In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. Zapier is the leader in no-code automation—integrating with 6,000+ apps from partners like. Hello! I've recently come across an issue with enrolling contacts into a sequence who have previously unsubscribed from marketing emails. For example, if you know how many people you'll enroll in a typical week, you could just set up as many splits as you want to keep you under the sending limits. On the right side of the page, under How to fix. Have a lovel. Workable, but not ideal. ( 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. An onboarding email drip sequence should provide value, entice leads to keep engaging, and prompt them to speak to your sales team. The sequence automatically terminates. 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. Can you confirm if you have an Enterprise account or an Enterprise trial? Than. Hi Thank you for reaching out. This will enable users to change the send dates and times of emails after a contact has been enrolled. 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. Let me know if you have any questions! You can help others find this information by accepting this as a solution. 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. Not in the Actions dropdown, nor can I add it as a card or a property. Click + Create new email. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Trigger Instant. A few hundred would be sufficient for us. That contact was unenrolled automatically and I replied to him. . With embedded workflows and lead syncing, automatically send leads to the right people at the right time. 1) After receiving an email, clicking "reply" and using a sequence to respond back instead of a one-off email. Only users with a paid Sales Hub or Service Hub Enterprise seat can be selected as the sequence sender. Subscribe. Kyle Jepson. 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. Hi , thank you reaching out to the Community and for posting about this feature update. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. In the top right of the sequence page, click Enroll contacts. Is this a known issue?In it, it is stated that "when you pause a sequence, only emails and tasks scheduled for the contacts that you enrolled will be paused. I was thinking if this would be possible via a workflow i. Here are instructions to enroll multiple contacts in Sequences. In workflows, branches can be created based on the following logic: Based on single property value (Value equals): automatically configure multiple branches based on properties. Comprehensive sales software to automate and scale your sales processes. To exclude lists or contacts when sending a marketing email: In your HubSpot account, navigate to Marketing > Email. For example, enrolling a contact into a contact workflow, every time a contact property value changes. 1. Cookies help to provide a more personalized experience and relevant. But the issue is as follows. In the workflow that you want to trigger a sequence, click the + icon. Consider Text and Form Field Box Alignment. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Create custom, responsive websites with the power of code — visually. I think it would be great to continue running a sequence even after a client replies. This would save users such as myself and other teams potentially hours of individual enrollment. On the left, select Properties and click the Contact properties tab. 1. It's sorted by most recent. 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. 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. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. In the top right, click Connect app. g. In the right panel, select the checkboxes next to the name of the. When you create a HubSpot Zap, you'll be asked to log in to your HubSpot account (unless you are already logged in). At the very least, if I can create a list based on sequence enrollment, then I can create deals based on that list, however it'd be great not to have to go through the list step and, instead, create a deal. Have a lovely day, Tiphaine. 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. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. You can read more about enrolling and unenrolling contacts in sequences with the help of. Using the workflows tool, you can automate things like contact property updates, email sends, internal notifications, and more. 42 this chart makes sense. . In other words, if your first workflow action in a f. Schedule a sequence to begin on a specific day & time. To add a step, click on the + plus icon and select Action. To set up automation for your email: In your HubSpot account, navigate to Marketing > Email. Keep also in mind that sequences have automatic unenrollment. Setup. thank alot Now my account is not an Enterprise account or an Enterprise trial. Otherwise, you will. To create a custom workflow action, you'll need to define the action using the following fields. One of mine looks like this,. You would have to check where a contact left the sequence and manually re-add them where they left: (Don't shoot the messenger. Last sequence enrolled date: the date the contact was enrolled into a sequence. 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 –. With these plans, you have access to more advanced features in workflows, including reply detection. The 100% accurate option would be building a list of contacts where Last sequence enrolled is any of [sequence ID]. A few hundred would be sufficient for us. To enroll in the Sequence tool. 2. 2. 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. You can find the sequence ID by navigating to your sequence and then. eg; when contact property is set to 'X' trigger sequence 'Y' This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. Click the name of the list. I didn't want to use the diary link ans suggested that they invited me themselves to. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Purchase a paid Site plan to publish, host, and unlock additional features. Workflows enroll records and execute actions step by step. 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. To learn more, and to see a full list of cookies we use, check out ourEnglish English Español Português FrançaisAgreed, This should be available for Sales Pro too, not just Enterprise. Click the User property dropdown menu and select Full Name . To add a simple text field question, click Custom question. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Here’s how you can add steps to your Sequence: It’s key to remember steps in a sequence happen one-by-one. Since sometimes the contact owner and SDR owner are kind of messy and not accurate. If you want to send another email to existing contacts, you would either have to send them this one email manually. Hi , The HubSpot search will look at a variety of data points, including notes, associated tasks, call logs, full list here . In your HubSpot account, navigate to Automation > Sequences. 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. Open the HubSpot app on your device. Hello, I have recently aquired some additional email addresses for an existing contract on HubSpot which already has a primary email address. They could then re-enroll them in another. You can also use contact based workflow to automatically unenroll contacts. To add a new ticket status:In the workflow editor, click the plus icon + to add a workflow action. From any manual or automated email click + Add A/B test. In your HubSpot account, navigate to Automation > Sequences. Your emails will automatically send out to Prospects based on the time interval you set for each sequence step. In your HubSpot account, go to Automation > Sequences. In this way, Sequences has always been like a personal. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Pay Upfront Save 10%. The developer account will allow you to build apps that enable you to package functionality to share with a HubSpot end-user. In the left sidebar menu, select the Unassigned view, then click an unassigned conversation to open it. Here's how: Click Automation and select Workflows. You have to unenroll everyone. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. I wanted to chime in here - this feature went live this week and is available in our Sales and Service Hub Enterprise. To protect your email sender reputation, HubSpot excludes these contacts from future emails. Currently it's not possible to auto-enroll contacts into sequences. Select the associated object that has the property you want to use. In these sequence templates, HubSpot demonstrates the content display, custom property tokens, which are custom fields of existing HubSpot properties, to automate the sequence content. Info on lists. Update the email in the scheduled section of the sequence (this is good if you only need to update for a few contacts – which you seem to already be aware of)Enroll contacts in a sequence without an email address. billed at $6,000 $5,400/yr. Enroll a contact in a relevant lead nurturing campaign, send an alert to your sales team, or trigger other useful actions automatically when a contact completes a form. With an easy setup, reliable performance, and automatic updates, you have control over record syncing, important lead data, lead prioritization with scores, and personalized marketing using Salesforce details. You can't add a delay using the automation in Sequences. You could place the link next to actions when selecting all contacts etc. Hi there, It would be great to have a filter that can show the number of automated step a contact is at when enrolled in a sequence. In the top right, in the alert above the contact's avatar, click Pause or Resume. Create a public app. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. By default, all current and historical property data will be exported. Use sequences properties and activity as Contact filters in List and Workflows. 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. Click the dropdown menu to select a HubSpot user in your account, select the {{ owner. For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action". Enrolling contacts into a sequence doesn't have to be painful. In the Edit enrollment dialog box, make edits to the sequence email then click Save changes. The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. In your HubSpot account, navigate to Automation > Workflows. Then I wouldn't need to manually enroll each individual person in the deal into the sequences, and could keep the sales process moving along easily. Click on the Administrator tab in the bottom left of the browser. . We are finding the sequence email tool helpful for quote follow up activity. 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. ; In the upper right, click Create playbook. I am looking to create contact reports and lists based off of the known sequences that contacts may have been a part of recently, or in the past. Hi , I hope I'm understanding you correctly, thank you for the detailed post. As far as I know, there isn't any way to do this automatically or in bulk. Each tag below contains a sample of the basic syntax, as well as an example with parameters and code output. Out of the box, without custom development, workflows do not have any cap / throttling features. Tiphaine! Thank you so much for your clarification. 4. Click Insert. ; Classroom Training Schedule in-person training for a hands-on and. To select a video from the files tool, click Browse videos and select an existing video's thumbnail image. 1) To limit the amount of emails sent from a sequence. In the right panel, under Choose type, select Schedule. This is now available in Sequences. Select the checkboxes next to the contacts that you want to unenroll from. Hi @smk & @Kraysler_AN ,. Question 10. What is the definition of contact management? Click the card to flip 👆. English English Español Português FrançaisStep 3; Add a HubSpot Enrollment Trigger, and click the + icon to add an action. ---------. Click the name of an existing workflow or create a new contact-based workflow. Learn more about. I wanted to chime in here - this feature went live this week and is available in our Sales and Service Hub Enterprise. It tests your knowledge of inbound best practices and your ability to apply those practices using HubSpot to achieve measurable results. Hubspot. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. Email 4: Follow-up Email. . As a next step, in the workflow Settings > Unenrollment and sup. If I do, then yes, this is expected behavior. Under status, select Sequence Ended, no response to generate a list. In the property editor screen, scroll to the Radio select options section. Perhaps a sequence is the wrong way to go and should instead use a workflow? 2) Should be entirely workflow based, not a sequence. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. Click the Health tab. Hubspot. There are 75. Hope that helps. You can read more about enrolling and unenrolling contacts in sequences with the help of. Automatically unenrolled. Hubspot Marketing Software. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. HubSpot has tools you can use to simplify the process. Currently it's not possible to auto-enroll contacts into sequences. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). The lead enters my workflow. 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. g. Here are two ways to manually enroll contacts into a sequence on HubSpot. To start, click on this link, which will automatically download the Outlook add-in for desktop Windows users. Task 4: Analyze Sequence. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. Step 4: Scroll to the bottom of the right sidebar and select the four (4) Aloware Actions. Optimize marketing, sales, and customer engagement with INSIDEA's expertise. Jul 24, 2018 10:06 AM. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Click the name of your sequence. The bulk of portals fall around 3-5 subscription types, with very few (comparatively) having 10+ active subscription types. This allows you to add different field types to your form. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Click the name of your contact-based workflow. Here's a screenshot of a test sequence, task and workflow I created. After the convo, we usually change the leadstatus. Jan 25, 2018 10:16 PM. The sequence editor will open up and see a blank canvas. 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. If you're creating new content, click Create email/landing page/website page. You don't need to waste time training your team on new sales software. The alternative is to unenroll everyone, create a new sequence without the first email, then enroll everyone in that. select "Yes, remove them from this workflow". And because HubSpot automatically bills the buyer based on the schedule you set in the payment link or quote, you don't need to create separate. Nov 8, 2022 6:27 PM. Our leads come in through typeform, w. Sep 22, 2022 9:48 AM. Click + Create a webhook event. CRM & Sales Marketing. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Feels like a bit on the nose that the ability to automate adding to a sequence is restricted to Enterprise sales hub – seems like a pretty core function of automation that was initially missing, not an enterprise feature to me. Question 11. Sequences are manually enrolled and can be sent to a max of 150 people per day. Hi , The HubSpot search will look at a variety of data points, including notes, associated tasks, call logs, full list here. I hate needing to make changes at the template level all the time, just to add an. 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 the name of the email. Connect with the apps your team already uses. Click on Create workflow. Does anyone know if a workflow is possible that has a lead status cause unenrollment from. ----- 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. This is possible but you need a Sale or Service Enterprise subscription to achieve this, as it can be seen in this knowledge base article . Seems like you have to be in. Click on From scratch. This is possible but you need a Sale or Service Enterprise subscription to achieve this, as it can be seen in this knowledge base article. 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. Triggers when a form is submitted. To create a new view with no filters set, click + Add view to the right of your tabs, then click Create new view. Contacts enrolled by other users won’t be paused . . Click on the “Add email” button to add an email to your sequence. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. 1. Enter your sequence’s name and click the “Create” button. We use a share email box to receive tickets and our customer email directly to the shared mailbox. 2) When sending an email to a contact, selecting an option to "follow-up" with a sequence. Did the contact unsubscribed to all subscription types of email before it was enrolled in the sequence of it was while he was enrolled?. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. In the right panel, enter the details of the deal. We use cookies to make HubSpot's community a better place. 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? If we can't connect, we enroll the prospect in an email sequence. This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. If you want to send another email to existing contacts, you would either have to send them this one email manually. With only just under 30% of emails getting opened across all industries, it’s important to write a compelling, actionable message that invites a click. Click the + plus icon to add a workflow action. On the workflow details page, click the Action logs tab or the Enrollment history tab. To create a new email to send as a reply to a previous email in a sequence: In your HubSpot account, navigate to Automation > Sequences. nottootoo. In your HubSpot account, navigate to Sales > Playbooks. 2. Value: Admin time for BDR/AE when enrolling contacts into sequences. Though this feature does not enable pausing of sequences, it will enable users to change send times in case of vacation/holiday. Automatically enroll contacts in a sequence. . This feature would be so useful. Thank you for reaching out. For example. 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. It's probably not the best tool for your use case. eg; when contact property is. 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. Sequences can now set up emails for you to approve before sending. 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. As far as I know, there isn't any way to do this automatically or in bulk. Use branches in workflows to send enrolled objects down multiple paths based on specific conditions. The sequence automatically terminates. 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. This type of sequence can provide a personalized experience for your prospects while automating some of the more tedious tasks your sales team deals with. Connect now!When you configure a payment link or quote to collect recurring payments using HubSpot payments, HubSpot tracks these recurring payments through a subscription record in the CRM. This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then contacts will not enroll into your workflow. . Email 5: Break-up Email. Save your sales emails from becoming impersonal. For re-enrollment to trigger, HubSpot needs to see that something happens within a property value. Now, when a contact in this workflow enrolls in a sequence, they would unenroll from the workflow immediately. 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. Scroll down to the bottom of the page until you find the HubSpot Integration section. Soft bounce: indicates a temporary problem with the recipients server, or another temporary technical problem. Alternatively, follow these steps for the automatic setup:. Access Your Properties in HubSpot. Oct 20, 2022 9:57 AM. ; In the left panel, select When an event occurs or When filter criteria is met. Automatic Pausing: If a contact replies to an email in the sequence, HubSpot will automatically pause the sequence for that contact. Connect to HubSpot. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. . 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. Feature Release: Automated Sequence Enrollment. 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?If we can't connect, we enroll the prospect in an email sequence. This would only work going forward, not historically. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. Repeat the steps above to add the owner's email as the From address: Click the From name dropdown menu. The first step of the Workflow will be sent on the day that is selected if the Contact does not respond. . Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Granular reporting for sales sequences. Have you considered working (filtering / sorting) with any of the default properties below? Last contacted: the last d. Click the name of the contact for which you want to export data. After you choose the template, click on Create Sequence to start with sequences and. Yes this will work as long as the email sent from the form is a marketing email. In your HubSpot account, navigate to Contacts > Lists . Email that are logged to HubSpot using the Office 365 add-in will automatically be associated to the records that you specified before sending the email. Enroll contacts in HubSpot sequences directly from Office 365. Click to enlarge. Sep 22, 2022 9:48 AM. My recommendation would be connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this. To do that, go to Contacts > Lists and click Delete All. I am trying to create some reports on Sequences yet when I use the property, "last sequence enrolled" it is a numeric value, not alphanumeric/text. 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. Select the HubSpot account that you want to connect. Problem: I work with multiple clients. I would love the ability to auto trigger specific sequences whenever a deal moves into a different stage. Hi @A_Walters,. Go to the sequence editor, click on the edit pencil icon and type a. A help article with email best practices opens in a new window. In the Video type section, select HubSpot video. Click Create deal. You can triage messages sent via email address, Facebook, or your website in one unified inbox. 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. . The sequence automatically terminates. One of my users just ran into the same problem. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. The reporting features are currently aggregated and the only area you can access granular data on contacts/companies that may have been a part of a sequence is. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Sequences currently don't allow for contacts to be enrolled without having an email address for the contact. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. For example I may want to enroll everyone at company x with 50 employees. This will be very useful and spread up the enrollment process when a list of contacts has been paused and needs to be re-enrolled by another user in a cloned sequence. Any changes you make now don't affect them anymore. In analyzing subscriptions usage (ie, number of subscriptions created by a customer) we can see a breakdown by portal in this distribution chart. The best way for me to illustrate this is to describe the problem I've just run into. Set up the trigger, then click Apply filter. You would have to check where a contact left the sequence and manually re-add them where they left: (Don't shoot the messenger. For example I may want to enroll everyone at. Hope that helps. While I see the benefit of being able to do that. To ensure that the sequence emails are sent to the new email address, the user has first unenroll the record from the sequence and after updating the contact's email address, re-enroll it again into the sequence. Learn more about AND vs OR logic. 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. Email 3: Social Proof + Invitation to Chat. In your HubSpot account, click your account name in the top right corner, then click Account & Billing. You could change the email for a specific contact or change the template and unenroll the contacts, then re-enrolling them. This helps us out a lot. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. Includes 5 paid users. This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed. Automate your prospecting, sales, or marketing communications using HubSpot sequences. 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 specific sequence. One of the nicest features of Hubspot's Sales Sequences tool is that you can. You'll also see a "Status" report below. I would approach this using two workflows: a deal-based workflow and a contact-based workflow. Task 3: Change Lead Status. 1. (Knowledge base: Enroll and unenroll contacts in sequences using workflows) An 'Enroll in sequence' action and an `Unenroll from sequence` action. Here are my questions: 1. Unenroll Contact from Sequence. The contact was sent the following email from the sequence and re-enrolled in the sequence. All you have to do is start your sequence and add the Prospects to the. Assigning leads to your sales team when they are added to your contact database. 7 (3 reviews) Get a hint. 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. Currently, we only have the option of Sequence, Sender (someone with a paid Sales seat) & Email Address. This enrollment failed because Gmail failed to send the first step. 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. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Hi Thank you for reaching out. Seems like you have to be in list view - but if I'm in a Contact Record and the need to add to a sequence gets the better of me, then why not? Is it hiding somewhere?Currently, I have to select the first Template in a Sequence, send it, then make a task reminder to enroll the contact in the Sequence when I am back on the desktop version. Hubspot auto creates a ticket when a new email comes in. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch. You can use workflows to enroll contacts in a sequence based on targeted criteria. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.