The lead enters my workflow. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This will allow Sequence properties to be used in List building, Report building, and Workflows. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. ----- This is now in public beta!If we can't connect, we enroll the prospect in an email sequence. Manually unenroll multiple contacts from the sequence summary page. Read on to learn how the tools differentiate and when to use each. However, the contact is still enrolled in the sequence. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. You could however bulk enroll up to 50 contacts in a sequence by following these steps . To learn more, and to see a full list of cookies we use, check out ourThis video shows you how to manually unenroll a contact from a sequence in HubSpot. Thanks for the reply. Manual emails => a task to send an email. unenrol settings. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. If we manage to get a contact on the phone to discuss their proposal. We use. 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. . Click Enroll contacts at the top right of the sequence page. Third, turned on my zap. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. In your HubSpot account, navigate to Automation > Workflows. It's not possible to send a sequence on behalf of another user. Hubspot. The answer here is yes, a contact will continue in the workflow A, following the usual rules. Thanks a bunch for the advice!!! RebeckaHi , This is, as far as I know, not possible from within the existing sequence. We then combine this with 1 or 2 follow-up phone calls. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. As the account admin, it would be very useful to send emails and enroll contacts in sequences on behalf of another user. Otherwise, the "Last sequence ended date" might be referring to an earlier sequence. 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. View all posts. With multiple sequences, you would enroll a contact. We need it to action once the stage has changed and not a specific stage as the stage has its own workflow that would be deleted by this workflow. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. HubSpot will still use your profile's name for the sender name. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . All available options for unenrollment are. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. Automated unenrollment from a sequence when a contact replies to an email or books a meeting is defeating the purpose of sequences in our workflow. @PamCotton Thanks, so I'm aware of that. Tiphaine! Thank you so much for your clarification. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Or even just displaying as a field 'Current Sequence'. We use cookies to make HubSpot's community a better place. Allow cookies. And more specifically, this is an example set up where you'd add the enroll to a sequence for each cohort. If there is a chance that a contact might land in another sequence and should be re-enrolled again, it should look like this: That means that a contact will re-enroll when the number of deals changes an. Click the Settings and notifications tab. . Choose the type of workflow you want to create and select “Email Sequence” as the starting point. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. . English English Español Português FrançaisSearch HubSpot Ideas or Create Idea. To enroll in the Sequence tool. We have created a one-to-one sales email follow-up sequence that we enroll contacts in after we have sent them a proposal. In the right pane, set an unenrollment trigger. 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. If you want to send another email to existing contacts, you would either have to send them this one email manually. . . When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. 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. In the left sidebar, click Unenrollment and suppression. ; In the left panel, select a filter type for your enrollment trigger. Hello , I was able to find this post in the HubSpot Community Ideas forum . It will allow you to send a series of email templates to your contacts. In the right panel, select the when an event occurs. As contacts join the list, they would also be enrolled in the workflow and then the sequence. This will be helpful to get emails out for the sales team, but. However, many of our clients use Sales Hub. These emails are being sent from the connected personal inbox of a user – and HubSpot can't let you send communication from another person's inbox. This way, a sequence will stop the workflow. Mistake #4: Forgetting DelaysMany businesses also use HubSpot Workflows to automate internal tasks like sending notifications, updating Deals and contact properties, and creating tasks. We then combine this with 1 or 2 follow-up phone calls. The filters I currently have are shown he. This challenge sounds interesting. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. @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. Complete and send the form on LP (Contact enrollment trigger). Creating a list of bounced contacts. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. Now, we’ll set up workflow B. @PamCotton Thanks, so I'm aware of that. Identify product qualified leads. 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 your HubSpot account, navigate to Automation > Workflows . 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. You can use workflows to enroll contacts in a sequence based on targeted criteria. We use cookies to make HubSpot's community a better place. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criteria in the workflowRun of order / Priority on workflows. , do you have thoughts on this? We use cookies to make HubSpot's community a better place. Once you've navigated to contacts > lists > create list, select the "workflows" filter. NOT in Marketing Tab >Emails. 😕 . Sometimes we get a call back from the prospect and do a discovery. However, having the email subject as enrollment triger is too risky as it's not specific enough and it would be too error-p. Here's the idea: I'd like to be able to enroll a contact in a specific workflow in the event that contact completes a specific sequence. Here you can choose the sender: Best regards!HubSpot workflow automation is one of the most powerful features of the platform. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). One workaround is using workflows to enroll contacts/leads in a Sequence if you have. 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". The Workflows API allows for full CRUD access to workflows in your portal. . Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. We use cookies to make HubSpot's community a better place. If you have Enterprise you can automatically enroll contacts in a sequence and what you're asking is quite possible. You can then use this property for reporting or list building. Enroll contacts in a sequence without an email address. For "Last se. . The list contains prospects that will be sent 3 clustered sequences with 3-4 actions in each. Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No". A few hundred would be sufficient for us. Enrolling sequence twice. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. The email reply will also be logged on the CRM record. Sometimes we get a call back from the prospect and do a discovery. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. With that, your workflows are complete and you can. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. So to give more clarity. Allow cookies. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. Then, click Turn on. 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 . To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > 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". After the convo, we usually change the leadstatus. Here are some steps you can follow to build an automation. If a contact completes one workflow (once he's completed all steps and has received the email), the workflow will be considered completed and the contact will automatically unenroll from. Josh. Set up the trigger, then click Apply filter. ; By default, records will. Click the sequence name. Here are two ways to manually enroll contacts into a sequence on HubSpot. You can create a new workflow from scratch or from a template:Trigger a workflow enrollment when an event occurs on a record. Use HubSpot's workflows to automate business processes and be more efficient. You can access the sequence ID by look at the sequence URL:. " Click "and" one more time to select "has completed workflow. As a next step, in the workflow Settings > Unenrollment and sup. Hover over an event for the record, then click Unenroll. So that if a contact is added to the "in-market" workflow they're. 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. This limitation is insane. You could do so by filtering for the contact property Last sequence. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. eg; when contact property is set to 'X' trigger sequence 'Y' Set event enrollment triggers. Allow cookies. Enter your sequence’s name and click the “Create” button. finn. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For some contacts, it skips one of the sequences. Can you confirm if you have an Enterprise account or. We don't grab everyone's email at first. First, I created a static list in HubSpot that I used as the trigger for this zapier flow. e. Through the regular enrollment options, this cannot be changed. Thank you for reaching out. The email reply will also be logged on the CRM record. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. . Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. Allow cookies. Something that feels like a massive hole in HubSpot is the ability to task reps with triggering a specific Sequence. We use cookies to make HubSpot's community a better place. Records can only be enrolled in a workflow that is turned on. Properties of Aloware actions . Delays and actions are based on the action before it, not the lead's enrollment date. In the sequence editor, click the edit pencil icon and enter a name for your sequence. Thus, the updates in the "child" workflow do not make the updates fast enough for the next step in the "parent" workflow. Once the contact's enrollment resumes, the sequence will start. HubSpot Workflow Examples to Convert SQLs into Customers. For example, I enroll contacts in sequences and send emails as the marketing manager but the email signature is the contact owner which is a sales rep. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. English English Español Português FrançaisWe don't grab everyone's email at first. An 'Enroll in sequence' action and an `Unenroll from sequence` action. While there's no documentation on how the updated in last x days type workflow enrollment trigger works, I was able to confirm how things work by running some test on my end. Placeholers => required to be manually personalized before enrollment. What you could consider doing is using unenrollment and suprression rules. Automating follow-ups. In the left panel, click Delay. There are multiple types of workflows in HubSpot based on your end goals. " Click "and" to select the same workflow, then select "has not met the goal. eg; when contact property is set to 'X' trigger sequence 'Y' The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. )If you really want to set it up that way, you may be able to leverage both a workflow and a sequnce: Create the above sequence just for the call tasks. On the Manage tab, you can compare how your sequences are performing by reviewing the. But while using sequences, you need to send emails from your connected inbox. 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. To further refine your trigger, click Add refinement filters. Hi , As of this month, there are more filter options for sequences available in lists and workflows: However, I believe that this was possible before already. Enroll from a workflow. For example: 12 weeks from event: trigger a 6 email workflow, that delivers an engagement message every tw. Is there a way to use a workflow to set a trigger when that specific first sequence ends, to have it auto-enroll those prospects that didn't reply into the second sequence? An 'Enroll in sequence' action and an `Unenroll from sequence` action. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. You should not automate sequence enrollment in less targeted situations: karstenkoehler Apr 21, 2023 12:03 AM Follow Add a Sequence within a workflow Hi @rmaza, It is in contact-based workflows, see here but it requires a Sales Hub Enterprise or Service Hub Enterprise subscription. They'll execute i asynchrounously so long as the enrollment criteria is met by the CRM object. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. Workflow is not turned on. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Our leads come in through typeform, w. 4. Automating follow-ups. The workflow will then execute a series of actions on the enrolled record or associated records. Please note:. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. Contacts in those lists could be enrolled in a workflow to create the next task. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. . So to give more clarity. They seamlessly integrate with other HubSpot tools, enhancing functionality and creating a cohesive marketing ecosystem. This is a link to the HubSpot App Marketplace where you can check it out. Trigger a Recipe based on events (such as a customer filling out a form). We have an app that we use at conferences, and we enroll people into a 4 email drip campaign after the conference. To learn more, and. This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. SteveHTM. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. 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. With the addition of. Below that, the feature is not available. CRM & Sales Marketing Service RevOps & Operations CommerceConnect with the apps your team already uses. Learn more about setting enrollment triggers in workflows. And yes, I made sure the re-enrollment settings were set. 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. We are a team of HubSpot experts. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. This is possible but you need a Sale or Service Enterprise subscription to achieve this, as it can be seen in this knowledge base article . In the workflow that you want to trigger a sequence, click the + icon On the left in the actions panel, under External communication select either Enroll in a. We use cookies to make HubSpot's community a better place. Hi , Adding this as a re-enrollment trigger should to the trick: Unenrollment criteria actually do not play a role here. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. Best regards!Our team was so excited to get the new Workflows -> Sequences enrollment feature with Sales Hub Enterprise to take our automations to the next level. You can accomplish this through workflows automatically. Then enroll contact into static list. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. In the top right, click Create sequence. Our sa. You can use manual enrol or create a list as trigger criteria, and the action would be to enrol in the 'x' sequence as an 'x' user (see workflow screenshot below). I thought out plan allowed for that. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. You will be the sequence user, meaning any tasks assigned to the sender will be assigned to you, and you won't be able to filter sequence statistics based on sender. If they meet the reenrollment criteria but no longer meet the starting conditions, the contact will not be reenrolled. This is the obvious one. Out of the box, without custom development, workflows do not have any cap / throttling features. 1) Create the list. Excellent, thanks, Frank. Out of the box, without custom development, workflows do not have any cap / throttling features. However, I wouldn't recommend chaining multiple sequences like that. Click to toggle the Re-enrollment switch on. In the. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. We need to be able to put them in a sequence for each one. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. If a contact is removed from a workflow, all future events that they are scheduled for will not take place. Each locaiton has its own Sales Manager who uses HubSpot sequences. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Not seeing the options to trigger the sequence under the list of Actions in a workflow. You can also use contact based workflow to automatically unenroll contacts. Check your inbox connection within HubSpot and your email client. You can also use contact based workflow to automatically unenroll contacts. This one is similar to the suppression list, except that goal lists serve a different purpose. Problem is that Custom Objects are for whatever reason not on the list of objects to be personalisation. eg; when contact property is set to 'X' trigger sequence 'Y' I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. We need to be able to put them in a sequence for each one. In this video, we explain the differences between a Workflow and Sequence in HubSpot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 4. Sales. Choose what type of workflow it is and then give it a name at the top, then click Next. This is the obvious one. Hi Actually, in terms of workflow triggers, there is no difference between 7 separate properties and 1 multiple checkboxes property with 7 options. 1. Hi @RebeccaShultz, Out of the box this is currently not possible. Allow cookies. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. In your HubSpot account, navigate to Reports > Dashboards. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. However, the contact is still enrolled in the sequence. Your enrollment criteria would use Marketing Emails, then choose the relevant email, followed by Contact Clicked Link in an Email. Oct 22, 2021 3:56 PM. . The other way around sales persons would have to make sure they check workflow enrollment first. HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. To. eg; when contact property is set to 'X' trigger sequence 'Y' 1. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Hello Yes I agree with you on this but as you had mentioned that you need a delay of min 2 days in sending SMS sequences if a user has filled out more than 1 worries, then I think in this case you can easily manage the delay. eg; when contact property is. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. For example, if you know how many people you'll enroll in a typical week, you could just set up as many splits as you want to keep you under the sending limits. An 'Enroll in sequence' action and an `Unenroll from sequence` action. To enroll contacts into the sequence, click on the sequences name. I've implemented hubspot for some clients that have a qualification team on their sales process. Okay, are you ready to set up an abandoned cart workflow of your own in HubSpot? Navigate to Automation > Workflows. After that workflow wizard will be opened. the workflow I have set up has the contact being added to two sequences one after another. So our choices are manual enrollment or no delay, essentially. Hi there, We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Good catch. Jun 3, 2022 12:03 PM Follow Cannot Enroll Sequence to Workflow Hi, I have a workflow that requires to enroll a Sequence. Click the name of the contact enrolled in the sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the top right of the sequence page, click Enroll. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. The email will be sent immediately and simultaneously to the contact being redirected to the thank you page. HubSpot Updates. We use cookies to make HubSpot's community a better place. While Sequences mainly serves a very specific need of sending semi-automated series of sales emails. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created with such filters. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 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. the re-enrolment settings. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. g. Hi , I'm not aware of any reports which would give you this information out of the box. We are also in progress providing new 'Sequence-based triggers' for the entire HubSpot platform. Customize access to bulk actions, property settings, and the workflows tool. We use cookies to make HubSpot's community a better place. if No --> Enroll into Workflow 3. I'd recommend requesting this from the HubSpot product team in the HubSpot Ideas section of. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. g. Goal: To have the ability to enroll a lead into a specific sequence that would then trigger their enrollment into a particular workflow. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. Here are some common starting points to consider -. There are several other areas within Hubspot where "owner" properties can be selected instead of individual names, and I feel the Enroll in Sequence sender is a prime location for "Contact Owner" to be an option. It's great that with workflows users are now able to auto-enroll and un-enroll from sequences, but it would be SUPER helpful to be able to create a workflow where if a contact meets a certain criteria, that they will be unenrolled from only a specific sequence. Click the name of a workflow. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. " Click "and" one more time to select "has completed workflow. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. To do this, I am trying to create a list of those who have completed the abandon basket workflow, then have that a. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. 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. . 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. Placeholers => required to be manually personalized before enrollment 3. In the below example, contacts will always enroll in both workflows. However, with Automated Sequences Enrollments in HubSpot Enterprise, users can automatically send personalized, one-on-one emails to qualified leads in the. 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. Placeholder Sequence Workflows. It would be useful to uneroll contacts from a sequence in bulk, via a list membership, a contact view (or a even enroll and uneroll multiple contacts to a sequence via a workflow). Option 1: While you aren't able to specify which sequences you'd like to build a workflow off of, there IS a DEFAULT contact property called "Now in sequence". . e. Contacts already met the workflow goal. Hello , To answer your question, yes it is possible to enroll contacts in sequences from a workflow. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. I would advice you to break out the modules into short workflows and t. In the top left of the workflow editor, click Details. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. But all contacts will enroll. Allow cookies. , free trial) Check Enrolled: Use a IF/THEN step to check if the contact has already enrolled in any sequence or has a specific tag indicating sequence completion. However, this will only work if the first sequence that you're mentioning is the first ever. In the workflow editor, click the + plus icon. The filters I currently have are shown here (see screenshot). Enroll from a workflow. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the action. lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". But we need to enroll contacts into sequences programmatically. 2. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. In the top right, click Create sequence. 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. All Groups Hangouts Study Groups. Hi @A_Walters,. Each deal in the pipeline has a date property called "Software Expiration Date. There is no workflow enrolment limit - the main limits are either: the enrolment settings. Rather, a specific Owner with a Paid Seat must be selected. You don't need to waste time training your team on new sales software. Find Automation > Sequences under Automation in your HubSpot account. English English Español Português FrançaisIn the workflow editor, click Set up triggers. For re-enrollment to trigger, HubSpot needs to see that something ha. Enroll contact into a workflow. (This requires Operations Hub Professional. Set up the trigger, then click Apply filter. We have a multibe projects that can result from Deals, hence we have some CO with Pipelines and we want to status update clients assosiated with that project on pipeline status change. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. Specific date. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. )I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. 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. Seems like you have to be in.