Similar to contacts and companies, your team can configure permission sets (Enterprise) as seen in this screenshot below: You’ll want to set up unique permission sets to apply to your HubSpot back-end users based on their role or core purpose in HubSpot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Map Lead and/or Contact fields from Salesforce to the Prospect fields in Outreach. -ZackIn this walkthrough video, our social media specialist Alyssa walks you through step-by-step for sequence creation and how to enroll a contact and list into. For example, I enroll contacts in sequences and send emails as the marketing manager but the email signature is the contact owner which is a sales rep. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. Click the settings icon settings in your HubSpot account; Go to General. To learn more, and to see a full list of cookies we use, check out our 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Enrolling contacts in Call Only sequence. English English Español Português Français The contacts have finished and left the sequence. Unenrolling Contacts from the Workflow. We packaged it over the weekend into this :. One powerful feature is that if a contact in a Sequence replies to an email in the Sequence, or books a meeting, the contact is automatically removed from the Sequence. As QR-codes of vCards are steadily replacing traditional business cards, your sales teams can now leverage the QR-code scanner (Free) in the HubSpot mobile app to import vCards and add contacts directly to their HubSpot portal. Sequence can be partially or fully automated which makes it a great. @somu You can bulk enroll a list to a sequence following these steps. Alternatively, you could explore. In your HubSpot account, navigate to Automation > Sequences. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. As you start enrolling contacts into the sequence, the active list will grow and the view will automatically filter out contacts. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. Reply. When you go into this particular bucket, it will show. For example, as you are setting up your sequence, you can also create workflows from the Automation tab to automatically enroll your contacts in the sequence. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. Currently, active sequences which have either the order or its content in the email templated edited requires an un-enrollment and a re-enrollment of actively enrolled contacts which is quite a lot of task considering the number of enrollments. English English Español Português Français Thank you Karsten for such a super fast response! I had a feeling this would be the answer. The contact property HubSpot Score is greater than or equal to ###. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. In the left sidebar menu, click Sent. Kyle Jepson. The HubSpot Marketing Email tool allows businesses to mass enroll subscribed contacts into email campaigns. Enrolling prospects into sequences where the first step is an automatic email. Click the name of the contact. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. Instead you will need to start a new email. However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to manual follow up methods. For example, sales agents can send promotions to certain clients over a period of time and through a defined series of emails. I agree, such a simple feature. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: E ach contact can only be enrolled in one sequence at a time, see here. Workflow 2: Enroll contacts to Hubspot sequence(s) You can create a workflow and enroll contacts in sequences based on the contact owner, depending on the number of sequences available. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I want to schedule my emails to go out at a specific time (mornings) and day. Your final step will be to create a list with the criteria where your custom “Date of MQL Rolled Back” is known. Enroll contacts into a sequence right in Outlook window. Hi Thank you for this information. The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. Your browser appears to have JavaScript disabled or does not support JavaScript. 1. 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. Learn how in today's video. 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. They count towards your pricing plan. Click the start dropdown menu at the top of the enrol sequence. @somu You can bulk enroll a list to a sequence following these steps. HubSpot automatically personalizes the email for you. (If a contact has booked a meeting with you, unenrolled from the sequence and then deleted the calendar entry, you would still see the meeting confirmation email on the contact record, but not the meeting itself. Also, you can enroll your contact manually and can even create your contact list in HubSpot. We use cookies to make HubSpot's community a better place. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. One such set of activities could be a sequence of 3 emails with the intent of setting a meeting with a prospect. Scroll down to the Status, click Actions and select Unenroll. Click the name of the contact. Let me know if you have any follow-up questions!. Then immediately enroll these new leads and start nurturing them right from the mobile app with the new. In this case, it would be great if we could set "clicked. If your subscription doesn’t say Marketing Contacts,. However, many of our clients use Sales Hub. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. SarahMayo1. Cookies help to provide a more personalized experience and relevant. Select the checkboxes next to the contacts that you want to unenroll from. 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. But we can't do this without being able to add 1 contact to multiple sequences, or making it more complex and picky with a workflow. So multiple people at our company need to be working with the same customer contact to onboard different products. When contacts reply to the email or book a meeting, they will automatically unenroll from the sequence. You can, however, only manually enroll contacts in HubSpot Sequences unless you have Marketing Enterprise, which provides automation between Workflows and Sequences. Read on to know more about it. and banner clicks across every email sent from HubSpot Email. In the enrollment trigger box, click the Set up triggers. Schedule the email to send on a different day. Before anyone suggests the "Document Tool" this was explored. See moreUse contact-based workflows to automate sequence enrollment and unenrollment. At the bottom of the right panel, click Next . I have a similar request, with the idea of keeping the 1:1 connection, but just automating tasks. You are able to enroll a mutilple people to a sequence - but once you get to the enrollment process, you still have to enroll each one by one. Eliminate back and forth emails and missed calls by sending a link that lets your leads pick a time that works for both of you. Thank you!. One of my users just ran into the same problem. Hi @RebeccaShultz, Out of the box this is currently not possible. [Ops] Not Geo Target MQL (inclusive). Source: HubSpot. What we are trying to accomplish is attach the same characteristics across mulitple contacts so that I don't have to indivdually enroll each and everyone. Once you start enrolling contacts in yo. The starting condition for any workflow could be to manually or automatically enroll contacts. Once a month (or week) you'd manually delete the contacts from the list. The form fills are sent to our customer care team in HubSpot to. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. 1. Hi , Deals can't be enrolled in sequences, only contacts can be. We don't grab everyone's email at first. It works perfectly. 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. Enroll contacts in a sequence hubspot. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. I think the last issue is that Im struggling to get the re-enrollment criteria right. Enroll Contacts in Multiple Sequences. My sequence typically is 1) create contact 2) create deal 3) associate contact with deal and finally 4) add association label. After setting up and using. It would be helpful to have additional CTA options to unenroll contacts from sequences beyond the standard "booked meeting" or "replied to email. Deals can't be enrolled in sequences, only contacts can be. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. Click the sequence name. You can review, subscribe, or unsubscribe contacts manually from their contact record: In your HubSpot account, navigate to Contacts > Contacts. What’s the biggest practical difference between a sequence and a workflow in HubSpot? A sequence email is always sent from the email address. HubSpot gives you a list of recommendations for. Click on Create Sequence. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. . I wanted to chime in here - this feature went live this week and is available in our Sales and Service Hub Enterprise. Unenroll all 49 contacts from the sequence. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. Step 5: Set Timing and Actions: In the sequence, outline the timing and actions for each step. To sort your sequences, click a column header. Conduct A/B reporting on templates, images, and email material by tracking email engagement in HubSpot to make changes that bring real results. You can use workflows to enroll contacts in a sequence based on targeted criteria. Add the email to this workflow to deliver the email automatically. We have 3 unique products, with 1 unique product specialists for each different product. For example I may want to enroll everyone at. July 31, 2017 12:12 PM. This limitation is insane. using a workflow to enroll contacts? I definitely see the benefit on the Pro level vs. To learn more, and to see a full list of cookies we use, check out ourSep 22, 2022 9:48 AM. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. Benefits of. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. Hi , Currently it's not possible to auto-enroll contacts into sequences. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. I didn't want to use the diary link ans suggested that they invited me themselves to. You can read more about enrolling and unenrolling contacts in sequences with the help of. Use bulk enroll for specific use-cases, not for prospecting. Currently data generated from the email sequences are poorly integrated with the contact properties. For these contacts we still want to enroll them in a "call only" sequence. Right now after a client replies, they are automatically unenrolled from the assigned . Discussions. This limitation is insane. Enroll contacts into HubSpot Sequences and create meetings directly from Salesforce records, so reps can spend less time clicking between tabs and more time connecting with customers. We have an app that we use at conferences, and we enroll people into a 4 email drip campaign after the conference. Click + Create a webhook event. Navigation Menu HomeEnroll contacts in a sequence without an email address. Hi @DTaylorNTI, Yes, you could pick any of the below contact properties and filter for ". Limit the number of contacts in a workflow. Jun 26, 2017 5:12 PM. To learn more, and to see a full list of cookies we use, check out our To help you better understand the benefits of using HubSpot Sequences, we’ve listed them here: 1. Marketing Workflow contacts will be unenrolled from a Workflow if they unsubscribe, if they reach a goal, or if they no longer fit the enrollment criteria. When the deal gets moved into that particular deal stage, a task is created automatically - notifying the sales rep that they should enroll the associated contact of that deal in the. My sequence typically is 1) create contact 2) create deal 3) associate contact with deal and finally 4) add association label. The email reply will also be logged on the CRM record. 5. Limit the number of contacts in a workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This is the thinking behind HubSpot Sales Sequences, which is a wonderful feature in the HubSpot Sales Hub. to enroll from a particular step do your enrollment per usual (whether that is contact by contact or from a list). 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). You'll be able to choose the starting point from there. A Fundamental Change in the Sequences Tool. A. Also, you can enroll your contact manually and can even create your contact list in. Enrolling prospects into sequences where the first step is an automatic email. It's important to note that: You will be the sequence user, meaning any tasks assigned to the sender will be. The contact sends an email to you, not as part of the sequence, from the email address that was enrolled. You might think that nurturing leads is mainly down to marketing people in a company. Examples include accounting user vs. It would be great if we could have an option to set the Sequence enrollment date to a specif. We are a team of HubSpot experts. Many businesses also use HubSpot Workflows to automate internal tasks like sending notifications, updating Deals and contact properties, and creating tasks. In the top right of the. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. While HubSpot Sequences focus primarily on email automation, HubSpot Workflows take automation to the next level. ----------- This is now in. And now I can't figure out how to do it! When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. HubSpot doesn't have a feature that automatically picks one contact per company, unfortunately. If you want to send another email to existing contacts, you would either have to send them this one email manually or create a new sequence with just one email and enroll existing contacts in this new one-email sequence. It has two types of contacts: Marketing contacts: These are the normal contacts you can send emails to, target with ads, and run automations on. Locate the contact and sequence email you wish to. 2. You queue up a bunch of emails, personalize them all at once, and send them off. HubSpot has tools you can use to simplify the process. (This requires Operations Hub Professional. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. SarahMayo1. To learn more, and to see a full list of cookies we use, check out ourIf you’re enrolling a contact into a sequence and you see a warning that you’ve reached your emailing limit, what do you need to do? Wait until tomorrow to enroll the contacts into your sequence. In the workflow that you want to trigger a sequence, click the + icon. 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. And now I can't figure out how to do it!When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". This is an issue because the status can't always be determined from other information populated on the contact properties. When you enroll them with the Send Time as "Send Now", they start going out immediately and FAST (multiple per. For example I may want to enroll everyone at. The sequence alerts you that they have responded. 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. We use cookies to make HubSpot's community a better place. This can involve sending emails, completing. Remember: a contact can only be in one sequence at a time. Depending on the level of personalization you want, you may choose to build fully automated email sequences, task-based. Essentially what I need to know is whether or not I need to add a delay in between the two sequences as to ensure contacts will pass through both. Enrolling contacts in hubspot sequences automatically (and not paying for enterprise) by vuvuzela-reptile in hubspot. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. Recently, i used the sequences to suggest a visit during a trade show. Under Products & Add-ons, check whether your Marketing Hub subscription shows Marketing Contacts. the workflow I have set up has the contact being added to two sequences one after another. HubSpot interprets 'is known' as 'has changed', too, so an additional. 6. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. . It's common for us to have multiple deals/projects for the same contact. If your subscription says Marketing Contacts, you can use marketing contacts. . It's sorted by most recent. We use cookies to make HubSpot's community a better place. Step 4: Enroll Contacts: Click on the "Enroll" button or any similar action based on your interface. Thank you, KristenYou can enroll contacts in your sequence manually or automatically. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning? Nothing. You would also need to update your template in the sequence to use a personalization token for this property. If I decide on the hard path: re-enrolling doesn´t seem 1. Step 5: Set Timing and Actions: In the sequence, outline the timing and actions for each step. With the HubSpot Sales Sequences tool in your corner, you can scale your sales activity to optimize your outreach and accomplish so much more in just a few clicks. 1. HubSpot gives you a list of recommendations for improving your email. Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. Creating ads audiences with. You can either enroll contacts manually or automatically through pre-defined enrollment triggers. Sequences will automatically unenroll contacts from the series of the emails once the. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. 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. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. In this way, Sequences has always been like a personal. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. Hey! I was looking for a similar solution for non enterprise, so I thought I'd share. ----- This is now in public beta! If it's a matter of one week, you might want to consider holding back on starting the sequence. add all 49 contacts to the sequence (first email will be sent out today) 2. Hi , This is now possible using contact-based workflows, available in Enterprise. 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. Click the Contact enrollment trigger box. Enrolling a list to a sequence. Advanced Playbook RecommendationsWe use cookies to make HubSpot's community a better place. Marketing Operations. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Instead whenever a contact engages with one of your workflows emails, their reply gets redirected to the inbox set as the “reply to” email address. But we need to enroll contacts into sequences programmatically. Add 3rd email to the last template. Automatically unenroll contacts when they book a meeting or email you back. To learn more, and to see a full list of cookies we use, check out ourTo help you better understand the benefits of using HubSpot Sequences, we’ve listed them here: 1. The email templates have been created with different subject lines, and when I only place one of these emails in a sequence, the subject line stays put. (In a contact-based list, you can filter for deal properties. Solved: how to enroll those same prospects in a new sequence who has ended/ finished in an older sequence in bulk?Currently, when using Sequence queues, the enrollment date for the first step in the Sequence defaults to "Send as soon as possible". To learn more, and to see a full list of cookies we use, check out ourOur product team is currently working on enhancements for the Sequences tool, including automated We use cookies to make HubSpot's community a better place. I definitely agree with you on keeping everything under one contact for cleaner reporting. . Select a contact to enrol and click the email icon in the left panel. . In the top left, click the Manage tab. Waiting until you've finalized the sequence is going to make your life a lot easier here. This is very time consuming, if you have a company that has 100+ contacts enrolled and. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. With a Sales or Service Hub Enterprise, workflows can be used to enroll contacts into sequences. Tracking the Engagement . Oct 20, 2022 9:57 AM. In the left sidebar menu, click Bounced. sales rep user. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: E ach contact can only be enrolled in one sequence at a time, see here. See the screenshot of a contact-based workflow below: This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. You can also take action on associated records, such as updating an enrolled contact’s associated company. Hi there, Is there a way to automatically check whether a contact has engaged with a specific email in a specific sequence? We're looking to do a few things for a client based on engaged with the emails in a given sequence, such as score them with a lead score proeprty, flag those that've clicked/opened emails and trigger tasks of the. This Knowledge Base article walks through how to enroll contacts in sequences. When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. 4. My solution so far: 1. 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). HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. When this is turned off, users can only enroll one contact at a time. Understanding HubSpot SequencesOn the sequence summary page, you can view which contacts are currently enrolled in your sequence. because it is about Outlook not Gmail. My solution so far: 1. That way we can spot any. In this video, we explain how to use sequences in HubSpot. @Alex32. Hope this helps!The only available contact property is Now in sequence which can be true or false – not of much help here. When I send a quote to a customer I start a sequence of reminder emails that are automatically sent to the customer. CRM & Sales Marketing Service RevOps & OperationsFor example, you might enroll contacts in a Sequence as part of a larger workflow that includes additional actions and conditions beyond email engagement. reenroll all contacts. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. . Within the automated sequence tool, 500 per week. In the sequences. After creating your workflow, it will appear in the Created in workflows tab in the workflows. Tracking the Engagement . Benefits of. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. 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. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. When creating sequences, the HubSpot platform defines the following conditions for the user: In a single one, 50 contacts within the sequence tool. 1. add all 49 contacts to the sequence (first email will be sent out today) 2. Before you set up a Sequence, create the emails you’ll be sending. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. The sequence won't be able to register emails that bounced before. Hi , Thanks for your feedback! Would you mind posting this directly in the the ideas forum. We use cookies to make HubSpot's community a better place. carry out phone tasks. If that's not an option, keep in mind that re-enrolling contacts into a sequence will not automatically have them skip steps they already completed. We use cookies to make HubSpot's community a better place. Hi , When a contact unsubscribes, this " indicates that the current email address has opted out of all email from the account ", including We use cookies to make HubSpot's community a better place. Click the name of a contact-based workflow. HubSpot doesn't have a feature that automatically picks one contact per company, unfortunately. Click Connect personal email. . Interested in automatically enrolling a contact from a deal into a HubSpot sequence? Aptitude 8 Marketing Operations Associate, Elizabeth Milaicki has a few tips! Check out her post below for a. Without access to a Professional or Enterprise subscription, I'd recommend creating a template the HubSpot Sales chrome extension so that you can quickly insert the same email copy for each of those 30+ contacts –. 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. Click tracking not working through Hubspot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the Edit enrollment dialog box, make edits to the sequence email then click Save changes. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. Thank you!. Navigation Menu. This makes it hard to bulk enroll contacts in Sequences on a set date. It's common for us to have multiple deals/projects for the same contact. Hi , I see two aspects of your question, preventing contacts from being enrolled in multiple sequences at the same time and contacts experiencing similar sequences over time. If you want to trigger email sends in HubSpot to non-marketing contacts, you could use a workflow to enroll these contacts, set the marketing status and then send the email right after. In the upper left, click the Manage tab. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. 5. This How to Use HubSpot. Click the name of the contact. Click on Create workflow. In the upper left, click the Enrollments tab. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). But the minute I drag another email into the sequence, the subject line on the second email is changed automatically to match the subject line of the first email. If I am understanding it correctly, the sequence should now pick up from my. Currently it's not possible to auto-enroll contacts into sequences. You can also automatically create tasks to remind you to follow up with your contacts. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. Hi , Currently it's not possible to auto-enroll contacts into sequences. To sort your sequences, click a column header. you need to make tell HubSpot which contacts exactly should be. Eliminate manual entry as every lead’s contact info, email. The email reply will also be logged on the CRM record. Regardless of how you use Sequences, one crucial detail to keep in mind is that you can only enroll a contact in one Sequence at a time. 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. If the chosen contact has merge field values, the processed video will be updated according to the video asset ID within the selected Hippo Video merge field. Let me know if you ha. 1. Click the name of a contact-based workflow. Workflows empower you to automate a wide range of actions, including not only email but also tasks, lead scoring, contact properties, and more. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. Good use-cases tend to be event-based. In your HubSpot account, navigate to Automation > Sequences. Manage subscriptions of individual contacts. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. As of now, the only way I know to add contacts to a static list is to go to their contact profile>Manage list memberships>add to a new list. In the right panel, click the Re-enrollment tab. Seems pretty. In the actions panel, select Enroll in a sequence. Or, learn how to create a new workflow. I think it would be great to continue running a sequence even after a client replies. When the deal gets moved into that particular deal stage, a task is created automatically - notifying the sales rep that they should enroll the associated contact of that deal in the.