If you've used HubSpot, then you know that there are really two types of automation available to you — Workflows and Sequences. The former is focused on marketing automation, sophisticated branching and logic, deal and ticket pipeline automation, and automation for internal tasks. Sequences are intended to be a one-to-one outreach automation tool for sales teams. They've mostly lived in their own silos, but that doesn't have to be the case.
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Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉
Here's how:
- Click Automation and select Workflows
- In the workflow that you want to trigger a sequence, click the + icon
- On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence
- If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the Sender that the emails will be the sent from, and the From email address
- Click Save
- If you are unenrolling a contact from a Sequence, no additional customization is needed because a contact can only be in one Sequence at a time
- Update or Publish your workflow
- And now you have a workflow to either enroll or unenroll contacts in your one-to-one Sequences!
This process is great for sales teams to pick up a lead quickly and engage them within minutes of filling out a form or engaging with your organization. No more missing leads because someone is on vacation or having tasks or emails fall through the cracks.
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