As contacts join the list, they would also be enrolled in the workflow and then the sequence. Reports A Fundamental Change in the Sequences Tool. Hi Community! We are in the process of creating a new sequence email send type to allow for "Manual Emails". To create an effective email sequence, you'll need a few tools to get started: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. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Click the name of a workflow. An 'Enroll in sequence' action and an `Unenroll from sequence` action. The Agency, we built our own follow-up email sequence — using the free Email Templates tool from HubSpot Sales — that generated $100,000 in 30 days. Alternatively, you could explore. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view, custom event, workflow status, and call-to-action. This type of branch cannot be. Go to Reports > Analytics Tools > Sales Content Analytics then select the Sequences tab . Sep 11, 2019 1:47 PM. Did the contact unsubscribed to all subscription types of email before it was enrolled in the sequence of it was while he was enrolled?. Hi , Do you mind me asking why the contacts don't have email addresses in the first place? Also, what is the purpose of the sequence? To automate tasks and reminders? If so, perhaps you can use a workflow instead. In your HubSpot account, navigate to Automation > Sequences. Click the name of the workflow to navigate to the workflow editor. You can review, subscribe, or unsubscribe contacts manually from their contact record: In your HubSpot account, navigate to Contacts > Contacts. Click the dropdown menu and select the. Unfortunately, I don't see any way to filter out the companies unenrolled in sequences Hope this helps! If we were able to answer your query. When you enroll a contact in a sequence, that sequence will immediately execute the first step. However, the contact is still enrolled in the sequence. You could place the link next to actions when selecting all contacts etc. Have a lovel. Check your inbox connection within HubSpot and your email client. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. In the upper right of the tab, use the search bar to search for the record. (I'd appreciate it!) Have a gre. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Source: HubSpot. Prior to this update, we could only track emails individually, so we couldn't know the open/click. I'd like to execute a sequence we've. We use cookies to make HubSpot's community a better place. In addition to the default "booked meeting/replied to sales email" Sequence unenrollment triggers that are already in place, if HubSpot added the feature of "presence in a Marketing List" for Sequence unenrollment then that would cover pretty much every possible unenrollment use case. Click + Create a webhook event. Please note: only users with a paid Sales Hub or Service Hub Enterprise seat and connected personal inbox can be selected as the sequence sender. Currently I'd have to go through the enrollment process 50 times. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. 3. Select Workflows. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Connect to HubSpot. Contacts who have interacted with any of the selected media will be included in the list. November 16, 2018 01:12 PM. Click the Manage tab on the top left. Hope this helps. Step 3: Schedule The Mails According To Your Chosen Day/Times You can choose the emails that need to be shared at the chosen times or days of the week, including times or days that have been highlighted as having the. In your HubSpot account, navigate to Reports > Dashboards. For example in my case, when I would use the filter "Name of the Last Sequence Enrolled. With this release we are also be including native. 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. The number of entries in the series determines its length (which could. We use cookies to make HubSpot's community a better place. B) by going to Sequences, clicking on the specific sequence, and clicking "Enroll" at the top right and selecting "Enroll Multiple Contacts". Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. How the "Enrolling Existing Contacts" Option Works. You'll also see a "Status" report below. In this way, Sequences has always been like a personal. Solved: HubSpot Community - Re: Create List based on Sequence Activity - HubSpot Community. Granular reporting for sales sequences. July 31, 2017 12:12 PM. This feature request is for anyone that uses the sequence feature in Hubspot. . Thank you for the consideration! (Edited: Removed the reference to missing email signatures as that's been delivered. Hey Hubspot community, I think it would be incredibly helpful if there was a way to easily mass-unenroll contacts from sequences. In your HubSpot account, click Automation in the main menu and choose Workflows. Why Aren't My Contacts Being Enrolled in a Workflow? When you create a Workflow with a smart list as the starting condition, before turning your Workflow live, you have the option of enrolling the lists existing contacts (see below). Extremely necessary when dealing with hundreds of contacts. It's essential to. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. That's the issue is there. Additionally, there’s scope for manual enrollment as well, for example, if they contact you outside of your email sequence. Personalize your messages and create valuable human connections with your prospects. From your HubSpot homepage, go to Automation, then to Workflows. Sequences cannot be sent on behalf of someone else. 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. Particularly as we have the Hubspot email integration, there are some contact records where the logged email history should not be visible to all users. Currently, there is no way to unassociate contacts to deals via bulk emailing via List with Sequences. ; Classrooms Education Schedule in-person training for a hands-on. In your HubSpot account, navigate to Automation > Workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot Product Team. B) by going to Sequences, clicking on the specific sequence, and clicking "Enroll" at the top right and selecting "Enroll Multiple Contacts". In the upper right, click. Discussions. From there, HubSpot will bring you to the sequence dashboard. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). This would only work going forward, not historically. (Knowledge base: Enroll and unenroll contacts in sequences using workflows)In the workflow editor, click Set up triggers. In the top right of the editor, click More > View enrollments. I checked and your inbox is currently connected successfully, I will be sharing an article with more information about potential sequences errors here. For marketing email sending lists, select the contact-based list type. After you have that list, you can then bulk enroll the contacts into the sequence using the checkbox and enroll in sequence option. . Automated enrollment for the sequence through workflows works only with automated personalized emails (custom. HubSpot has tools you can use to simplify the process. We use cookies to make HubSpot's community a better place. We offer HubSpot support (lots of email. The 150 limit was created to encourage the practice of. Set up A/B tests for sequences. Free updates included. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. 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. This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. 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. We use cookies to make HubSpot's community a better place. 98 Upvotes. To solve this, we're building open and click reporting directly into. Two new metrics will be added to Sequences for Sales Hub Enterprise customers: Deal Rate - the percentage of contacts enrolled in a sequence that resulted in a deal being created; Total Revenue - the amount of revenue from closed won deals influenced by the sequenceWhen we enroll prospects in our sequences, they go through the sequence and We use cookies to make HubSpot's community a better place. Click on the “Add email” button to add an email to your sequence. A little late, but in case you hadn't figured it out yet, you can enroll multiple contacts into a sequence by: A) creating a list of all pertinent contacts and enrolling that list into the sequence, or. Jul 24, 2018 10:06 AM. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. As contacts join the list, they would also be enrolled in the workflow and then the sequence. By using this date filter, you could exclude contacts from your enrollment list that were in a sequence recently. The 100% accurate option would be building a list of contacts where Last sequence enrolled is any of [sequence ID]. " As we mentioned before, this used to be the only way to enroll contacts into sales sequences. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Then, click on Create sequence. In the search bar in the upper right, search for sequences . With their next open, they re-enter the list. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. You could enroll contacts into this list based on their list membership. i. Please, Please, PLEASE, update Hubspot to be able to mass remove companies/groups of contacts from a sequence. Manage subscriptions of individual contacts. HubSpot currently is logging ALL email communication to every active deal. In your HubSpot account, navigate to Automation > Sequences. . . Published: September 16, 2020. Use sequences properties and activity as Contact filters in List and Workflows. You can bulk enroll a list to a sequence following these steps 1) Create the list 2) Go to contacts and then contacts again. To further refine your trigger, click Add refinement filters. Just head to the Sequences tab in HubSpot, find the Sequences where the contact was unenrolled, and upon hover there is an "Actions" button from which you can re-enroll contacts. Unfortunately not, no. Sequences. Go to the sequence editor, click on the edit pencil icon and type a. However, the contact is still enrolled in the sequence. 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. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. 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. - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user -> unenroll from sequence. Go to your HubSpot account and navigate to Contacts > Contacts. At the moment I was not able to find an API that would enroll or un-enroll contacts from a Sequence. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. Click the button. It's essential to choose the right type of sequence based on your outreach goals and understand your contact's preferences to maximize effectiveness. ) to pull much more granular data than HubSpot's native exports allow. the re-enrolment settings. It's probably not the. Hey! I was looking for a similar solution for non enterprise, so I thought I'd share. 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. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. This article includes instructions for creating and editing lists from the lists tool. Good question! My thought is you could add a final step to the sequence of 'General Task' to create a task for yourself to add the individual to a static list. Click the name of a contact. Any delay that may be set on your first Workflow step will be ignored. - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user -> unenroll from sequence. Academy Site Library A complete library of Academy’s free online video lessons and credential courses. If you are not sure which enrollment triggers to use, check out this guide from the HubSpot Knowledge Base. Select a contact to enrol and click the email icon in the left panel. You can check each contact and, depending on your subscription, unbounce them (only supported in Professional and Enterprise. 1) To limit the amount of emails sent from a sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Many times we reach to the same Contact for multiple clients. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'm using a sequence to reach out to users. Activate the sequence to make it active and ready for use. Automating follow-ups. We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. Seems like you have to be in. Sequences are the only solution to this. 2. 2. In the upper right, click Add report, then select From the report library. Allow cookies. 5. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. We are also in progress providing new 'Sequence-based triggers' for the entire HubSpot platform. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This idea would be very useful- if we are able to export a list of contacts enrolled in a sequence, along with the status of those contacts. In 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. In your HubSpot account, navigate to Automation > Workflows. The first step of the Workflow will be sent on the day that is selected if the Contact does not respond. In the right pane, set an unenrollment trigger. 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. You can get an idea about the exam format and prepare for it. The Feed tab is a list of all of your sales activity notifications from the last year. Oct 22, 2021 3:56 PM. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Providing a precise name will be helpful when referencing lists in. . Out of the box, without custom development, workflows do not have any cap / throttling features. Surprised it's not intuitive to enroll a Contact from their record. HubSpot Sequences is a marketing tool that will help you to create sequences of emails, social posts, and ads. We'll discuss how the HubSpot sequence works, why you should use it, how to use Sequences effectively, what features are available in Sequences and. This would save users such as myself and other teams potentially hours of individual enrollment. You can select additional properties to refine the objects that you would like to enroll in the workflow. Option 2: Create a custom property -. Select the checkboxes next to the contacts that you want to unenroll from. Source: HubSpot. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. By the way, if you're referring to a marketing campaign and not personal outreach (sales), you can also build a list of those 30+ contacts, select a plain text email template, include the list and add your credentials as from name and from address in the settings tab of the email editor. 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. We are currently in development for a new feature to be able to bulk unenroll sequences. Currently, only 50 contacts can be selected and added to a static list or enrolled into a sequence at one time. e. We'll probably go ahead w/o the delay but we'd prefer to add a 30 minute-delay to make it auto-enrollment seem more. Each contact can only be enrolled in one sequence at a time. This tool is often confused with the platform’s workflows tool,. The first sequence has 5 emails and associated tasks. Does anyone know if there is a way to limit the visibility of a. Hi , You can filter for those bounced contacts in lists or in the contacts home (Menu > Contacts > Contacts) by searching for contacts who Email hard bounce reason is known. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Obviously, there are a lot of ways this could go wrong. Click the Contact enrollment trigger box. To enroll a list of contacts. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. This is criminially inefficient. Simply click. I'm using a sequence to reach out to users. Here are instructions to enroll multiple contacts in Sequences. That way they don't need to navigate building one and can just complete the bulk enrollment. What otherwise should take maybe 9 seconds takes several minutes to hours complete, depending on how many contacts are being worked with. Hi, We have just encountered a situation where a sequence is sent to a client in the middle of a new deal. Hi , You should enroll from a third list or a filtered view on the contact index page (Menu > Contacts > Contacts) by clicking Advanced filters above the contact table. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In order to re-enroll contacts at the correct place in the sequence (rather than have them receive any steps more than once), you have to export, create lists, and re-enroll manually. We are a team of HubSpot experts. Karsten, I have applied that filter to the active list and now have a static and active list. Click the name of the contact to enroll. Enrol in Workflow B, the no further action; or Is the user enrolled in Workflow B, but continues along with any further Actions within Workflow A, then happen afterwards i. To do this, we're going to use a HubSpot list. (This is preset. You can use workflows to enroll contacts in a sequence based on targeted criteria. Third, turned on my zap. After the convo, we usually change the leadstatus. The Workflow is ON switch will be toggled on in the top right. Feel free to reach out if any questions!(List 2 would show all companies that do not have at least 1 contact in a sequence. 3) Filter all of yourThe lists tool in HubSpot allows you to create a list of contacts, companies, deals, or custom objects based on property values and other characteristics, including activities. I'd like to execute a sequence we've. Filtering Contacts by Sequence Enrollment Status. You could place the link next to actions when selecting all contacts etc. 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. Enroll up to 50 prospects in a sequence at once. Or, you can manually enroll a contact or a list of contacts into a workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. And now, Sequences allows you to schedule the exact day & time a sequence will begin for a prospect. When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. In the left panel, select the when an event occurs. . To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). CRM & Sales Marketing Service RevOps & OperationsSuper Admins with a Sales Pro seat should be allowed to enroll at a minimum, at least 10% of contacts based on their daliy send limit. It would be great if HubSpot could then add an "export this list" or "add to list". . I want to measure the response time of incoming leads. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. Hi @A_Walters,. It seems like an easy step to add "Assign task to" and be allowed to select "Contact Owner" directly in the sequence. This would be fast but not 100% accurate. The alternative is to unenroll everyone, create a new sequence without the first email, then enroll everyone in that. In your HubSpot account, navigate to Automation > Workflows. Here are two ways to manually enroll contacts into a sequence on HubSpot. In the upper right, click Create list. Last sequence enrolled date: the date the contact was enrolled into a sequence. However an email is required to enroll a contact in a sequence. Hover over the name of the sequence you want to edit and click Edit or click Create Sequence to create a new sequence. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. Reply. Hello, our team just upgraded to Sales Enterprise so we could use the "Enroll in Sequence" actions within our workflows. Replies per enroll: percent of enrolled contacts who replied at least once to any email sent from the sequence. Thanks Hubspot!)Pick a timeframe; Select "enroll in a Workflow" from the drop-down menu; Choose your Workflow and press Send. July 31, 2017 12:12 PM. In the dialogue box, hover over the sequence and click select. 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. Simply click the sequence name. A contact or list of contacts can be enrolled in workflows manually as well. Sales Hub Pro - Onboarding step 1 : Strong foundations. . You can only enroll contacts from the contact's record or select up to 50. Send templated email to a list of contacts. Published: September 16, 2020. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. e we enroll contacts into the sequences but not the companies. We use cookies to make HubSpot's community a better place. You could, in addition, create a workflow that looks at anyone in your database who had previously been enrolled in the original sequence to automatically get enrolled in the new sequence so you don't have to individually select those that would need to get enrolled - The workflow would do that part for you. HubSpot Product Team. Click on Contacts and select Lists. At the top of the table, click Enroll in sequence. This is criminially inefficient. I would recommend posting this request on our HubSpot Ideas Forum here, if this is a feature you would like to be implemented! In the top left of the workflow editor, click Details. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. After you've selected the list of contacts, click "Next. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Placeholers => required to be manually personalized before enrollment. This is the date a user enrolled a contact in a sequence, not necessarily the date of the. Hi @DTaylorNTI,. 2. Import/Select your list of contacts. Here's how: Click Automation and select Workflows. Our leads come in through typeform, w. Learn more about. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. In the upper right, click Enroll in workflow. Hi , This can be achieved with an additional list. SarahMayo1. ). Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. Again, I encourage you to upvote the idea. . Enroll contacts and run your sequence. Yes this will work as long as the email sent from the form is a marketing email. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as them. E. Enrollment Criteria The starting condition for any workflow could be to manually or automatically enroll contacts. Use sequences properties and activity as Contact filters in List and Workflows. Find Automation > Sequences under Automation in your HubSpot account. We use cookies to make HubSpot's community a better place. Select the checkboxes next to the contacts you want to enroll. (I'd appreciate it!) Have a great dayHi , 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. This will allow Sequence properties to be used in List building, Report building, and. We don't grab everyone's email at first. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Once you start enrolling contacts in yo. unenrol settings. While I know you can currently select multiple contacts within a sequence to be unenrolled, I think a filter tool (example: you can search for people at the same company that you want to unenroll because you heard. Here, you'd filter for "Email hard bounce reason is known AND Last sequence enrolled is equal to [sequence ID]". In the left panel, click Delay. Hope that helps. For example I may want to enroll everyone at company x with 50 employees. Also, you can enroll your contact manually and can even create your contact list in. Go to Contacts > Lists > Create Active List > Add Filter . The contact will then continue through the sequence until they complete each step or are unenrolled. Until HubSpot creates more options, you would either have to: suppress all contacts who are currently in a sequence from your regular or automated emails orThanks Karsten! Using this as my re-enrollment trigger worked! I now realise that my workflow will re-enroll based this criteria (whilst also checking that the sequence matches the one defined in my workflow). Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. Hi , Sequences worked on the basis of contacts, not companies. If we can't connect, we enroll the prospect in an email sequence. Hi @DTaylorNTI, Yes, you could pick any of the below contact properties and filter for ". I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Here are some details going into the weeds a bit (in case this also helps!): To add this reporting, we needed to add some new tracking code in our emails that would be unique to a sequence. You can then use this property for reporting or list building. In the upper right, click Add report, then select From the report library. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. In the Edit enrollment dialog box, make edits to the sequence email then click Save changes. B) by going to Sequences, clicking on the specific sequence, and clicking "Enroll" at the top right and selecting "Enroll Multiple Contacts". I'd like to execute a sequence we've. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. ) Alternatively, if you want companies who have never had a contact in a sequence, create the following lists: List 3: Company is associated with contact where Last sequence enrolled date is known. We use cookies to make HubSpot's community a better place. 3. In your HubSpot account, navigate to Contacts > Lists. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". I'd like to execute a sequence we've. September 11, 2023 09:20 AM. In which case, you can build a list of contacts who have completed specific workflows in the list builder. 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. 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. Hi @emclean . On the workflow details page, click the Action logs tab or the Enrollment history tab. With this release, we will remove the limit for emails in s sequence. One day after opening an email, they will leave the list. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. Let’s say, a lead booked a meeting but didn't show up. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. How the "Enrolling Existing Contacts" Option Works. Click the Manage tab on the top left. To enroll in the Sequence tool Find Automation > Sequences under Automation in your HubSpot account. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. Click the start dropdown menu at the top of the enrol sequence dropdown box, and select the step at which you. Click on the “Add email” button to add an email to your sequence. Click the name of the workflow. Agreed, This should be available for Sales Pro too, not just Enterprise. January 22, 2020 11:22 AM. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence. Meetings booked per. We use cookies to make HubSpot's community a better place.