hubspot enroll in sequence from workflow. Once you've navigated to contacts > lists > create list, select the "workflows" filter. hubspot enroll in sequence from workflow

 
 Once you've navigated to contacts > lists > create list, select the "workflows" filterhubspot enroll in sequence from workflow  In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows

Hello, I need help building a workflow that is based on a static list. (I'd appreciate it!) Have a great day The sequence is the first point of contact we have with prospects after they enquire. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. Discussions. check for a new contact NOT being created by a form. When meeting certain criteria in workflow A, contact is. 1. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. ; In the left panel, select a filter type for your enrollment trigger. . While Sequences mainly serves a very specific need of sending semi-automated series of sales emails. I have a lot of reps, so using a workflow to enroll them in a sequence, and having to do an if/then for each rep is. g. In the right panel, select the when an event occurs. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. Enrollment Trigger: Contact Property "Now in Sequence" is known. 1. CRM & Sales Marketing Service RevOps & Operations Developers Partners. Find Automation > Sequences under Automation in your HubSpot account. Unenrolling contacts from a sequence in HubSpot is a common request - but how do you do it the right way? There are 3 main ways and we'll show you how in thi. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. If you want this email sent from a colleague's email, they would have to enroll contacts into. As a next step, in the workflow Settings > Unenrollment and suppression > When a contact no longer meets. 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. 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. When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". 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. Now, customers can leverage HubSpot workflows to automatically create NetSuite sales orders whenever they close deals or when new HubSpot deals meet a workflow’s enrollment criteria. . You can then use a contact-based workflow to enroll contacts with this value and unenroll. The list contains prospects that will be sent 3 clustered sequences with 3-4 actions in each. These teams usually receive a lead that goes through an automatic cadence (like a sequence), but on workflows, instead of waiting for the salesperson to enroll the contact on a sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. finn. CRM Tools. 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. . 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. This is a contact property. if they go to our website and submit a form they are still enrolled. Click the name of the contact enrolled in the sequence. eg; when contact property is. (In fact, there isn't any tool in the Marketing Hub that does. To do this, I am trying to create a list of those who have completed the abandon basket workflow, then have that a. Hi everyone, We have a renewal pipeline. 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. . This feature would be good for companies with longer buying cycles and send out emails to nurture contacts to become leads every quarter. 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. Workflow following a sequence SOLVE We conduct research on relevant contacts for our sales. Now, we’ll set up workflow B. 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. Rather, a specific Owner with a Paid Seat must be selected. If you want to send another email to existing contacts, you would either have to send them this one email manually. So to give more clarity. Unfortunately not, no. Or even just displaying as a field 'Current Sequence'. If the user goes to any page after thank you page then set property value. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). ; Communicate: click the dropdown menu to control the contacts, companies, deals,. In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Each deal in the pipeline has a date property called "Software Expiration Date. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. From there, HubSpot will bring you to the sequence dashboard. You can accomplish this through workflows automatically. . Choose the enrollment criteria for the workflow. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. 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). Thanks for this suggestion! I would like to add contacts who receive a certain email sequence to the Target Account list - which is basically the same issue as described above. Possible but more risky. eg; when contact property is. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. How the "Enrolling Existing Contacts" Option Works. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. Click the button. Would like additional workflow enrollment criteria regarding sequences, specifically the option to choose "Finished sequence" AND "No response. Company-Based Workflow. Please note:. 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. But all contacts will enroll. For "Last se. . Workflows automatically enroll records based on the criteria set in the enrollment triggers. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. 4. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 3. Contacts in those lists could be enrolled in a workflow to create the next task. Can you confirm if you have an Enterprise account or an Enterprise trial? Than. So in short, we'd like to unroll users after a while. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. Sequences are sent from the person who is enrolling the contact into the sequence, not the Contact owner. You can simply add the criterion "AND Now in sequence it not equal to True". If you'd want to get on a quick call so we pick our brains on finding a more elegant solution, let me know. To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > Workflows. Hi , You should be able to reference an email from a sequence in a workflow like shown below. However when we discovered that right now you can only enroll in a sequence from a contact-based flow, it was a bit of a setback. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. The sequences tool is only available for Sales Hub Professional or Enterprise users or Service Hub. Enrollment trigger: Contact gathers a certain number of HubSpot points. In the top right, click Create Sequence. Personalisation => based on custom fields 2. When an object does re-enroll, all actions in the workflow will be executed for the object. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view, custom event, workflow status, and call-to-action. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Enrollment trigger: Contact is member of Webinar Registrants. Hey @KVanIngelgem, There isn't any way to set a priority for workflows. That being said, an. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. Records can only be enrolled in a workflow that is turned on. 9 Useful HubSpot Workflow Examples. . In the sequence editor, click the edit pencil icon and enter a name for your sequence. You don't need to waste time training your team on new sales software. So basically if a client visits the page we specify,. Click the Delay type dropdown menu and select Set amount of time. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". In your HubSpot account, navigate to Automation > Workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You could however bulk enroll up to 50 contacts in a sequence by following these steps . Using Sequences, you can tee up your follow-up for the appropriate day and time. In your HubSpot account, navigate to Automation > Workflows. Creating a list of bounced contacts. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. Further to these researches we add them to the contacts. )This is a contact property. We then combine this with 1 or 2 follow-up phone calls. Aug 19, 2023. Thanks, so I'm aware of that. Use bulk enroll for specific use-cases, not for prospecting. When reviewing your workflow history, you may see that an action was skipped to prevent an infinite loop. 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. Learn more about adding re-enrollment triggers to workflows. unenrol settings. posting on behalf of a customer It would be great to be able to enroll, let's say, 1000 contacts to a workflow for sequence enrollment, but choose how many of those 1000 you want to enroll to the sequence daily so as to avoid reaching the daily limit, currently this is only possible manually, but. The property won't contain the selections from previous submissions anymore. HubSpot Updates. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. , 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. In the. With multiple sequences, you would enroll a contact. But the seq. We use cookies to make HubSpot's community a better place. 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. . An 'Enroll in sequence' action and an `Unenroll from sequence` action. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. CRM & Sales Marketing Service RevOps & Operations CommerceConnect with the apps your team already uses. Remove a contact from a workflow. Why this isnt already default is confusing to me. 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. The workflow will then execute a series of actions on the enrolled record or associated records. . Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. Create and manage workflows. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively. Will step 2 stop subsequent 5 min delay. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. For example, you can use workflows to:Hi @MBrommekamp,. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. In the CONVERSATIONS tab. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . HubSpot will still use your profile's name for the sender name. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. New deals can be created in workflows but unfortunately workflows don't pick up information about how someone is interacting with a sequence. To give a user Delete access, they must be given Edit access. The Workflow is ON switch will be toggled on in the top right. Solved: Is there currently a way in a workflow to use the deal owner as the one who is the sender of a sequence for automatic enrollment? Currently I JavaScript must be installed and enabled to use these boards. You can't add a delay using the automation in Sequences. 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. , do you have thoughts on this? We use cookies to make HubSpot's community a better place. First, it appears that we can't change the enrollment workflow in order to add a delay. You can then use this property for reporting or list building. And more specifically, this is an example set up where you'd add the enroll to a sequence for each cohort. )I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Oct 22, 2021 3:56 PM. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. Set how long the delay will last by using the Days, Hours, and Minutes fields. Workflow events will be listed in descending order, with the initial enrollment at the top. Click on the “Create Workflow” button to start creating a new workflow. Sep 22, 2022 9:48 AM. Placeholder Sequence Workflows. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. How do HubSpot workflows work? In this video, we'll show you how to set up. Allow cookies. Automating follow-ups. Set up the trigger, then click Apply filter. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. The sequence editor will open up and see a blank canvas. The workflow types can be created for the following objects: Contact-Based Workflow. To turn a workflow on: In the upper right of the workflow editor, click Review and publish. A Client can be part of more than 1 project and custom properties have to be shared. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Then enroll contact into static list. Sales. In the left panel, select Start from scratch or select a pre-made sequence template. The email reply will also be logged on the CRM record. 3. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom. I realiezed that there is no such option as setting the contact owner as sender of (emails in) a sequence, I have to pre-define sender here: Enroll contacts in a sequence without an email address. We use cookies to make HubSpot's community a better place. By 'lost' contacts I assume you mean they have completed the workflow. 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. 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. To. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. The record doesn't meet the workflow's enrollment triggers. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. . `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Eliciting a response. Then he is redirected to the thank you page. If you're reading this article, chances are you know how. We are a team of HubSpot experts. The Workflows API currently only supports contact-based workflows, the latest stable version of. ) I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Tiphaine! Thank you so much for your clarification. Using List membership filters in other lists and custom reports. Third, turned on my zap. that bride can only be enrolled in one sequence (even though she reached out to multiple clubs for info). Click on the Sequence name and then filter data to see the metrics for each Sequence, including enrollment rate, open rate, click rate, reply rate, meeting rate, unsubscribe rate, and. In the right pane, set an unenrollment trigger. This will be helpful to get emails out for the sales team, but. English English Español Português FrançaisIn the workflow editor, click Set up triggers. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. . However, many of our clients use Sales Hub. I agree, such a simple feature. If they are auto-enrolled into a sequence, that would eliminate this ability. lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". This is expected behavior. We use cookies to make HubSpot's community a better place. Reply. They'll execute i asynchrounously so long as the enrollment criteria is met by the CRM object. Cheers! Mauricio Here's how: Click Automation and select Workflows. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. " We're considering using a sequence to send "renewal reminder emails. Unfortunately not, no. After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of. Contact date property. Our marketing tool has a workflow feature that allows you to automate the enrollment of a contact into a sequence of emails, but again, this would be a sperated thread of emails; you wouldn't be able to add a sequence of new messages to an. HubSpot Sequences. . eg; when contact property is. (They won't be unenrolled unless they meet a goal criterion, enter an exclusion list etc. We use cookies to make HubSpot's community a better place. Click on the “Create Sequence” button. Check your inbox connection within HubSpot and your email client. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something Hubspot. We use cookies to make HubSpot's community a better place. Enrolling sequence twice. Complete and send the form on LP (Contact enrollment trigger). 2) You can use a form submission as the starting condition for your Workflow. 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. If the workflow is set up without any delays, then there would be no time for the contacts to click the link in the initial email and download the content. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something Hubspot should native. Click on the “Add email” button to add an email to your sequence. Hey @KVanIngelgem, There isn't any way to set a priority for workflows. Manual emails => a task to send an email. Enroll from a workflow. 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. the re-enrolment settings. 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. We use cookies to make HubSpot's community a better place. The filters I currently have are shown here (see screenshot). Action 1: Update lead status to "Attempted to Contact". . Trigger a Recipe based on events (such as a customer filling out a form). Remove from all other workflows optionin Unenrollment and suppression. To unenroll contacts from a sequence with a workflow: 1. On the workflow details page, click the Action logs tab or the Enrollment history tab. Hi all, I'd like to set up my conference delegate onboarding workflow so that it will progressively skip the earlier emails in the sequence the nearer an enrolment gets to the event date. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. 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. They seamlessly integrate with other HubSpot tools, enhancing functionality and creating a cohesive marketing ecosystem. Hello On having 7 different fields for worries with having only one possible value, we can esily fix our workflow possibilities check/scope. Even when I manually try to enroll my work contact, it will not work. We use cookies to make HubSpot's community a better place. Click on From scratch. the goal settings. Simply click the sequence name. Get a HubSpot. Sequence Enrollment Limit via Workflow. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. In your HubSpot account, navigate to Automation > Sequences. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom fields). Properties of Aloware actions . In the search bar in the upper right, search for sequences . 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. " Once this is saved and processed, the list. Rather, a specific Owner with a Paid Seat must be selected. To enable re-enrollment: In the left panel, click the Re-enrollment tab. You wouldn't be able to auto-enroll someone to a sequence. So to give more clarity. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. 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. HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The answer here is yes, a contact will continue in the workflow A, following the usual rules. HubSpot Workflow Examples to Surface MQLs and PQLs. eg; when contact property is. Go to Workflows. This limitation is insane. Note that you will NOT be able to access emails created in the. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. In which case, you can build a list of contacts who have completed specific workflows in the list builder. 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. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. the workflow I have set up has the contact being added to two sequences one after another. What you could consider doing is using unenrollment and suprression rules. haha ;) While not elegant (as you point out), even a workaround is generally better than a 'no'. So that if a contact is added to the "in-market" workflow they're. Choose an activity filter for Email subject and enter the subject line of the email: I'd recommend testing this on a few contacts before unleashing it onto the whole database. With Today’s date is unknown, new records would enroll into the workflow. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. If you want to only enroll contacts of a specific association label, you need to specify in the enrollment. An 'Enroll in sequence' action and an `Unenroll from sequence` action. 3) Filter all of your contacts by list membership is X. 2. 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. But while using sequences, you need to send emails from your connected inbox. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. Allow cookies. Humans of HubSpot Recorded Events INBOUND Groups. 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. It will allow you to send a series of email templates to your contacts. if they could enroll contacts & leads in a HubSpot sequence from the Visualforce component. With the addition of. 2. 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. Thus, the updates in the "child" workflow do not make the updates fast enough for the next step in the "parent" workflow. As contacts join the list, they would also be enrolled in the workflow and then the sequence. There isn't going to be a solution where you access this directly from a deal-based workflow. sure, but then you are just sending a generic email and we get 100's of. In the top left of the workflow editor, click Details. 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". 2. The filters I currently have are shown he. Any help would be greatly appreciated!! Yes this will work as long as the email sent from the form is a marketing email. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). You can also use contact based workflow to automatically unenroll contacts. The account I'm creating the workflow is a Sales Professional one, and we already connected the personal inbox. Enroll contacts in a sequence without an email address. There are multiple types of workflows in HubSpot based on your end goals. 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. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. This one is similar to the suppression list, except that goal lists serve a different purpose. Cannot Enroll Sequence to Workflow. . To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Once the contact's enrollment resumes, the sequence will start. However, since there is more than on at one point I cant. However an email is required to enroll a contact in a sequence. I would like to be able to select a Hubspot user as the sender using contact owner properties values from "contact owner" or "customer Hubspot o. 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. We use cookies to make HubSpot's community a better place. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". This new workflow action helps customers automate repetitive communication between their sales and operations teams, stay in sync, and. Here’s how we can do so! The enrollment trigger will be set to: ‘Company Properties > Name is Known’ - this ensures that we have a value to copy from the associated Company record, AND. The Workflows API allows for full CRUD access to workflows in your portal. NOT in Marketing Tab >Emails. Josh. In the top right of the editor, click More > View enrollments. 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. ) Action 2: Delay schedule and timing. 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. 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. 3. eg; when contact property is set to 'X' trigger sequence 'Y' 1. 5. I thought out plan allowed for that. HubSpot has tools you can use to simplify the process. We'd like to be able to create a sequence and enroll a Contact List instead of having to add contacts one by one, bulk or via workflow. They'll execute i asynchrounously so long as the enrollment criteria is met by the CRM object. 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.