The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. You can also automatically create follow-up tasks as part of the sequence so you never miss an opportunity to connect with a lead. Yes! Please allow us to disable automatic unenrollment! We use this to automatically trigger emails task to keep our customers. We use cookies to make HubSpot's community a better place. Each tag below contains a sample of the basic syntax, as well as an example with parameters and code output. You queue up a bunch of emails, personalize them all at once, and send them off. To apply any changes to contacts who are currently enrolled in the sequence, you can edit the scheduled emails individually, or re-enroll the contact at a later step. SarahMayo1. add a scheduling page to your chat profile. To do: Use ”Is known" as an enrollment and re. Create custom, responsive websites with the power of code — visually. Conversation properties are automatically set by HubSpot and cannot be edited. This allows you to add different field types to your form. This page is a comprehensive reference guide of the syntax and the available parameters for all standard HubL tags, including tags for system pages, such as the email subscription page. But, customer support said once you re-enroll them they start back at email #1. In your HubSpot account, navigate to Automation > Sequences. You can triage messages sent via email address, Facebook, or your website in one unified inbox. Let's call the two subscription types: "Daily 1 (daily)" and "Report 2 (up to weekly)". Choose the checkbox next to the name of the contact you wish to enroll in the right panel. Hello @Chloe45,. To select all records in the current page of the list, click the checkbox in the top left of the table. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. For example, as you are setting up your sequence, you. By using this date filter, you could exclude contacts from your enrollment list that were in a sequence recently. Save your sales emails from becoming impersonal. eg; when contact property is. Unfortunately not, no. If they've accepted the website cookies, you could then enroll the contacts based on the visit of a specific page and automatically create the deal record. Oct 20, 2022 9:57 AM. Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. Hi , Thanks for reaching out! I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. HubSpot will still use your profile's name for the sender name. 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. Correct Answer: HubSpot gives you a list of recommendations for improving your email. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Go to Workflows. Enroll contacts in HubSpot sequences directly from Office 365. In the top left, click the Manage tab. Otherwise, you will. 1. 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. Backed by dedicated support from HubSpot, the Salesforce integration increases productivity, saves time, and helps close more deals. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Contact enrolled in sequence --> ad hoc call outcome is 'connected' -- > automatically unenrolled. Hover over the name of the content that you're editing and click Edit. On the workflow details page, click the Action logs tab or the Enrollment history tab. I'd like to execute a sequence we've. In the editor, click a rich text module to insert a. And more specifically, this is an example set up where you'd add the enroll to a sequence for each cohort. Value: Admin time for BDR/AE when enrolling contacts into sequences. - 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 -> unenroll from sequence. Step 4: Scroll to the bottom of the right sidebar and select the four (4) Aloware Actions. In the workflow editor, click Set up triggers. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. And from there, you can decide if you want to only see contacts that have been. In the left panel, click the Actions dropdown menu, then select Merge. Click the name of a contact. To make the field optional, clear the Required checkbox to the right of the field. I hate needing to make changes at the template level all the time, just to add an. It's hardly an automation platform if I have to do it manually. Click + Create new email. Task 4: Analyze Sequence. Granular reporting for sales sequences. 4. You can find the sequence ID by navigating to your sequence and then. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. . Here are instructions to enroll multiple contacts in Sequences. English English Español Português FrançaisStep 3; Add a HubSpot Enrollment Trigger, and click the + icon to add an action. . I totally agree- HubSpot needs to create the feature that strips out auto-responders. HubSpot interprets "known" as "has changed", too, so the deals would re-enroll once the owner changes. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. HubSpot gives you a list of recommendations for improving your email. Enroll contacts into a sequence right in Outlook window. Here’s how you can add steps to your Sequence: It’s key to remember steps in a sequence happen one-by-one. You could place the link next to actions when selecting all contacts etc. Hi some things cross my mind: - are you enrolling contacts in different sequences at the same time? - may be an issue of surpassing the email limits you can send per day? 500 or 1000 depending on having Enterprise ou Professional - might it be the sequence setup? - does your sequence include tas. Click on the Setup link to start the authentication. To add a step, click on the + plus icon and select Action. ; You can create a playbook from scratch, or choose a Sales playbook or Service playbook template. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. Click the name of a contact-based workflow. HubSpot has tools you can use to simplify the process. In the left sidebar menu, navigate to Objects > Tickets. We would like to show you a description here but the site won’t allow us. When you create a HubSpot Zap, you'll be asked to log in to your HubSpot account (unless you are already logged in). Click the dropdown menu to select a HubSpot user in your account, select the {{ owner. , setting up a classic "if X then Y" statement but have been struggling to implement this. In a contact-based workflow, you could then re-enroll contacts when this box is checked and use the "Enroll in a sequence" 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 those that would need to get enrolled - The workflow would do that part for you. You would have to check where a contact left the sequence and manually re-add them where they left: (Don't shoot the messenger. 3. Hi @AJessen,. Optimize marketing, sales, and customer engagement with INSIDEA's expertise. I've split this discussion off from Stop contacts being added automatically after sending Gmail email. HubSpot is unable to view what caused this error, you can try re-enrolling. The sequence alerts you that they have responded. From the workflow editor, you can check which actions require changes or have encountered errors. This is mentioned in this knowledge base article. In the dialog box, you can also:HubSpot Marketing Software Certification Answers. Enable mass enrollment in sequences. Our sa. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. Try Webflow for as long as you like with our free Starter plan. To further customize the email, click the email tool link at the top of the panel. Enrollment Trigger: Contact Property "Now in Sequence" is known. . In your HubSpot account, navigate to Automation > Sequences. In the right panel, enter the details of the deal. Click the + plus icon to add a workflow action. You'll be brought to the contact's record in HubSpot, and the Email pop-up box will open automatically with a link to the quote page. For Example: Let’s say your automatic email sends out individual touch points on days 1, 3, and 7. To open an existing saved view, click + Add view to the right of your tabs, then select a view from the dropdown menu. The contact was sent the following email from the sequence and re-enrolled in the sequence. To create a new view with no filters set, click + Add view to the right of your tabs, then click Create new view. In your HubSpot account, navigate to Contacts > Lists . Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. The sequence alerts you that they have responded. I thought out plan allowed for that. To enroll in the Sequence tool. To start, click on this link, which will automatically download the Outlook add-in for desktop Windows users. 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. You can also add automated emails or create task reminders. You can use workflows to enroll contacts in a sequence based on targeted criteria. Includes 5 paid users. Click Enroll contacts at the top right of the sequence page. This would save users such as myself and other teams potentially hours of individual enrollment. Enter a question, then click Save. Currently I'd have to go through the enrollment process 50 times. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. What is the definition of contact management? Click the card to flip 👆. Email 5: Break-up Email. Automatic Pausing: If a contact replies to an email in the sequence, HubSpot will automatically pause the sequence for that contact. Depending on the type of. Hubspot, there must be a way in which you can expodite development on a small function such as mass sequence enrollment. There should be a link between conversation and ticket, especially when the auto-create ticket function is enabled. Sequences can now set up emails for you to approve before sending. Personalize your messages and. To manually create a deal: In your HubSpot account, navigate to Sales > Deals. In the enrollment trigger box, click the Set up triggers. Here are two ways to manually enroll contacts into a sequence on HubSpot. A Soft Bounce is a temporary failure. There are 75. In the workflow that you want to trigger a sequence, click the + icon. Reportable. Click on the “Create Sequence” button. If your subscription doesn’t say Marketing Contacts, you. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something Hubspot. An email sent through a task would not be a sequence email, it would be a single one-to-one email created through a sequence. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. ". I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. In your HubSpot account, navigate to Automation > Workflows. The contact will then continue through the sequence until they complete each step or. . HubSpot Sales comes pre-packaged with HubSpot CRM Free, allowing you to manage your entire pipeline and speed up your sales process without clunky tools or spreadsheets. Sequences currently don't allow for contacts to be enrolled without having an email address for the contact. if they go to our website and submit a form they are still enrolled. ----- This is now in public beta! Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. To manage your calendar settings: In your HubSpot account, click the settings settings icon in the main navigation bar. Understand and get started with HubSpot sequences' best practices. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. HubSpot will still use your email signature, not theirs. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. While I see the benefit of being able to do that. But thanks to a recent update, Sequences can now do so much more. Starts at. In the top right, click Create email. In order to configure your custom CRM card from an app, you need to complete the following steps first: Create a HubSpot developer account. SureTriggers: Best Workflow Automation Software for Productivity. In the dialog box, click Yes. With automation, we expect to be able to enroll all the contacts, that qualify, within the 500 limit to a sequence as opposed to doing it page by page. To set enrollment triggers, click Set enrollment triggers. responding to an email, or scheduling a meeting), can all other contacts who are associated with the same company AND enrolled in the same sequence also be automatically unenrolled?Sequences. Once you've selected your secondary record, click Merge. Sequences are designed to stop once a contact replies or books a meeting with you via a HubSpot meeting link. As a Free user, I run a weekly task to mop up prospective customers who have fallen out of sequences using the "Last sequence ended date" contact property: This sounds like something that Workflows would be helpful for, if you're a higher-tier user. Showing results for. name }} token to automatically pull in the first and last name of the user assigned as the contact owner for each recipient, or enter a new name. Now in beta is the ability to edit scheduled sequence emails. This would only work going forward, not historically. The developer account will allow you to build apps that enable you to package functionality to share with a HubSpot end-user. If you are enrolling contacts in a sequence from the CRM, you can also select the alias as the From address in the Select sequence dialog box. In the left panel, under Advanced options, click From a webhook. You're simply using another infrastructure to send the emails and that affects deliverability. 2. Question 11. A few hundred would be sufficient for us. We use cookies to make HubSpot's community a better place. I'm trying to create a list of companies that are not enrolled in a sequence, but when I use the filter of the company's associated contacts - number of sequences enrolled: is unknown, the list presents "at least one associated contact" has never been enrolled in a sequence. ; Classroom Training Schedule in-person training for a hands-on and. This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. Unenroll Contact from Sequence. Sales Content. Search for Lead status in the search bar and click Lead status to edit the property . When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. HubSpot currently is logging ALL email communication to every active deal. They could then re-enroll them in another. Service Hub Enterprise. Under status, select Sequence Ended, no response to generate a list. In HubSpot, there are different ways via which you can enroll contacts. . Or, enter your response in the reply editor, then click Send to automatically assign the conversation to. You would have to check where a contact left the sequence and manually re-add them where they left: (Don't shoot the messenger. Use sequences properties and activity as Contact filters in List and Workflows. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. Assigning leads to your sales team when they are added to your contact database. Select "enroll in a Workflow" from the drop-down menu; Choose your Workflow and press Send. As a next step, in the workflow Settings > Unenrollment and sup. You can select a specific sequence, along with the sender and sender's email address. Sep 22, 2022 9:48 AM. Email subscription status and Marketing contact. Thank you for reaching out. You could however bulk enroll up to 50 contacts in a sequence by following these steps . Hi , This is now possible using contact-based workflows, available in Enterprise. Click the Select a pipeline dropdown menu, then select a pipeline to edit. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Hi , Thanks for reaching out to the Community! You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. To add a simple text field question, click Custom question. ; By default, records will. 1. This means that the ticket would only be re-opened 1 time, but some of our customers will reply back and forth at least 3-4 times, and the workflow wouldn. View the logged email in HubSpot. Currently, there is no way to automatically unenroll someone from a sequence after clicking a link that is not a meeting link. To enroll from the sequence tool: 1. Using the workflows tool, you can automate things like contact property updates, email sends, internal notifications, and more. In the top right, in the alert above the contact's avatar, click Pause or Resume. This How to Use HubSpot with Tim will walk you through bulk enrolling prospects. 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. Hi , This can be achieved with an additional list. Example: If an account's daily send limit is 500, then a Super Admin can enroll at least 100 but no more than 200 contacts in a sequence at one time. This will register the *new* email address of the contact so sequence emails will be sent to that newly updated address. Use sequences properties and activity as Contact filters in List and Workflows. I was thinking if this would be possible via a workflow i. In the enrollment trigger box, click the Set up triggers. When you create your sign up form, align your text so it’s easy to read and follow. In the right panel, select your alternate (B) email. Have the contacts been enrolled into the sequence by yourself? Also, please note that o nce the contact's enrollment resumes, the sequence will start. ( the way that reBump does it in 1 click ideally ) the closest i got to this is this workflow: 1 - reply to my lead with a custom email ( present day ) 2 - click on Email > Sequences ( present day ) 3 - Select a Sequence and schedule it to run a. Feel free to reach out if any questions!Scalable Sequence Automation from many different potential Senders. In the Associate deal with section, search for and select records or line items the deal is related to. In the upper left, click the Manage tab. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. (I'd appreciate it!) Have a great dayThe first sequence has 5 emails and associated tasks. The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. In the upper right, click Create workflow. The email in the sequence after I changed it and added "Just adding some extra text to see if it shows up" to the template. . Then, click on Create sequence. You could however bulk enroll up to 50 contacts in a sequence by following these steps . Then, click Save. 1. Out of the box, without custom development, workflows do not have any cap / throttling features. 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 ‘Contact Properties > Company Name is Unknown’ - this is so that we are targeting contacts without an existing value and aren’t overwriting any important information. 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. In the right. Why would I want to display a number in a report and not the actual name of the Sequence? I recommend creating a Last Sequence Enrolled by Name so r. Thanks Hubspot!)This is set automatically by HubSpot based on the latest date of the activities in the record. And you can't use a Workflow because you can't add the action to enroll in a sequence without Enterprise. Select the contacts or companies you want to delete: To choose specific records, select the checkbox next to each contact or company. This will enable users to change the send dates and times of emails after a contact has been enrolled. On the Manage tab, you can compare how your sequences are performing by reviewing the. Zapier users love adding Perfect Tense to their workflows. Feel free to reach out if any questions! Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, quotes, and tickets. You can also use contact based workflow to automatically unenroll contacts. It works perfectly. We use cookies to make HubSpot's community a better place. this is super frustratingEnroll up to 50 prospects in a sequence at once. In your HubSpot account, navigate to Automation > Sequences. The following templates have 60% or higher open rates, 8% or higher click-through rates, and 30% or higher response. HubSpot Marketing Software Certification Answers, this certification demonstrates your proficiency in the theory and practice of inbound. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". 1. 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. The workflow will then execute a series of actions on the enrolled record or associated. In the left panel, choose Start from scratch or select a pre-made sequence template. ) The list will then populate with contacts associated to. Some examples of Blank workflows are: Sending a follow-up email after contacts submit a form. Recalling that the mode is 3 and the mean is 4. Currently, we only have the option of Sequence, Sender (someone with a paid Sales seat) & Email Address. As far as I know, there isn't any way to do this automatically or in bulk. Email 3: Social Proof + Invitation to Chat. In this way, Sequences has always been like a personal. Literally the use case is: - You have an onboarding questionnaire. . Super Admins with a Sales Pro seat should be allowed to enroll at a minimum, at least 10% of contacts based on their daliy send limit. Scroll down to HubSpot Asset Membership and Enrollment > Click on Workflow Enrollment and then choose your workflow. We'll discuss how the HubSpot sequence works, why you should use it, how to use Sequences effectively, what features are available in Sequences and. Here's how: Click Automation and select Workflows. Being able to choose when your sequence will start lets you enroll prospects. It would be nice to auto-enroll leads into sequences like you can for workflows. You can then use this property for reporting or list building. Click + Create a webhook event. To exclude lists or contacts when sending a marketing email: In your HubSpot account, navigate to Marketing > Email. Option 2: Create a custom property -. 1. Hubspot create sequences. Please note: if you merge records while on a call, the call will be automatically disconnected. Contacts can then be unenrolled from that sequence automatically or manually. Forms are a core part of the HubSpot suite, and can be created in a HubSpot account of any subscription. e. Click the name of the contact enrolled in the sequence. A HubSpot sequence is an automated task that you can use to send a series of sales emails,. It sounds like the new companies were uploaded manually, so maybe use create date and offline source, unless there's something else that would identify them. actionUrl: the URL where an HTTPS request is sent when the action is executed. Once opened, tabs automatically remain pinned on the home page unless you close them. Subscribe. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. Select the checkboxes next to the contacts that you want to unenroll from. In the upper right of the tab, use the search bar to search for the record. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. You can enroll contacts in sequences from the sequences tool, CRM records, using the HubSpot sales email extension or add-in in your email account, or using workflows. Click on From scratch. If they've accepted the website cookies, you could then enroll the contacts based on the visit of a specific page and automatically create the deal record. Scroll down to the bottom of the page until you find the HubSpot Integration section. Your emails will automatically send out to Prospects based on the time interval you set for each sequence step. Hi @JVion , the way I would handle this is to create a property using the rich text property type, then you can update this property for all 10 using the bulk edit before enrolling in the sequence. The 100% accurate option would be building a list of contacts where Last sequence enrolled is any of [sequence ID]. Last sequence enrolled date: the date the contact was enrolled into a sequence. 1. The selected record will be unenrolled. This is a link to the HubSpot App Marketplace where you can check it out. But, customer support said once you re-enroll them they start back at email #1. HubL standard tags. Send customers the information they need based on their current lifecycle stage. 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. Thank you for the consideration! (Edited: Removed the reference to missing email signatures as that's been delivered. With these plans, you have access to more advanced features in workflows, including reply detection. I think it would be great to continue running a sequence even after a client replies. The alternative is to unenroll everyone, create a new sequence without the first email, then enroll everyone in that. 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. The purpose of a sales sequence is to engage prospects, and they haven't engaged. This enrollment failed because Gmail failed to send the first step. Use bulk enroll for specific use-cases, not for prospecting. We also used to use MailChimp and I find the email part of HS's platform really weak in comparison -- not enough flexibility in basic drag-and-drop type modules/WYSIWYG editor. Then I want to enroll the same contact within a new sequence (in order to get the follow-up done automatically) but within the same email thread. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. To create an if/then branch, click the + plus icon to add a new action, then in the right panel, select If/then branch. Task 3: Change Lead Status. Enter your sequence’s name and click the “Create” button. There are a few things you can do here: 1. contact: contact_hubspot_owner_id: TEXT: Contact owner:To customize the statuses in a pipeline: In your HubSpot account, click the settings settings icon in the main navigation bar. first. This limitation is insane. In the right panel, under Choose type, select Schedule. In most. Types of branch logic. When this happens. In the right panel, select Custom code. A strategy that focuses on using a software program to easily store and source a contact's information, including their name, contact history, email information, and more. Enroll Contacts in Multiple Sequences. This would only work going forward, not historically. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. To do that, go to Contacts > Lists and click Delete All. 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. But be careful, you may not want to enroll multiple contacts in the same Sequence. Tiphaine! Thank you so much for your clarification. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. English English Español Português Français You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. A Fundamental Change in the Sequences Tool. To group your filters with AND, OR and NOT logic: Click the filter you want to group with another. In the top right of the. . is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. I am in agreement with you that the way it's being done now is correct. 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. Our gatekeeper assign the tickets to owner, but the problems are:In your HubSpot account, navigate to Conversations > Chatflows. Automate your prospecting, sales, or marketing communications using HubSpot sequences. In your HubSpot account, navigate to Conversations > Inbox. Just head to the Sequences tab in HubSpot, find the. Under the Choose what happens after your email is sent, select the type of workflow you. Simply click the sequence name. I have the professional verison of both the marketing and sales hub but the "enroll in a. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. In the upper left, click the Enrollments tab. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. In your HubSpot account, navigate to Automation > Sequences. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. In your HubSpot account, click the settings icon in the main navigation bar. Let me know if you have any questions! You can help others find this information by accepting this as a solution. HubSpot Sequences is a marketing tool that will help you to create sequences of emails, social posts, and ads. What doesn't exist now: Ability to filter for "Enrolled by X User" (or use as a workflow trigger) Use Case: Specifically in this use cause, set ownership and other properties through a workflow based on when a particular user or team enrolls a contact into a sequence. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. Unless specified, there are no further conditions to this. Workflows have automatic and manual enrollment. . Click Quotes to share pricing information. Here's a screenshot of the recommended Workflow setup for doing this when I called into HubSpot:.