. Click the name of a workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Workflow events will be listed in descending order, with the initial enrollment at the top. Hi , 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. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. Not in the Actions dropdown, nor can I add it as a card or a property. Use bulk enroll for specific use-cases, not for prospecting. A few hundred would be sufficient for us. If you'd want to get on a quick call so we pick our brains on finding a more elegant solution, let me know. The answer here is yes, a contact will continue in the workflow A, following the usual rules. (This requires Operations Hub Professional. However, this will only work if the first sequence that you're mentioning is the first ever. . (The "Unenroll from sequence" workflow action is only available in contact-based workflows. Enroll a contact in a sequence. In the left panel, click Delay. Thanks, so I'm aware of that. that bride can only be enrolled in one sequence (even though she reached out to multiple clubs for info). (I'd appreciate it!) Have a great dayIt is great that we are able to enroll contacts into a sequence via a workflow, however, I noticed when doing this we do not have the option to set. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. Automate Sequence Enrollment for Sales. The contact must meet the starting conditions at the time they meet the reenrollment criteria in order for them to be reenrolled in the workflow. Allow cookies. Yes, when you enroll someone in the sequence you can customize the content of the email. . I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. However, there is a problem! You can only send out 1K emails per day per sales role. Manual emails => a task to send an email Automated enrollment for the sequence through workflows. Step A - Create emails. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment. Which section of the article exactly are you referring to? If you're enrolling all contacts that have a street address, all will enter the workflow and the copy action will be limited by association label. So basically if a client visits the page we specify,. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. 3) Filter all of your contacts by list membership is X. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. The problem I am having is that the first sequence fires through the activities fine. I thought out plan allowed for that. 1. We use cookies to make HubSpot's community a better place. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. 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 something along those lines). The email reply will also be logged on the CRM record. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. Click on the “Create Sequence” button. Hi , Automatic deletion is not available as a default workflow action. HubSpot Sequences. finn. Okay, are you ready to set up an abandoned cart workflow of your own in HubSpot? Navigate to Automation > Workflows. You can also use contact based workflow to automatically unenroll contacts. To edit an existing workflow, hover over the workflow, then. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Click the Delay type dropdown menu and select Set amount of time. You'll see an orange 'Enroll contacts' button in the top right-hand corner. . If you exceed this, then the sequence fails and doesn't send out the email. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. What you could consider doing is using unenrollment and suprression rules. 1. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. (In fact, there isn't any tool in the Marketing Hub that does. It's common for us to have multiple deals/projects for the same contact. 3. Option 1: While you aren't able to specify which sequences you'd like to build a workflow off of, there IS a DEFAULT contact property called "Now in sequence". I would advice you to break out the modules into short workflows and t. When using the property filter is known for re-enrollment, objects can re-enroll in two. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the action. Create a workflow that enrolls them in the sequence (i. In the top right, click Create Sequence. Now, when a contact in this workflow enrolls in a sequence, they would unenroll from the workflow immediately. In the sequence editor, click the edit pencil icon and enter a name for your sequence. Aug 19, 2023. This is expected behavior. To enable re-enrollment: In the left panel, click the Re-enrollment tab. Using List membership filters in other lists and custom reports. To learn more, and. I'd recommend requesting this from the HubSpot product team in the HubSpot Ideas section of. eg; when contact property is set to 'X' trigger sequence 'Y' Set event enrollment triggers. In the top right, in the alert above the contact's avatar, click Pause or Resume. If we manage to get a contact on the phone to discuss. Using a contact-based workflow, you can enroll contacts into a sequence and choose the sender:. The selected user/sender must have a paid Enterprise Sales or. Contacts already met the workflow goal. Best regards!Our team was so excited to get the new Workflows -> Sequences enrollment feature with Sales Hub Enterprise to take our automations to the next level. Identify marketing-qualified leads. They'll execute i asynchrounously so long as the enrollment criteria is met by the CRM object. Click the name of the workflow. Then he is redirected to the thank you page. In the left sidebar, click Unenrollment and suppression. You can select additional properties to refine the objects that you would like to enroll in the workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Any idea on how to trigger a workflow when someone in a sequence replies to the email? Seems unbelievable that you can do that for marketing emails. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. If the option is turned on, the HubSpot will enroll any contact that. Out of the box, without custom development, workflows do not have any cap / throttling features. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. After the convo, we usually change the leadstatus. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. You can also use contact based workflow to automatically unenroll contacts. Excellent, thanks, Frank. The idea is currently being reviewed. But the seq. If they meet the reenrollment criteria but no longer meet the starting conditions, the contact will not be reenrolled. We use cookies to make HubSpot's community a better place. This feature would be good for companies with longer buying cycles and send out emails to nurture contacts to become leads every quarter. And more specifically, this is an example set up where you'd add the enroll to a sequence for each cohort. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. You can access the sequence ID by look at the sequence URL:. Allow cookies. Placeholers => required to be manually personalized before enrollment. NOT in Marketing Tab >Emails. Hi , You should be able to reference an email from a sequence in a workflow like shown below. . In the right panel, select the when an event occurs. It's common for us to have multiple deals/projects for the same contact. To do this, I am trying to create a list of those who have completed the abandon basket workflow, then have that a. In the right pane, set an unenrollment trigger. Any help would be greatly appreciated!! Yes this will work as long as the email sent from the form is a marketing email. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. We then combine this with 1 or 2 follow-up phone calls. Hi , hope you are doing well! Do you want to enroll contacts in a sequence using workflow? Or do you mean just send emails by workflow? Let me know what it is please, so I can provide the right recommendations for what you need. Nurture leads. A simple 'Replied to X in Sequence Y' would be so helpful. In the upper right, click Add report, then select From the report library. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. 1. Resource HubSpot Knowledge Base What is a workflow goal and whyThat way, you would only need to enroll those who hadn't gone through those steps in the original sequence. eg; when contact property is. First, it appears that we can't change the enrollment workflow in order to add a delay. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). ) I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. We don't grab everyone's email at first. This is the obvious one. 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. I've implemented hubspot for some clients that have a qualification team on their sales process. When meeting certain criteria in workflow A, contact is. . In the top right of the editor, click More > View enrollments. If the user goes to any page after thank you page then set property value. There it can be accomplished with a contact-based workflow. We need it to action once the stage has changed and not a specific stage as the stage has its own workflow that would be deleted by this workflow. set of tasks trying to connect with a contact). Only "now in a sequence is equal to True. If it's via workflow, then yes, your approach by letter could be an option: If these contacts are being enrolled in bulk by users, then any solution would rely on the sales users. However an email is required to enroll a contact in a sequence. We use cookies to make HubSpot's community a better place. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. hence why i think this is an issue for us. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". CRM Tools. Set up the trigger, then click Apply filter. Rather, a specific Owner with a Paid Seat must be selected. With the addition of. Hi @A_Walters,. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. SteveHTM. This is the obvious one. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. See more ideas labeled with:We use cookies to make HubSpot's community a better place. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. The first and only action in this workflow would then be the "Set property value" act. . To. Rather, a specific Owner with a Paid Seat must be selected. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. By 'lost' contacts I assume you mean they have completed the workflow. Sequences are meant to stop whenever a recipient replies. 4. How do HubSpot workflows work? In this video, we'll show you how to set up. Here are some common starting points to consider -. 2. Any changes you make now don't affect them anymore. Hi there, We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. In your HubSpot account, navigate to Automation > Workflows. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. I've created a workflow to determine whether or not a contact in the sequence has replied to an email or not, and there hence update the deal stage to a new one. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. 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? An 'Enroll in sequence' action and an `Unenroll from sequence` action. Otherwise, the "Last sequence ended date" might be referring to an earlier sequence. Hi , I'm not aware of any reports which would give you this information out of the box. g. Or even just displaying as a field 'Current Sequence'. Contact date property. @dennisedson Can't say that I know enough about sequences to answer that question and outside of "hs_latest_sequence_enrolled" I'm not seeing anything usable out of the box. However, having the email subject as enrollment triger is too risky as it's not specific enough and it would be too error-p. You should not automate sequence enrollment in less targeted situations: karstenkoehler Apr 21, 2023 12:03 AM Follow Add a Sequence within a workflow Hi @rmaza, It is in contact-based workflows, see here but it requires a Sales Hub Enterprise or Service Hub Enterprise subscription. HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. Enrollment trigger: Contact gathers a certain number of HubSpot points. ; By default, records will. Hi @AAadland,. Time: the time that the event happened. You can't add a delay using the automation in Sequences. I realiezed that there is no such option as setting the contact owner as sender of (emails in) a sequence, I have to pre-define sender here: Enroll contacts in a sequence without an email address. Unenroll all contacts from a sequence at the Company level SOLVE We currently enroll multiple people from the same company in a sequence and send emails and make calls; if we get someone to answer the phone and set a demo with us we want to unenroll everyone from the sequence since we've got a meeting scheduled. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. Sequence enrollment can't be referenced or changed by workflows. Steps to resolve. The first sequence has 5 emails and associated tasks. A Client can be part of more than 1 project and custom properties have to be shared. Here are some steps you can follow to build an automation. Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processing workflow and sequences. Allow cookies. The list contains prospects that will be sent 3 clustered sequences with 3-4 actions in each. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. 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. For example, you can use workflows to:Hi @MBrommekamp,. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. If you select more than one reenrollment criterion, then each of those. The exception is enrollment via workflow. There are several other areas within Hubspot where "owner" properties can be selected instead of individual names, and I feel the Enroll in Sequence sender is a prime location for "Contact Owner" to be an option. You can send sequences where email templates include: 1. Visual Editing. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Fourth, turned on my workflow and enroll all eligible contacts. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. In your HubSpot account, navigate to Reports > Dashboards. Click the button. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Enrollment trigger: Contact is member of Webinar Registrants. Learn more about the Workflows API in the Workflows API overview . In order to automate the process, we can create a contact-based workflow to copy the Company property 'Name' to Contact property 'Company Name'. If purchasing HubSpot Operations Hub is an option, fe. Here are some common starting points to consider -. If a contact completes one workflow (once he's completed all steps and has received the email), the workflow will be considered completed and the contact will automatically unenroll from. See the screenshot of a contact-based workflow below: Your workflow could look like this, I picked a closed won deal as an enrollment trigger to unenroll from a sequence: Let me know if you have any questions! You can help others find this information by accepting this as a solution. The filters I currently have are shown here (see screenshot). eg; when contact property is set to 'X' trigger sequence 'Y' I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. So in short, we'd like to unroll users after a while. In the CONVERSATIONS tab. The email will be sent immediately and simultaneously to the contact being redirected to the thank you page. This will allow Sequence properties to be used in List building, Report building, and Workflows. When an object does re-enroll, all actions in the workflow will be executed for the object. What you could consider doing is using unenrollment and suprression rules. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. English English Español Português FrançaisWe don't grab everyone's email at first. English English Español Português FrançaisIn the workflow editor, click Set up triggers. e. Automating follow-ups. Step 2: Choose an existing workflow or create a new workflow. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Sequence Enrollment Limit via Workflow. The user visits LP. 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 . Enroll to Sequence+; You can create a Sequence after creating your HubSpot. Our leads come in through typeform, w. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. I love the fact that I can now enroll contacts in a sequence using a workflow and choose who should the emails come from within HubSpot. Third, turned on my zap. Learn more about adding re-enrollment triggers to workflows. From your HubSpot homepage, go to Automation, then to Workflows. 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. posting on behalf of a customer It would be great to be able to enroll, let's say, 1000 contacts to a workflow for sequence enrollment, but choose how many of those 1000 you want to enroll to the sequence daily so as to avoid reaching the daily limit, currently this is only possible manually, but. Why this isnt already default is confusing to me. For some contacts, it skips one of the sequences. . You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. To learn more, and to see a full list of cookies we use, check out ourWe use cookies to make HubSpot's community a better place. Hi Actually, in terms of workflow triggers, there is no difference between 7 separate properties and 1 multiple checkboxes property with 7 options. Good use-cases tend to be event-based. Option 2: Create a custom property -. It's sorted by most recent. So to give more clarity. Step B - Create a Sequence, from the emails you created in Step A, in the AUTOMATIONS tab. However, I wouldn't recommend chaining multiple sequences like that. "We often have to send quotes for more than 1 deal to the same contact" and due to not being able to enroll contacts into multiple sequences, "for now. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Solved: Is it possible to enroll into a sequence from a workflow? I find literature on how to do this, but I'm not given the option as I generate JavaScript must be installed and enabled to use these boards. Then, click Turn on. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. You can use workflows to enroll contacts in a sequence based on targeted criteria. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criteria in the workflow Run of order / Priority on workflows. HubSpot will still use your profile's name for the sender name. In this case, if you're looking to enroll deal almost instantly when e. Sequences feel so isolated from everything else in automation. ----- This is now in public beta! If we can't connect, we enroll the prospect in an email sequence. In the right panel, click the Re-enrollment tab. Enrolling sequence twice. 2. You could however bulk enroll up to 50 contacts in a sequence by following these steps . Manual emails => a task to send an email. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. I agree, such a simple feature. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. I can see Workflow status indeed but as you can see on capture below there is no "sequence status", not even when I go to the Activity We use cookies to make HubSpot's community a better place. Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processing workflow and sequences. And you can't use a Workflow because you can't add the action to enroll in a sequence without Enterprise. Unfortunately not, no. @RYaqoob To Dennis' point, I wonder if this is something you can do when enrolling the user into the sequence? Rather than listening for an email to be sent? For. 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. . Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. Out of the box, without custom development, workflows do not have any cap / throttling features. This limitation is insane. This indicates that your workflow has an action to create a record that also meets the enrollment criteria for the same workflow. sure, but then you are just sending a generic email and we get 100's of. But all contacts will enroll. Check your inbox connection within HubSpot and your email client. You can then use this property for reporting or list building. Eliciting a response. Contacts can also be entered manually with a list. If you want to send another email to existing contacts, you would either have to send them this one email manually. Click the name of a workflow. In your HubSpot account, navigate to Automation > Sequences. (These call criteria. 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. Click the name of a contact-based workflow. Solved: Is there currently a way in a workflow to use the deal owner as the one who is the sender of a sequence for automatic enrollment? Currently I JavaScript must be installed and enabled to use these boards. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. An 'Enroll in sequence' action and an `Unenroll from sequence` action. In the upper-right corner, click Create workflow. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. View all posts. Thanks for the reply. CRM & Sales Marketing Service RevOps & Operations Developers Partners. However, since there is more than on at one point I cant. But this is not shown as an option at all. Workflow B: action a > action b > action c > action d . Allow cookies. Choose an activity filter for Email subject and enter the subject line of the email: I'd recommend testing this on a few contacts before unleashing it onto the whole database. Automatic deletion is not available as a default workflow action. Personalisation => based on custom fields. Placeholders are for manual research and entry. )If you really want to set it up that way, you may be able to leverage both a workflow and a sequnce: Create the above sequence just for the call tasks. In the below example, contacts will always enroll in both workflows. You can take a loo here:If it's via workflow, then yes, your approach by letter could be an option: If these contacts are being enrolled in bulk by users, then any solution would rely on the sales users. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. It is not possible to trigger a workflow via the enrollment into a particular sequence. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 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). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. CRM & Sales Marketing Service RevOps & OperationsThanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. For example, you can use workflows to: I am currently trying to set up the workflow, however, I cannot find the filter type "sequences" as my enrollment trigger. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. rather than having to place them into a list in order to bulk enroll them into a workflow! See more ideas labeled with: Workflows; 3 Upvotes 1 Reply Msyvrais. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The other way around sales persons would have to make sure they check workflow enrollment first. Unfortunately not, no. This is the obvious one. We use cookies to make HubSpot's community a better place. ; In the left panel, select When an event occurs or When filter criteria is met. Hello Yes I agree with you on this but as you had mentioned that you need a delay of min 2 days in sending SMS sequences if a user has filled out more than 1 worries, then I think in this case you can easily manage the delay. Hi @MWilliams3, By default, a form submission will overwrite an existing value. If purchasing HubSpot Operations Hub is an option, feel free to reach out to. the re-enrolment settings. If there is a chance that a contact might land in another sequence and should be re-enrolled again, it should look like this: That means that a contact will re-enroll when the number of deals changes an. If you want this email sent from a colleague's email, they would have to enroll contacts into. The Workflows API currently only supports contact-based workflows, the latest stable version of. Hi OK, with 7 different properties, I will try setting the workflow: Worry 1 is known --> trigger SMS sequence 1 --> At the end of sequence 1 I. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. To give a user Delete access, they must be given Edit access. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Set up the trigger, then click Apply filter. Would be great if HubSpot would supply an "unenroll" action similar to the "enroll" action, but it seems they prefer to squeeze their customers through more and mo. Here are two ways to manually enroll contacts into a sequence on HubSpot. Hi @NLuxembourg. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. One application of this endpoint could be removing a contact from a marketing automation workflow if they are closed as a customer in your CRM. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the. So that if a contact is added to the "in-market". However, the contact is still enrolled in the sequence. 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. I import lists on a daily basis that go through a workflow to send emails. Only "now in a sequence is equal to True. Eventually, I managed to manually enroll my personal email into the workflow, but even though my personal contact was mentioned in the history section, it did not receive the email itself. Here’s a step-by-step guide to setting up email sequences in HubSpot: Log in to your HubSpot account and navigate to the “Workflows” section. . 5. This enrollment failed because Gmail failed to send the first step. Click the Settings and notifications tab. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot offers two different ways to automate sent emails, through workflows and through sequences.