence, nothing will happen, the step will be skipped. This feature will also be available at the Sales and Service Enterprise tier.
Still in development is an entirely new automation experience within Sequences that will allow for Workflow actions to be created within the settings of a Sequence. These settings will allow for automated enrollment of sequences, unenrollment of sequences, and soon more trigger actions and logic based on actions in Sequences.
Here is a video showing some of the concepts that we are currently planning and developing. The images in these videos are concepts, and the final designs and functionality are subject to change!
Thank you all for your patience as we reviewed and discussed the ability to "Use workflows to trigger a sequence". We're now planning to develop a solution to solve this need of automated enrollment. We will continue to monitor this board and provide an update once we are in development.
Thanks everyone who has contributed to this thread with comments and upvotes. We've been internally investigating ways to turn this idea into a reality. There are a number of great use-cases for how this could increase your teams efficiency, as well as numeruos potentially unwanted scenarios that we plan to avoid. This has made implementing a seemlingly simple feature to be surprisingly complicated!
If anyone would like to help, it would be great to discuss some of your use-cases, reasons, and ideas for how you would use this feature. I'd also like to share some questions and a few scenarios to get further thoughts and reactions to how we might implement this. I plan to start setting up some calls in the next several weeks.
If you're interested, please send me a direct message!
This is an incredible idea and we're really hoping they roll this out soon!
The only down side of sequences is that you can't enroll people when triggered by a workflow, which would completely pop the lid off this if it was possible!
It would be really useful in order to not have to check everyday if a new contact is added to a list and if we need to make them enter in the sequence !
This is the most ridiculous thing that you CAN'T do in HubSpot. The whole point of automation is to drive MQL's and SQL's. Hard to do that if you can't hand off from a workflow to a sequence. Please make this a priority!!!!
@CMathieu9@LBrigg exactly, that would work for example for my case that I use title of the task in a sequences to assign each contact a "sequence name" and to know the closed won which sequences they were enrolled.
Or to add a "Unreachable" to the ones that completed the last task of the sequence --> never replied or answered the phone.
But it won't work to enroll contacts in a sequence automatically with a workflow. You still have to do it manually.
Huge evangelist for the platform, but this product gap is glaring. Can you give the thread an update? When will an MVP for triggering a sequence from a workflow branch be available?
On Sept 29, 2020 I posted a use case for this functionality. On Oct 7, 2020 @glencornell posted that HS was going to develop the solution. Interestingly, 6 months later I found this conversation b/c I need the functionality again! I sure hope we get some news soon.
