Our sa. Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. Problem: I work with multiple clients. Simply click. Enroll that customer into a workflow that sends them an automated email five months later as a reminder that their six-month supply is about to run out, and it might be time to order a new batch of contacts. This is the obvious one. We are a team of HubSpot experts. 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?Hello @Louie,. i. From your HubSpot homepage, go to Automation, then to Workflows. " As we mentioned before, this used to be the only way to enroll contacts into sales sequences. You can enroll multiple contacts in Sequences but be careful: the user experience and deliverability can be diminished. To turn a workflow on: In the upper right of the workflow editor, click Review and publish. The closest thing is to run a search on contacts where enrolled in sequence is true, but that doesn't include contacts who were enrolled and no longer enrolled - plus it could include contacts in a sequence C that I don't. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something Hubspot should native. Have the contacts been enrolled into the sequence by yourself? Also, please note that o nce the contact's enrollment resumes, the sequence will start. If this list is for a one-time send, naming can include the date of the send. 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. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Also, you can enroll your contact manually and can even create your contact list in. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. English English Español Português Français This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. English English Español Português FrançaisThis video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. 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. 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). Here are two ways to manually enroll contacts into a sequence on HubSpot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If all steps were successful, your. Currently I'd have to go through the enrollment process 50 times. When you create a HubSpot Zap, you'll be asked to log in to your HubSpot account (unless you are already logged in). . In the sequences table, click the name of the sequence. Sequences is a 1:1 email tool connected directly to your personal inbox, so high daily send volumes (IE: 1000+) can have very negative impacts on your sending deliverability. 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. . We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. Currently, there is no way to unassociate contacts to deals via bulk emailing via List with Sequences. I'm using a sequence to reach out to users. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. It is quite simple to add them to the contact, by clicking on email, then add additional email address. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. For example I may want to enroll everyone at company x with 50 employees. In the dialog box, click Yes. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The actual solution was even simpler: sequences pause, for instance, if one of your users, when they create the sequence, uses "send email" rather than "automatically send email", which will then wait until the email is sent (and if sales managers fail to review their tasks then they don't see all those emails waiting for them to send). In your HubSpot account, navigate to Automation > Workflows. Sequence Outcome Reporting. An 'Enroll in sequence' action and an `Unenroll from sequence` action. With this release, we will remove the limit for emails in s sequence. Thank you for the clear reply and explanation. Manually unenroll multiple contacts from the sequence summary page. eg; when contact property is. This will allow Sequence properties to be used in List building, Report building, and. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. 1. For example, if the re-enrollment trigger being used is “Contact is a member of list X,” the contact must be removed and re-added to the list after completing the workflow in order to be enrolled again. In your HubSpot account, navigate to Contacts > Contacts. Contact Access - Permissions. However, the contact is still enrolled in the sequence. . After you have that list, you can then bulk enroll the contacts into the sequence using the checkbox and enroll in sequence option. You queue up a bunch of emails, personalize them all at once, and send them off. There is no workflow enrolment limit - the main limits are either: the enrolment settings. 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 enroll from the sequence tool: 1. E. What is the fix for this? Hello, I have recently aquired some additional email addresses for an existing contract on HubSpot which already has a primary email address. After this action, use the "Clear property value" actoin on the newly created. Hi , I'm not aware of any reports which would give you this information out of the box. You can also use contact based workflow to automatically unenroll contacts. Kyle Jepson. Resource HubSpot Knowledge BaseWe use cookies to make HubSpot's community a better place. If we can't connect, we enroll the prospect in an email sequence. Jun 21, 2021 8:42 AM Hi, 50 limit is too low. Simply click the sequence name. Proceed to select the type of workflow you want to create. To set your criteria based on an interaction with a specific piece of media: Select to filter by Media. Published: September 16, 2020. Enroll in HubSpot Academy. " Click "and" to select the same workflow, then select "has not met the goal. Atleast you can give upto 300 to 500 so at one sequence we can trigger one or two set of our list. 1. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). In Planning. Click the name of your sequence. Kyle Jepson. Reply Getting Started Sales. To set up your list criteria and add records to existing lists, learn how to determine criteria or. Any delay that may be set on your first Workflow step will be ignored. 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. Save your sales emails from becoming impersonal. Track the performance of your sequence. It sounds like the new companies were uploaded manually, so maybe use create date and offline source, unless there's something else that would identify them. Providing a precise name will be helpful when referencing lists in. Step 2: Create a Sequence: If you haven't done it yet, create a sequence or choose an existing one where you'd like to add contacts. There will still be a limit of 5 "automated emails" per sequence. HubSpot will only allow one object to be rotated at a. Free HubSpot account: 500 emails per day; Paid HubSpot account: 5000 emails per day; Size limits. The plan is to have a sequence that emails out to a specified list of contacts. Email 4: Follow-up Email. Academy Contented Media A complete library of Academy’s free online video lessons additionally certification classes. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). In your HubSpot account, navigate to Automation > Sequences. Mistake #4: Forgetting DelaysHi , 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 contacts and lists. July 31, 2017 12:12 PM. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. Records can only be enrolled in a workflow that is turned on. From there, HubSpot will bring you to the sequence dashboard. Literally the use case is: - You have an onboarding questionnaire - 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 ->. If you're in a contact-based workflow, select an option in the dialog box. ; By default, records will. Reports A Fundamental Change in the Sequences Tool. If, for some reason, you are noticing your contacts are not being enrolled, you should first check to make. 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. We use cookies to make HubSpot's community a better place. To. We are unable to identify an email for every contact. We use cookies to make HubSpot's community a better place. 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. When this is turned off, users can only enroll one contact at a time. Enter your sequence’s name and click the “Create” button. Check your inbox connection within HubSpot and your email client. You'll see an orange 'Enroll contacts' button in the top right-hand corner. Click the name of the contact. Click the name of your sequence. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. Any changes you make now don't affect them anymore. 2. You'll also see a "Status" report below. Use sequences properties and activity as Contact filters in List and Workflows. Here's how: Click Automation and select Workflows. How the "Enrolling Existing Contacts" Option Works. Sep 11, 2019 1:47 PM. This process is painstaking, going to three screens to add one contact to a static list. SarahMayo1. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. As far as I know, we can only suppress contacts by Now in Sequence is equal to True (available as an active list filter) – but not by specific sequences. In the top right of the editor, click More > View enrollments. We use cookies to make HubSpot's community a better place. At the top of the sequence summary page, use the filters to view enrollment data from a specific time range or for a specific user. In the left panel, choose Start from scratch or select a pre-made sequence template. We use cookies to make HubSpot's community a better place. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. For these contacts we still want to enroll them in a "call only" sequence. In your HubSpot account, navigate to Automation > Sequences. In doing so I give them access to see their outreach efforts. Joe56. 2. Have a lovel. If you are still unable to send the sequence after following the article, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription. 1. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 3) Filter all of your. It would be so helpful if we could bulk enroll contacts from the general contact view, rather than having to place them into a list in order to bulk enroll them into a workflow!11 If you enroll a person in a Sequence, what happens when they respond? 12 When making a call from HubSpot CRM,. Click the name of the contact to enroll. If you have HubSpot Sales Starter, Professional or Enterprise, you can enroll any of your contacts into a sales sequence via your native email tool (Gmail or Outlook) or from your HubSpot portal. Measuring Response Time. The goal of this feature request is to get attachments added to emails that are apart of a sequence. Hello, our team just upgraded to Sales Enterprise so we could use the "Enroll in Sequence" actions within our workflows. Unenroll Contact from Sequence. Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. What otherwise should take maybe 9 seconds takes several minutes to hours complete, depending on how many contacts are being worked with. But, customer support said once you re-enroll them they start back at email #1. This indicates that your workflow has an action to create a record that also meets the enrollment criteria for the same workflow. Please, Please, PLEASE, update Hubspot to be able to mass remove companies/groups of contacts from a sequence. (Re-enrollment would work if the value in this property changed to another sequence in between. Hubspot tends to focus alot more towards B2B. For as long as Sequences has been around, it’s primarily been an email automation tool. Obviously, there are a lot of ways this could go wrong. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. An 'Enroll in sequence' action and an `Unenroll from sequence` action. 1. Contacts enrolled by other users won’t be paused . Hubspot, there must be a way in which you can expodite development on a small function such as mass sequence enrollment. Hi @CSic. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". Task 3: Change Lead Status. Reply. Enroll the contact in the sequence either manually or automatically based on. 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)Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Hi Thank you for reaching out. This metric reflects whether the email content or the. 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. Extremely necessary when dealing with hundreds of contacts. In the left panel, under Advanced options, click From a webhook. ; In the left panel, select When an event occurs or When filter criteria is met. This would save users such as myself and other teams potentially hours of individual enrollment. This would allow us to track a sequence as a whole. We offer HubSpot support, email. You could however bulk enroll up to 50 contacts in a sequence by following these steps . We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. You can bulk enroll a list to a sequence following these steps 1) Create the list 2) Go to contacts and then contacts again. We have hundreds of new potential clients a week. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. e we enroll contacts into the sequences but not the companies. You create a list for contacts where Recent sales email open date is less than 1 day ago, for example. HubSpot currently is logging ALL email communication to every active deal. Types of branch logic. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Hi , Sequences worked on the basis of contacts, not companies. " Once this is saved and processed, the list. Edit an active sequence in the sequence editor: changes to the order of the steps, delays, or templates and tasks will only apply to contacts who are enrolled in the. However, once I have the additional email addres. In the upper right, click Create list. In the workflow, you can trigger and enroll your contacts to meet those triggers. CRM & Sales Marketing Service RevOps & OperationsTrigger 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. The record doesn't meet the workflow's enrollment triggers. To set your criteria: Select a list, then select an option: is member of list: any record included in the selected list will be added to the new list. This is criminially inefficient. If you create a single email sequence, they can navigate to a list or Contact view in HubSpot and bulk-select records to enroll in the sequence. You can then use this property for reporting or list building. Analyze your sequence performance using the following reports: Sequence enroll, opens, and clicks by month: it shows the total number of enrolled. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Review the sequence settings, email content, and triggers to ensure accuracy. Go to your HubSpot account and navigate to Contacts > Contacts. ) The list will then populate with contacts associated to. We use cookies to make HubSpot's community a better place. 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. Enrolling Contacts in Static List. To. " Click "and" one more time to select "has completed workflow. 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. Click the start dropdown menu at the top of the enrol sequence dropdown box, and select the step at which you. In the left sidebar, click Unenrollment and suppression. January 22, 2020 11:22 AM. Cookies help to provide a more personalized experience and relevant advertising for. Now we want to enroll that prospect in a new sequence that says "thank you" and then follows up with him multiple times if the prospect forgets to book a demo. In the Edit enrollment dialog box, make edits to the sequence email then click Save changes. 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. We use cookies to make HubSpot's community a better place. We are a team of HubSpot experts. You queue up a bunch of emails, personalize them all at once, and send them off. At the top of the table, click Enroll in sequence. A playbook can include all of the following EXCEPT: Videos and images. For marketing email sending lists, select the contact-based list type. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. ----------- This is now in. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Action 1: Update lead status to "Attempted to Contact". We are also in progress providing new 'Sequence-based triggers' for the entire HubSpot platform. We are currently in development for a new feature to be able to bulk unenroll sequences. The first sequence has 5 emails and associated tasks. When you are in the enrollment pop-up box click on the drop-down labeled "start at" next to the time zone drop down. Unenroll Contact from Sequence. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Sequences only allow for manual enrollment because they are intended to consist of more targeted emails that will result in a reply or a booked meeting. We use cookies to make HubSpot's community a better place. 1. I'm using a sequence to reach out to users. HubSpot has tools you can use to simplify the process. One way to bypass this re-enrollment limitation is to enroll contacts via list membership. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. Allow cookies. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. ). Click on the “Add email” button to add an email to your sequence. Karsten, I have applied that filter to the active list and now have a static and active list. ; Academy Certify Courses A collection by lessons and practical training leading to an industry-recognized certification inside HubSpot’s tools or strategy. This is very time consuming, if you have a company that has 100+ co. Just came on to the community to ask this exact question. The selected record will be unenrolled. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. 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. . In this case you may want them to be able to view all contacts, but only edit the ones they own. Automating follow-ups. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. 3. Karsten, I have applied that filter to the active list and now have a static and active list. In the workflow, you can trigger and enroll your contacts to meet those triggers. Hey! I was looking for a similar solution for non enterprise, so I thought I'd share. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Yes this will work as long as the email sent from the form is a marketing email. 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. This is set automatically by HubSpot based on the latest date of the activities in the record. Choose from a list of email templates and task options, and enroll a contact right from your HubSpot inbox. There is a free chrome extension called " HubSpot SequenceThe task is automatically assigned to whoever sends the email, but if we have BDRs who send emails on behalf of the sales team and need the sales team to follow up, the agents have to reassign the tasks by hand. I'd like to execute a sequence we've. Meetings booked per. Hi @DTaylorNTI, Yes, you could pick any of the below contact properties and filter for ". Click the Manage tab on the top left. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Published: September 16, 2020. Hi @keriestewart @SimonRevDeBug @JH21 and @BSchwartz ! At this time it is not currently possible to bulk unenroll contacts from a Sequence. Alternatively, you could explore. You could place the link next to actions when selecting all contacts etc. 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. Surprised it's not intuitive to enroll a Contact from their record. On the workflow details page, click the Action logs tab or the Enrollment history tab. Here are some common starting points to consider -. Hi @emclean . Are you saying to enroll in the sequence from the static list which has 5,000 contacts?The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. 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). It looks quite awkward when the Sender is me, but the person signing the email is another user. Currently, contacts can only be bulk enrolled into a workflow from a list. Last sequence enrolled date: the date the contact was enrolled into a sequence. 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. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. Granular reporting for sales sequences. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. This means that as contacts meet the criteria they'll be enrolled in this sequence. Set up the trigger, then click Apply filter. So from a contact list, we can select all the contacts in a table and select 'more' at the top and then select 'enroll in sequence', I'd really like. This would only work going forward, not historically. I am looking for a way to use a workflow to automate the auto-enrollment into the second sequence. In the right panel, select the when an event occurs. For example. 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 . I agree, such a simple feature. Send templated email to a list of contacts. Select a contact to enrol and click the email icon in the left panel. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. 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. Our leads come in through typeform, w. This limitation is insane. At the top right, click Create workflow. Oct 22, 2021 3:56 PM. This is set automatically by HubSpot based on the date/time set for an activity when it's logged on the record only when the Contact owner property has a value. Hi @A_Walters,. 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. The contacts have finished and left the sequence. Import/Select your list of contacts. To filter your activities by Activity type or Sequence enrollment, use the dropdown menus at the top of the table. I had previously enrolled users to that sequence using a set of filters into our HubSpot contacts. We use cookies to make HubSpot's community a better place. Eliciting a response. This is now available in Sequences. . The number of entries in the series determines its length (which could. Under status, select Sequence Ended, no response to generate a list. 1) To limit the amount of emails sent from a sequence. HubSpot gives you a list of recommendations for improving your email. Hi , This feature is unfortunately not as sophisticated as it may seem. Step 9: Enroll Contacts in the Sequence: Go to the contact’s record or task where you want to set up the reminder. 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. You can only enroll contacts from the contact's record or select up to 50. 2. SteveHTM. We use cookies to make HubSpot's community a better place. To further refine your trigger, click Add refinement filters. I'm linking the knowledge base article HERE . See moreEnroll contacts in sequences using workflows. If you want to bulk enroll contacts associated to your deals into a sequence, you would have to create a list of those contacts first under Menu > Contacts > Lists. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Click the Manage tab on the top left. Set up the trigger, then click Apply filter. Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. 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. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. When an object does re-enroll, all actions in the workflow will be executed for the object. As contacts join the list, they would also be enrolled in the workflow and then the sequence. Replies per enroll: percent of enrolled contacts who replied at least once to any email sent from the sequence. . Hi Community! We are in the process of creating a new sequence email send type to allow for "Manual Emails". July 31, 2017 12:12 PM. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Click on Contacts and select Lists. Enroll contacts in sequences using workflows. In the upper left, click the Enrollments tab. 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. Source: HubSpot. Personalisation => based on custom fields. In the workflow editor, click the + plus icon. 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. You could then use that static list to create an audience for your LinkedIn ad campaign. For these contacts we still want to enroll them in a "call only" sequence. Below you’ll find some selected questions from the latest real certification exam. How do I enroll contacts in HubSpot workflow? In your HubSpot account, navigate to Contacts > Contacts. It's essential to. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. To learn more,. HubSpot Updates. Enable mass enrollment in sequences. Hover over the name of the sequence you want to edit and click Edit or click Create Sequence to create a new sequence. In the upper left, click the Manage tab. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Go to Reports > Analytics Tools > Sales Content Analytics then select the Sequences tab . I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. ; As you can see, a Sales Hub. It's important to note that: You will be the sequence user, meaning any tasks assigned to the sender will be.