. " Click "and" one more time to select "has completed workflow. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. unenrol settings. 2. . Contacts in those lists could be enrolled in a workflow to create the next task. . , do you have thoughts on this? We use cookies to make HubSpot's community a better place. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Set your action to send the email to the contact. 2. Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options based on triggers, actions, delays, conditions, and goal tracking. Personalisation => based on custom fields 2. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Allow cookies. (I'd appreciate it!) Have a gre. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. With the addition of. You can send sequences where email templates include: 1. HubSpot will still use your profile's name for the sender name. Thus, the updates in the "child" workflow do not make the updates fast enough for the next step in the "parent" workflow. 4. Make sure that you have re-enrollment enabled. Hubspot. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them. English English Español Português FrançaisWe don't grab everyone's email at first. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. How should one use the "Last Sequence Enrolled" and "Last sequence ended date" properties to check if the contact has responded? Would we check if the sequence ended before the expected end date?In the upper right, click Create workflow button and choose From scratch option. In the. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. (This is preset based on the date you chose on the previous screen, but can be edited. Alternatively, follow these steps for the automatic setup:. " Once this is saved and processed, the list. ; By default, records will. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To create a workflow on HubSpot, do the following: In your HubSpot account, go to Automation. Placeholers => required to be manually personalized before enrollment. 2. Placeholder Sequence Workflows. It's not possible to send a sequence on behalf of another user. I've tried various ways to get this to work, and I'm having no issue with getting the workflow to work the first time, the issue is getting the workflow to re-enroll if the sequence is sent to the contact for a second time. You can also use workflow actions from connected apps . When using workflows to enroll contacts in a sequence, it is only possible to select a pre-determined sender in the "Enroll in a sequence" workflow action. Step 2: Choose an existing workflow or create a new workflow. I think this is just an oversight as a relatively new functionality but when I wish to use a workflow to enroll prospects into a sequence I am unable. We use cookies to make HubSpot's community a better place. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Last SMS) --> Delay 2 days --> Enroll into Workflow 3. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You wouldn't be able to auto-enroll someone to a sequence. In order to automate the process, we can create a contact-based workflow to copy the Company property 'Name' to Contact property 'Company Name'. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Placeholers => required to be manually personalized before enrollment 3. . . Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. Contact date property. Learn more about the Workflows API in the Workflows API overview . I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. " We're considering using a sequence to send "renewal reminder emails. Placeholder Sequence Workflows. 2) You can use a form submission as the starting condition for your Workflow. Delays and actions are based on the action before it, not the lead's enrollment date. Would be great if HubSpot would supply an "unenroll" action similar to the "enroll" action, but it seems they prefer to squeeze their customers through more and mo. Literally the use case is: - You have an onboarding questionnaire - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user ->. If you're in a contact-based workflow, select an option in the dialog box. However, this will only work if the first sequence that you're mentioning is the first ever. Click the ‘ + ’ icon and go down to External Communication, then choose Enrol in a sequence. When using the property filter is known for re-enrollment, objects can re-enroll in two. Automating follow-ups. In the left sidebar, click Unenrollment and suppression. The first and only action in this workflow would then be the "Set property value" act. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. If you pick the latter, click [object]-based to determine the type of records you want to enroll in the workflow (e. This helps us out a lot. We use cookies to make HubSpot's community a better place. If you select more than one reenrollment criterion, then each of those. Your enrollment criteria would use Marketing Emails, then choose the relevant email, followed by Contact Clicked Link in an Email. Click on the “Create Workflow” button to start creating a new workflow. 0 Upvotes. " Once this is saved and processed, the list. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. In the top right corner, click Create workflow . @PamCotton Thanks, so I'm aware of that. Choose what type of workflow it is and then give it a name at the top, then click Next. Not in the Actions dropdown, nor can I add it as a card or a property. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. Glad you found a temporary walkaround. If you'd want to get on a quick call so we pick our brains on finding a more elegant solution, let me know. Something that feels like a massive hole in HubSpot is the ability to task reps with triggering a specific Sequence. To unenroll contacts from a sequence with a workflow: 1. Then create a second workflow where the trigger is the change in a specified contact/deal value (i. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. Enroll contacts in a sequence without an email address. Can you confirm if you have an Enterprise account or. eg; when contact property is. English English Español Português FrançaisIn the workflow editor, click Set up triggers. This one checks for the close date and sends the notification. 5. I have a workflow that requires to enroll a Sequence. If purchasing HubSpot Operations Hub is an option, fe. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. Allow cookies. . Josh. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". This one is similar to the suppression list, except that goal lists serve a different purpose. So to give more clarity. . Hello On having 7 different fields for worries with having only one possible value, we can esily fix our workflow possibilities check/scope. Options Status: Idea Submitted NGriffis on Jan 4, 2023 11:36 AM Follow Add "Contact Owner" as option for Sender in the "Enroll in Sequence" workflow action. This is mentioned in this knowledge base article. the workflow I have set up has the contact being added to two sequences one after another. There is no workflow enrolment limit - the main limits are either: the enrolment settings. In this case, if you're looking to enroll deal almost instantly when e. If the contact is not enrolled in a Sequence, nothing will happen, the step. The Workflow is ON switch will be toggled on in the top right. That being said, an. Use HubSpot's workflows to automate business processes and be more efficient. Enroll a contact in a sequence. English English Español Português FrançaisHow to set who a sequence comes from? Sequences cannot be sent on behalf of someone else. Unenroll all contacts from a sequence at the Company level SOLVE We currently enroll multiple people from the same company in a sequence and send emails and make calls; if we get someone to answer the phone and set a demo with us we want to unenroll everyone from the sequence since we've got a meeting scheduled. Identify marketing-qualified leads. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. In the upper left, click the Manage tab. And yes, I made sure the re-enrollment settings were set. Good use-cases tend to be event-based. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. You may choose to enroll records manually. Workflow revision at time of event: the version of the workflow at the time of the. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. Hi , hope you are doing well! Do you want to enroll contacts in a sequence using workflow? Or do you mean just send emails by workflow? Let me know what it is please, so I can provide the right recommendations for what you need. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. Not seeing the options to trigger the sequence under the list of Actions in a workflow. However, having the email subject as enrollment triger is too risky as it's not specific enough and it would be too error-p. Which section of the article exactly are you referring to? If you're enrolling all contacts that have a street address, all will enter the workflow and the copy action will be limited by association label. To enroll from the. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or. Some may very short term sequences such as every 2 days for a service call estimate, or a long term sequence for a larger Cap X project where we follow up every 4 to 6 weeks. I've created a workflow to determine whether or not a contact in the sequence has replied to an email or not, and there hence update the deal stage to a new one. Rather, a specific Owner with a Paid Seat must be selected. For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action". . This is expected behavior. Okay, are you ready to set up an abandoned cart workflow of your own in HubSpot? Navigate to Automation > Workflows. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. 1. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". . Check your inbox connection within HubSpot and your email client. Select the triggers that you want to use for re-enrollment. Even when I manually try to enroll my work contact, it will not work. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. A few hundred would be sufficient for us. if they go to our website and submit a form they are still enrolled. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Set up the trigger, then click Apply filter. CRM & Sales Marketing Service RevOps & OperationsThanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. Using a contact-based workflow, you can enroll contacts into a sequence and choose the sender:. This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. . Does anyone know if a workflow is possible that has a lead status cause unenrollment from. 😕 . Fourth, turned on my workflow and enroll all eligible contacts. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. The contact must meet the starting conditions at the time they meet the reenrollment criteria in order for them to be reenrolled in the workflow. In the sequences. We use cookies to make HubSpot's community a better place. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Sequences feel so isolated from everything else in automation. Hi @RebeccaShultz, Out of the box this is currently not possible. This feature would be good for companies with longer buying cycles and send out emails to nurture contacts to become leads every quarter. There is Last sequence enrolled property that you could create a webhook subcrsiption for. See the screenshot of a contact-based workflow below: This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criteria in the workflow Run of order / Priority on workflows. (Knowledge base: Enroll and unenroll contacts in sequences using workflows) When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". However, with Automated Sequences Enrollments in HubSpot Enterprise, users can automatically send personalized, one-on-one emails to qualified leads in the. Do you need help setting that up or were you just checking to see if it was possible? I would recommend adding a delay in the workflow before the action to enroll in a sequence. We need to be able to put them in a sequence for each one. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Placeholders are for manual research and entry. The first sequence has 5 emails and associated tasks. We have created a one-to-one sales email follow-up sequence that we enroll contacts in after we have sent them a proposal. Workflow following a sequence SOLVE We conduct research on relevant contacts for our sales. In the right panel, select the when an event occurs. This is the obvious one. SarahMayo1. . Click the button. English English Español Português FrançaisCreate workflow from form submission. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. For example, if the re-enrollment trigger being used is “Contact is a member of list X,” the contact must be removed and re-added to the list after completing the workflow in order to be enrolled again. See the screenshot of a contact-based workflow below: Your workflow could look like this, I picked a closed won deal as an enrollment trigger to unenroll from a sequence: Let me know if you have any questions! You can help others find this information by accepting this as a solution. 2. Create and manage workflows. ; In the left panel, select When an event occurs or When filter criteria is met. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. Once you've navigated to contacts > lists > create list, select the "workflows" filter. Will step 2 stop subsequent 5 min delay. I'd recommend requesting this from the HubSpot product team in the HubSpot Ideas section of. This indicates that your workflow has an action to create a record that also meets the enrollment criteria for the same workflow. Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: Your workflow could look like this: Let me know if you have any questions! You can help others find this information by accepting this as a solution. Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processing workflow and sequences. Eliciting a response. In the right panel, click the Re-enrollment tab. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. When creating a workflow from scratch, there are different types that you can select from based on the record type you would like to enroll. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. Thank you for your help (as always!)Please see screenshot below - I am struggling with how and why my contacts haven't yet received the emails when all has been actioned as specified. Choose the enrollment criteria for the workflow. In the top right, click Create sequence. This will be helpful to get emails out for the sales team, but. Obviously, there are a lot of ways this could go wrong. Proceed to select the type of workflow you want to create. HubSpot will still use your profile's name for the sender name. In your HubSpot account, navigate to Automation > Workflows. I import lists on a daily basis that go through a workflow to send emails. Hey @KVanIngelgem, There isn't any way to set a priority for workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. amount is changed, using the 'Amount is known' enrollment trigger would be a better. In the upper right, click enr Enroll. Hover over an event for the record, then click Unenroll. Using List membership filters in other lists and custom reports. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. We use cookies to make HubSpot's community a better place. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the Sender of. eg; when contact property is. This is mentioned in this knowledge base article. We use cookies to make HubSpot's community a better place. the goal settings. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. You can then use a contact-based workflow to enroll contacts with this value and unenroll. click Enroll from a list. I thought out plan allowed for that. . We use cookies to make HubSpot's community a better place. Enroll to Sequence+; You can create a Sequence after creating your HubSpot. (These call criteria. After that workflow wizard will be opened. We use cookies to make HubSpot's community a better place. Out of the box, without custom development, workflows do not have any cap / throttling features. With that, your workflows are complete and you can. For example, enrolling a contact into a contact workflow, every time a contact property value changes. set of tasks trying to connect with a contact). HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. Enrolling a list to a sequence. Click on Create workflow. It will allow you to send a series of email templates to your contacts. It is not possible to trigger a workflow via the enrollment into a particular sequence. When reviewing your workflow history, you may see that an action was skipped to prevent an infinite loop. I've implemented hubspot for some clients that have a qualification team on their sales process. (In fact, there isn't any tool in the Marketing Hub that does. Enrollment trigger: Contact gathers a certain number of HubSpot points. See how to do it here. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). In the below example, contacts will always enroll in both workflows. Allow cookies. Manual emails => a task to send an email. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. Hi , You can find a full list of automatic enrollment criteria here:Edit an active sequence; Enroll and unenroll contacts in sequences using workflows; Enroll contacts in a sequence; Limit access to your HubSpot assets; Manage the contacts enrolled in your sequence; Re-enroll a contact in a sequence; Share sales content with users and teams; Troubleshoot Sequence Enrollment Issues; Understand your. 4. What you could consider doing is using unenrollment and suprression rules. We would like to enroll contacts who complete this workflow but do not order into a long-term nudge campaign (new workflow). Remove from all other workflows optionin Unenrollment and suppression. Hi @CSic. Instead, Sequences and Workflows should be used in tandem for different types of leads, to maximize the value of your email lists and effectively drive conversions. In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. Generating awareness on this issue is likely the best option; explaining to them that they shouldn't bulk enroll in batches of 50 but maybe 25, spacing them out by a. HubSpot Workflow Examples to Convert SQLs into Customers. We don't grab everyone's email at first. e. Action 1: Contact's lifecycle is changed to Lead, MQL, or SQL (depending on how high their score is) Action 2: If/then branch—if lifecycle becomes SQL, change contact owner to a member of the sales team. NOT in Marketing Tab >Emails. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , If you want to keep it within a workflow, your deal-based workflow would have to set the value of a contact-based property of all contacts associated to the deal (workflow action "Set property value"). Any idea on how to trigger a workflow when someone in a sequence replies to the email? Seems unbelievable that you can do that for marketing emails. Hey Hubspot community, I think it would be incredibly helpful if there was a way to easily mass-unenroll contacts from sequences. Thanks for the reply. HubSpot Updates. Can you confirm if you have an Enterprise account or an Enterprise trial? Thank you! Best, Kristen Use workflows to automate your marketing, sales, and services processes in HubSpot. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. The first and only action in this workflow would then be the "Set property value" action. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom. . This is a contact property. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. The selected record will be unenrolled. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. Hi , Adding this as a re-enrollment trigger should to the trick: Unenrollment criteria actually do not play a role here. Contacts can also be entered manually with a list. rather than having to place them into a list in order to bulk enroll them into a workflow! See more ideas labeled with: Workflows; 3 Upvotes 1 Reply Msyvrais. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. @dennisedson Can't say that I know enough about sequences to answer that question and outside of "hs_latest_sequence_enrolled" I'm not seeing anything usable out of the box. Allow actions to be automated based on when users complete a HubSpot sales sequence ie: Mark a contact property or add them to a list . But while using sequences, you need to send emails from your connected inbox. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Automatic deletion is not available as a default workflow action. You could, in addition, create a workflow that looks at anyone in your database who had previously been enrolled in the original sequence to automatically get enrolled in the new sequence so you don't have to individually select. Sequences are created from a combination of places, just like workflows. We use cookies to make HubSpot's community a better place. Here are some common starting points to consider -. Hi everyone, portals with Sales hub Enterprise are now able to enroll contacts in a sequence using workflow (and on behalf of another user): Use the Sequence dropdown menu to select the sequence that you want to enroll contacts in; Use the Sender dropdown menu to select the user that will be listed as the sender of the sequenceHubspot tends to focus alot more towards B2B. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We've run into a problem where they hi. I would advice you to break out the modules into short workflows and t. Allow cookies. If you want to make bulk updates to existing records, it is best to make those changes using the. If not, the best that you can do is to create an active list that would capture these people and enroll that list in a workflow that assigns the task to the contact owner to enroll t. eg; when contact property is. Hi, We have just encountered a situation where a sequence is sent to a client in the middle of a new deal. The email reply will also be logged on the CRM record. Workflows automatically enroll records based on the criteria set in the enrollment triggers. Read on to learn how the tools differentiate and when to use each. Steps to resolve. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). If you want to send another email to existing contacts, you would either have to send them this one email manually. Workflows automatically enroll records based on the criteria set in the enrollment triggers. Surprised it's not intuitive to enroll a Contact from their record. Step 2: Setting your workflow’s enrollment triggers. Click the sequence name. Any help would be greatly appreciated!! Yes this will work as long as the email sent from the form is a marketing email. As contacts join the list, they would also be enrolled in the workflow and then the sequence. Here are some steps you can follow to build an automation. Discussions. HubSpot will still use your email signature, not theirs. We use cookies to make HubSpot's community a better place. Click the Contact enrollment trigger box. So here goes. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. To trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known". To turn a workflow on: In the upper right of the workflow editor, click Review and publish. ) I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. finn. Since recently, sequence enrollment can be automated via workflow: This is what a workflow would look like: Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. In the upper right, click Add report, then select From the report library. They will remove the contact from the same workflow. The first and only action in this workflow would then be the "Set property value" act. The Workflows API allows for full CRUD access to workflows in your portal. For "Last se. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The closest you could get with just the sales product would be to create a task via our Engagements API for the rep to enroll someone in a sequence once someone signs up for your product. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. Like many things, it can be achieved with custom code actions in workflows which require development. Seems like you have to be in. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. As a next step, in the workflow Settings > Unenrollment and sup. 2) Go to contacts and then contacts again. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. Other HubSpot tools rely on lists to make changes to a specific group of contacts. The other two options would work as well, virtually the same thing in this scenario. Of course you are correct, Hong. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Visual Editing. Gmail send error: when you enroll a contact in a sequence from Gmail, the first step is executed by Gmail, not the HubSpot email system. Sales Team 2. Insycle's ability to integrate Recipes with HubSpot Workflows is ideal when you want to: Automatically apply formatting, deduplication, or other changes to newly-added data. Aug 19, 2023. If you're reading this article, chances are you know how. See morekarstenkoehler Apr 21, 2023 12:03 AM Follow Add a Sequence within a workflow Hi @rmaza, It is in contact-based workflows, see here. " Is it possible to create a workflow that enrolls a deal's billing contact into a sequence when the "Sofwar. We have created a one-to-one sales email follow-up sequence that we enroll contacts in after we have sent them a proposal. An 'Enroll in sequence' action and an `Unenroll from sequence` action. We offer HubSpot support, email ma. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Hi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of the sequence again. For example, you can use workflows to:Hi @MBrommekamp,. Here’s a step-by-step guide to setting up email sequences in HubSpot: Log in to your HubSpot account and navigate to the “Workflows” section. With. We use cookies to make HubSpot's community a better place. Nurture leads. 3) Filter all of your contacts by list membership is X. The sequence editor will open up and see a blank canvas. Hi @sarahdecarlo - I see what you mean; alternatively, if you have access to automation, you could use a workflow to enrol contacts in the sequence as someone else. " I have tested a workflow with the contact enrollment triggers set to when sequence status is any of "Finished" but I would like to be more specific by set. CRM & Sales Marketing Service RevOps & Operations CommerceConnect with the apps your team already uses. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. You can simply add the criterion "AND Now in sequence it not equal to True". if No --> Enroll into Workflow 3. Click the Manage tab on the top left. Any changes you make now don't affect them anymore. Consequently, no one would be eligible to receive the. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. Kindly, PamStep 3: Set up your abandoned-cart workflow.