On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. You don't need to waste time training your team on new sales software. Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: Your workflow could look like this: Let me know if you have any questions! You can help others find this information by accepting this as a solution. Using Sequences, you can tee up your follow-up for the appropriate day and time. However, the contact is still enrolled in the sequence. English English Español Português FrançaisSearch HubSpot Ideas or Create Idea. Only "now in a sequence is equal to True. Identify product qualified leads. If purchasing HubSpot Operations Hub is an option, feel free to reach out to. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. . You can't add a delay using the automation in Sequences. Use the workflows tool to take your automation to the next level. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. In the sequence editor, click the edit pencil icon and enter a name for your sequence. that bride can only be enrolled in one sequence (even though she reached out to multiple clubs for info). While Sequences mainly serves a very specific need of sending semi-automated series of sales emails. You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. The first and only action in this workflow would then be the "Set property value" action. We use cookies to make HubSpot's community a better place. The exception is enrollment via workflow. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. We need to be able to put them in a sequence for each one. Allow cookies. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom. Excellent, thanks, Frank. Placeholers => required to be manually personalized before enrollment. The first and only action in this workflow would then be the "Set property value" act. To enroll from the. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. . An 'Enroll in sequence' action and an `Unenroll from sequence` action. 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. . The only question I have about re-enrollment triggers @karstenkoehler is if you can have multiple enrollment triggers ('Enrollment 1' OR 'Enrollment 2' OR 'Enrollment 3'. e. A Client can be part of more than 1 project and custom properties have to be shared. Does anyone know if a workflow is possible that has a lead status cause unenrollment from (specific. If you're reading this article, chances are you know how. Eliciting a response. Discussions. An 'Enroll in sequence' action and an `Unenroll from sequence` action. 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. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. Step B - Create a Sequence, from the emails you created in Step A, in the AUTOMATIONS tab. Workflow following a sequence SOLVE We conduct research on relevant contacts for our sales. However an email is required to enroll a contact in a sequence. This is mentioned in this knowledge base article. ----- This is now in public beta!If we can't connect, we enroll the prospect in an email sequence. CRM & Sales Marketing Service RevOps & OperationsThanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. Not in the Actions dropdown, nor can I add it as a card or a property. Set up the trigger, then click Apply filter. You can select additional properties to refine the objects that you would like to enroll in the workflow. To learn more, and to see a full list of cookies we use, check out ourWe use cookies to make HubSpot's community a better place. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. Create an email workflow that will enroll the lead in the call task sequence and then immediately start sending marketing emails from the sales manager. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Hi , I specified my answer above, you would still have to create a contact-based workflow, but filter for the Deal stage of the deal associated to JavaScript must be installed and enabled to use these boards. With workflows, HubSpot can automatically copy the value of. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Hey Hubspot community, I think it would be incredibly helpful if there was a way to easily mass-unenroll contacts from sequences. There isn't going to be a solution where you access this directly from a deal-based workflow. Allow cookies. If you want to make bulk updates to existing records, it is best to make those changes using the. . . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You can use the Unenroll from sequenceworkflow action to unenroll contacts from the sequence they're currently active in. So here goes. Personalisation => based on custom fields. So to give more clarity. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Sales Team 2. We use cookies to make HubSpot's community a better place. Workflow is not turned on. English English Español Português Français1) When creating your landing page, you have the opportunity to send a follow-up email at the time of the form submission. We would like to enroll contacts who complete this workflow but do not order into a long-term nudge campaign (new workflow). Hi , You should be able to reference an email from a sequence in a workflow like shown below. This is mentioned in this knowledge base article. It's not possible to send a sequence on behalf of another user. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. . Sequences are created from a combination of places, just like workflows. Time: the time that the event happened. . In the left panel, select Start from scratch or select a pre-made sequence template. 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. I've implemented hubspot for some clients that have a qualification team on their sales process. Personalisation => based on custom fields. Hey @KVanIngelgem, There isn't any way to set a priority for workflows. Aug 19, 2023. HubSpot will still use your email signature, not theirs. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. Action 1: Update lead status to "Attempted to Contact". To turn a workflow on: In the upper right of the workflow editor, click Review and publish. Last SMS) --> Delay 2 days --> Enroll into Workflow 3. 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 something along those lines). Set workflow enrollment triggers to automatically enroll records in a workflow when they meet specific criteria or complete an event. Enrolling a list to a sequence. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. In the upper right of the tab, use the search bar to search for the record. Select the triggers that you want to use for re-enrollment. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. HubSpot will still use your profile's name for the sender name. See how to do it here. This is a contact property. Use contact-based workflows to automate sequence enrollment and unenrollment. What kind of placeholder values have youHi - you can build the SMS texts with Salesmsg and use the IF/THEN branch to trigger the texts based on conditions you wish. Workflow A: action 1 > action 2 > enroll contact in other workflow > action 4 > action 5. 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. They'll execute i asynchrounously so long as the enrollment criteria is met by the CRM object. Unfortunately not, no. 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. I think this is just an oversight as a relatively new functionality but when I wish to use a workflow to enroll prospects into a sequence I am unable. I thought out plan allowed for that. 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. After that workflow wizard will be opened. 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. We are a team of HubSpot experts. Sequence Enrollment Limit via 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. In the top right, click Create Sequence. Automating follow-ups. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ) I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. This challenge sounds interesting. On the workflow details page, click the Action logs tab or the Enrollment history tab. 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). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. (I'd appreciate it!) Have a great day The sequence is the first point of contact we have with prospects after they enquire. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. . For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. It would be very beneificial if we could control the "trigger" inside HubsSpot on when a contact is unenrolled from a sequence, but those options are currently grayed out and we cannot. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. My suggestion would be to leverage a workflow to enroll the contact into the next sequence (note, you do need Sales Enterprise to unlock the capability to enroll into a sequence from a workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ; By default, records will. We use cookies to make HubSpot's community a better place. Sometimes we get a call back from the prospect and do a discovery. 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. This is a link to the HubSpot App Marketplace where you can check it out. Automate Sequence Enrollment for Sales. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence enrollment from a workflow. Scroll down to HubSpot Asset Membership and Enrollment > Click on Workflow Enrollment and then choose your workflow. Enrollment Trigger: Contact Property "Now in Sequence" is known. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. You can send a series of email templates after enrolling contacts manually. This limitation is insane. This is mentioned in this knowledge base article. Allow cookies. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. Hi , Adding this as a re-enrollment trigger should to the trick: Unenrollment criteria actually do not play a role here. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. This will allow Sequence properties to be used in List building, Report building, and Workflows. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. There are multiple types of workflows in HubSpot based on your end goals. You'll see an orange 'Enroll contacts' button in the top right-hand corner. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Sometimes we get a call back from the prospect and do a discovery. Click the name of a workflow. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. In the left panel, select the when an event occurs. Eventually, I managed to manually enroll my personal email into the workflow, but even though my personal contact was mentioned in the history section, it did not receive the email itself. Allow cookies. Click the Manage tab on the top left. So to give more clarity. We have an app that we use at conferences, and we enroll people into a 4 email drip campaign after the conference. And you can't use a Workflow because you can't add the action to enroll in a sequence without Enterprise. Hello As you mentioned previously that there are only 7 worries and if it's going to be fixed number then can you create a seperate field ( single-line text ) for each worries. We use cookies to make HubSpot's community a better place. If the option is turned on, the HubSpot will enroll any contact that. the re-enrolment settings. Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. Hi @A_Walters,. Surprised it's not intuitive to enroll a Contact from their record. Click to toggle the Re-enrollment switch on. If you're in a contact-based workflow, select an option in the dialog box. 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. The email reply will also be logged on the CRM record. Re-engage inactive contacts. click Enroll from a list. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. 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. Click on the “Add email” button to add an email to your sequence. Set up the trigger, then click Apply filter. Click on From scratch. 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. This is the obvious one. 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. if they go to our website and submit a form they are still enrolled. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. 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. The selected record will be unenrolled. Good use-cases tend to be event-based. The lead enters my workflow. I've tried various ways to get this to work, and I'm having no issue with getting the workflow to work the first time, the issue is getting the workflow to re-enroll if the sequence is sent to the contact for a second time. Out of the box, without custom development, workflows do not have any cap / throttling features. finn. 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. Using a contact-based workflow, you can enroll contacts into a sequence and choose the sender:. ) The custom code action could delay further actions if a defined contact. Enrolling contacts into a sequence doesn't have to be painful. An 'Enroll in sequence' action and an `Unenroll from sequence` action. 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. The Workflows API currently only supports contact-based workflows, the latest stable version of. In the below example, contacts will always enroll in both workflows. Enrollment triggers: The second workflow would look like this. We use cookies to make HubSpot's community a better place. Enroll from a workflow. To further refine your trigger, click Add refinement filters. You can then use this property for reporting or list building. Only "now in a sequence is equal to True. 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. . English English Español Português FrançaisCreate workflow from form submission. 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. 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. Thank you for your help (as always!)Please see screenshot below - I am struggling with how and why my contacts haven't yet received the emails when all has been actioned as specified. unenrol settings. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. Click on the “Create Sequence” button. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Otherwise, the "Last sequence ended date" might be referring to an earlier sequence. 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. 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. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. So basically if a client visits the page we specify,. Hi everyone, portals with Sales hub Enterprise are now able to enroll contacts in a sequence using workflow (and on behalf of another user): Use the Sequence dropdown menu to select the sequence that you want to enroll contacts in; Use the Sender dropdown menu to select the user that will be listed as the sender of the sequenceHubspot tends to focus alot more towards B2B. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. Manually unenroll multiple contacts from the sequence summary page. The user visits LP. Will step 2 stop subsequent 5 min delay. It will allow you to send a series of email templates to your 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. How should one use the "Last Sequence Enrolled" and "Last sequence ended date" properties to check if the contact has responded? Would we check if the sequence ended before the expected end date?In the upper right, click Create workflow button and choose From scratch option. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. Also, while creating sequence s, you always have to use sales email templates, but you. HubSpot Workflow Examples to Convert SQLs into Customers. By 'lost' contacts I assume you mean they have completed the workflow. They will remove the contact from the same workflow. Learn more about setting enrollment triggers in workflows. Step A - Create emails. We use cookies to make HubSpot's community a better place. In the workflow editor, click the + plus icon. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. Hi @Bob2245, "Create date is known" is the most immediate and easiest way to "catch" and enroll all new deal records. . Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. In the upper right, click Add report, then select From the report library. Contacts can also be entered manually with a list. 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. Hi everyone, We have a renewal pipeline. Allow cookies. The contacts have finished and left the sequence. 1. Click on Create workflow. Then enroll contact into static list. Rather, a specific Owner with a Paid Seat must be selected. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. Properties of Aloware actions . There are a few ways you could approach this: As part of the sequence, have the sales rep set a property value on the contact record and use that value as a workflow enrollment trigger. If purchasing HubSpot Operations Hub is an option, fe. Go to Workflows. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. English English Español Português FrançaisWe don't grab everyone's email at first. Simply click the sequence name. sure, but then you are just sending a generic email and we get 100's of. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Learn more about event triggers. " Click "and" to select the same workflow, then select "has not met the goal. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. Either create a workflow from scratch or use the Marketplace t ab for a workflow. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. Delays and actions are based on the action before it, not the lead's enrollment date. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. In order to automate the process, we can create a contact-based workflow to copy the Company property 'Name' to Contact property 'Company Name'. Thank you for reaching out. So that if a contact is added to the "in-market". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". 5. ----- This is now in public beta! If we can't connect, we enroll the prospect in an email sequence. Why this isnt already default is confusing to me. We have created a one-to-one sales email follow-up sequence that we enroll contacts in after we have sent them a proposal. Note that you will NOT be able to access emails created in the. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. " Once this is saved and processed, the list. We are a team of HubSpot experts. In the CONVERSATIONS tab. But this is not shown as an option at all. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. Contacts already met the workflow goal. set of tasks trying to connect with a contact). Click the name of a workflow. To enroll in the Sequence tool. Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No". select "Yes, remove them from this workflow". I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. HubSpot has tools you can use to simplify the process. 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. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. 2. To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > Workflows. , do you have thoughts on this? We use cookies to make HubSpot's community a better place. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. In the top right corner, click Create workflow . Let's have a look at the first workflow. We use cookies to make HubSpot's community a better place. eg; when contact property is. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. Looking forward to your feedback its very much appreciated 🙂 English English Español Português Français Sequences cannot be sent on behalf of someone else. Would like additional workflow enrollment criteria regarding sequences, specifically the option to choose "Finished sequence" AND "No response. . In the upper left, click the Manage tab. The email reply will also be logged on the CRM record. Step 3; Add a HubSpot Enrollment Trigger, and click the + icon to add an action. If the contact is not enrolled in a Sequence, nothing will happen, the step. Josh. 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. ThankyouCurrently, we enroll contacts in an abandon basket workflow. Humans of HubSpot Recorded Events INBOUND Groups. Here you can choose the sender: Best regards!HubSpot workflow automation is one of the most powerful features of the platform. This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. The filters I currently have are shown here (see screenshot). As a next step, in the workflow Settings > Unenrollment and sup. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. They'll execute i asynchrounously so long as the enrollment criteria is met by the CRM object. We use cookies to make HubSpot's community a better place. Hi @CSic. We use cookies to make HubSpot's community a better place. The workflow will then execute a series of actions on the enrolled record or associated records. You can then use a contact-based workflow to enroll contacts with this value and unenroll. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. HubSpot will still use your email signature, not theirs. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. How do HubSpot workflows work? In this video, we'll show you how to set up. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. 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. And from there, you can decide if you want to only see contacts that have been enrolled, completed the workflow, is currently active, etc, etc. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. 2. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Select the workflow in question, then select "contact has been enrolled. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). You can use workflows to enroll contacts in a sequence based on targeted criteria. Click the name of the workflow or create a new workflow. Cannot Enroll Sequence to Workflow. I can see Workflow status indeed but as you can see on capture below there is no "sequence status", not even when I go to the Activity We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. This is a contact property. Creating ads audiences with contact. 3. If we manage to get a contact on the phone to discuss their proposal. So that if a contact is added to the "in-market" workflow they're. hence why i think this is an issue for us. 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. . This feature would be good for companies with longer buying cycles and send out emails to nurture contacts to become leads every quarter. Each locaiton has its own Sales Manager who uses HubSpot sequences. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. Specific date. 1) Create the list. finn.