(This requires Operations Hub Professional. We use cookies to make HubSpot's community a better place. Automatically sequence your inbound leads from Salesforce; Automated emails vs. Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. Click the name of a contact-based workflow. While I see the benefit of being able to do that. To learn more, and to see a full list of cookies we use, check out ourHi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of the sequence again. Hope this helps!The only available contact property is Now in sequence which can be true or false – not of much help here. Benefits of. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. 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. If I am understanding it correctly, the sequence should now pick up from my. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When you turn your workflow on, HubSpot will prompt you to determine. If your subscription doesn’t say Marketing Contacts,. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. re-enroll is someone who was manually unenrolled (see screenshot). Hi , Thank you for your product feedback. . you need to make tell HubSpot which contacts exactly should be. ----- This is now in public beta!If it's a matter of one week, you might want to consider holding back on starting the sequence. Stop sequence when deal is won. In the left sidebar menu, click Sent. Proper organization of your contact database enrolling contacts in hubspot sequences automatically is a key point of the successful business as it helps to build trustful relations between customers, partners and the company. These would be the contacts that you have to exclude when you enroll the next batch of contacts into sequences. You can use workflows to enroll contacts in a sequence based on targeted criteria. I have tried to do this and it wont let me as it is saying i dont have an inbox connected but the inbox isThe 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 t. 2. (In a contact-based list, you can filter for deal properties. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view. I'd recommend checking with your customer success manager, maybe they can enable this for you. Hello! I've recently come across an issue with enrolling contacts into a sequence who have previously unsubscribed from marketing emails. HubSpot views allow you to set specific filters that automatically pull in contacts based on the criteria. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Hi , Thanks for your feedback! Would you mind posting this directly in the the ideas forum. Automatically enroll contacts into workflows or set up enrollment triggers based on engagement data. I also underst. Good use-cases tend to be event-based. Enroll Contacts in Multiple Sequences. Hi Thank you for this information. If you want to automatically create deals for these contacts, you'd have to encourage them to interact in another way, for example clicking on a link. ReportsOnce you've navigated to contacts > lists > create list, select the "workflows" filter. For. How to Enroll Contacts in a Sequence. The Last used at column is user specific, so it will show the sequences that you last sent. Any changes you make now don't affect them anymore. In the workflow, you can trigger and enroll your contacts to meet those triggers. Within the automated sequence tool, 500 per week. To learn more,. Cookies help to provide a more personalized experience and relevant. There are two ways this can be done. In the left panel, under Advanced options, click From a webhook. 1. We need to be able to put them in a sequence for each one. You'll be able to choose the starting point from there. Waiting until you've finalized the sequence is going to make your life a lot easier here. 1. Make sure that prospects don't slip. When creating sequences, the HubSpot platform defines the following conditions for the user: In a single one, 50 contacts within the sequence tool. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Use sequences properties and activity as Contact filters in List and Workflows. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: Each contact can only be. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. See moreUse contact-based workflows to automate sequence enrollment and unenrollment. Explain anything clearly and easily – and skip the meeting. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. Last sequence enrolled date: the date the contact was enrolled into a sequence. Create tasks to keep your follow-up on point. The Last used at column is user specific, so it will show the sequences that you last sent. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. It has two types of contacts: Marketing contacts: These are the normal contacts you can send emails to, target with ads, and run automations on. I think there’s a strong case to provide. Hi @RebeccaShultz, Out of the box this is currently not possible. 9 contacts enrolled, but after enrollment (first action is to send an email automatically) everything JavaScript must be installed and enabled to use these boards. In the left sidebar menu, click Bounced. If I am understanding it correctly, the sequence should now pick up from my. HubSpot automatically personalizes the email for you. CRM & Sales Marketing Service RevOps & OperationsFor example, you might enroll contacts in a Sequence as part of a larger workflow that includes additional actions and conditions beyond email engagement. 4. Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. Create tasks to keep your follow-up on point. )You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. Powered by. Click the name of the contact. 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. I would encourage you to upvote this related idea in the Ideas Forum and add your feedback there so our product team can take it into account for possible product development in the future. Send a test email in sequences. Stop sequence when deal is won. Advanced Playbook RecommendationsWe use cookies to make HubSpot's community a better place. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. Because these are supposed to be 1-to-1 emails, there is not an automatic way to enroll someone in a sequence via workflow or other. It's essential to choose the right type of sequence based on your outreach goals and understand your contact's preferences to maximize effectiveness. Let me know if you have any follow-up questions!. It's important to note that: You will be the sequence user, meaning any tasks assigned to the sender will be. Best regards!We use cookies to make HubSpot's community a better place. Click the name of your contact-based workflow. We use cookies to make HubSpot's community a better place. In the dialog box, use the search bar to search for a sequence by name, or click the Owner dropdown menu and select a filter option. . You can only enroll contacts from the contact's record or select up to 50Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: You could enroll contacts into this listThere is a free chrome extension called " HubSpot Sequence JavaScript must be installed and enabled to use these boards. 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. In the email's post-send page, click the Recipients tab. For example I may want to enroll everyone at. Last sequence enrolled date: the date the contact was enrolled into a sequence. Let me know if you have any questions! You can help others find this information by accepting this as a solution. 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. I would encourage you to upvote this related idea in the Ideas Forum and add your feedback there so our product team can take it into account for possible product development in the future. For as long as Sequences has been around, it’s primarily been an email automation tool. Without access to a Professional or Enterprise subscription, I'd recommend creating a template the HubSpot Sales chrome extension so that you can quickly insert the same email copy for each of those 30+ contacts –. Thank you!. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. We use cookies to make HubSpot's community a better place. Enrolling contacts in Call Only sequence. Click Enroll contacts at the top right of the sequence page. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. You can send a series of email templates after enrolling contacts manually. HubSpot automatically personalizes the email for you. Recently, i used the sequences to suggest a visit during a trade show. Proper organization of your contact database enrolling contacts in hubspot sequences automatically is a key point of the successful business as it helps to build trustful relations between customers, partners and the company. . HubSpot has tools you can use to simplify the process. @somu You can bulk enroll a list to a sequence following these steps. We use cookies to make HubSpot's community a better place. Best regards!HubSpot’s sequences tool enables you to: Create targeted, customizable templates in an outreach sales email sequence. The HubSpot Marketing Email tool allows businesses to mass enroll subscribed contacts into email campaigns. Instead you will need to start a new email. Eliminate manual entry as every lead’s contact info, email. . The above answer is related to HubSpot sales. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When enrolling contacts directly from sequence, I don't see options to select or filter by company, only to look up individual contacts, which is extremely time consuming and makes it difficult to stay organised, especially when you can't see their company of job. If I decide on the hard path: re-enrolling doesn´t seem 1. When a contact is unenrolled from a sequence due to an action that they took (i. I have the professional verison of both the marketing and sales hub but the "enroll in a We use cookies to make HubSpot's community a better place. Then, click on Create sequence. A key factor that differentiates workflows from sequences is that while workflows are programmed to automatically enroll contacts that meet a set of predefined criteria, sequences are designed ideally for 1:1s and as a result, you’ll have to manually enroll contacts into sequences one at a time. Yes this will work as long as the email sent from the form is a marketing email. Choose the type of workflow and set up the trigger for it. Click the name of an email. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view. Great workaround Idea. There is a workaround that might make your life easier. The sequence contains three emails and runs over 10 business days. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the dialog box, select and set the. I see two aspects of your question, preventing contacts from being enrolled in multiple sequences at the same time and contacts experiencing similar sequences over time. In the case that your contact does meet your workflow criteria, but is still not enrolling, it’s possible that “enroll existing contacts” was not selected when the workflow was turned on. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. In the workflow, you can trigger and enroll your contacts to meet those triggers. Hubspot. At the bottom of the right panel, click Next . Previously, when I close the deal and change the deal in hubspot from "Open" to "Closed - Won" the customer would be un-enrolled from the sequence. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. Hi , Thank you for your product feedback. carry out phone tasks. Enrolling a list to a sequence. You can use workflows to enroll contacts in a sequence based on targeted criteria. Rather, a specific Owner with a Paid Seat must be selected. Depending on the level of personalization you want, you may choose to build fully automated email sequences, task-based. 1) Create the list. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. We offer HubSpot support, email ma. For example, sales agents can send promotions to certain clients over a period of time and through a defined series of emails. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. The sequence contains three emails and runs over 10 business days. Hi , Thanks for reaching out! I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this. Understanding HubSpot Sequences On the sequence summary page, you can view which contacts are currently enrolled in your sequence. This How to Use HubSpot. HubSpot, please roll out an improvement as per the OP's request. We use cookies to make HubSpot's community a better place. ) The custom code action could delay further actions if a defined contact limit has been hit. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In your HubSpot account, navigate to Automation > Sequences. Waiting until you've finalized the sequence is going to make your life a lot easier here. You can review, subscribe, or unsubscribe contacts manually from their contact record: In your HubSpot account, navigate to Contacts > Contacts. The default "Send Time" is "Send Now". Automatically unenroll contacts when they book a meeting or email you back. you could then enroll the contacts based on the visit of a specific page and. Enrolling prospects into sequences where the first step is an automatic email. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Workflows, on the other hand, can include trigger criteria, which can enroll contacts automatically. reenroll all contacts. I've split this discussion off from Stop contacts being added automatically after sending Gmail email. Automation tools are extremely useful for marketing teams, but they can be equally beneficial to sales teams. Rather, a specific Owner with a Paid Seat must be selected. Hubspot Sequences are a powerful tool that allows businesses to. Click > to expand a particular. Hope this helps. All you have to do is look at the myriad tools available to Salesforce customers. To sort your sequences, click a column header. Currently data generated from the email sequences are poorly integrated with the contact properties. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Many businesses also use HubSpot Workflows to automate internal tasks like sending notifications, updating Deals and contact properties, and creating tasks. I'd like to submit a request to the Hubspot Products Team that adding a contact to a sequence using a workflow be available in Pro. In the left sidebar menu, click Sent. 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). Go to Automation > Sequences in your HubSpot account. Thus I think my issue is how to get the workflow to trigger when in step 4, when I update the association label with the desired label. Could you expand a bit on your use case for enrolling a contact your have already established a relationship with in a sequence?If they don't reply they should be moved to yet another deal stage. Click Uneroll contact in the new box. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. The last step, certainly not. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). We are unable to identify an email for every contact. Choose different contacts to enroll into the sequence. Hi there, Is there a way to automatically check whether a contact has engaged with a specific email in a specific sequence? We're looking to do a few things for a client based on engaged with the emails in a given sequence, such as score them with a lead score proeprty, flag those that've clicked/opened emails and trigger tasks of the. Hi , Currently it's not possible to auto-enroll contacts into sequences. It 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. Before you get started To create and execute sequences, the HubSpot user account must meet the following requirements: You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. See how to do it here. Workflow 2: Enroll contacts to Hubspot sequence(s) You can create a workflow and enroll contacts in sequences based on the contact owner, depending on the number of sequences available. You can clone or modify your active list and add an additional f. There are really two parts to the discussion. To learn more, and to see a full list of cookies we use, check out ourIf you’re enrolling a contact into a sequence and you see a warning that you’ve reached your emailing limit, what do you need to do? Wait until tomorrow to enroll the contacts into your sequence. 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 status column of the. . Click the name of an existing workflow or create a new contact-based workflow. With a Sales or Service Hub Enterprise, workflows can be used to enroll contacts into sequences. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. I want to schedule my emails to go out at a specific time (mornings) and day. The email reply will also be logged on the CRM record. 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. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. In fact, many HS users employ workflows as a way to automatically enroll leads into their HubSpot sequences. In your HubSpot account, click your account name in the top right corner, then click Account & Billing. 2. 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 sequence after saving your changes. Could you expand a bit on your use case for enrolling a contact your have already established a relationship with in a sequence?If they don't reply they should be moved to yet another deal stage. An 'Enroll in sequence' action and an `Unenroll from sequence` action. When the deal gets moved into that particular deal stage, a task is created automatically - notifying the sales rep that they should enroll the associated contact of that deal in the. 3. Creating a list of bounced contacts. com. 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. Solved: I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. In the workflow editor, click the + plus icon to add an action. You might think that nurturing leads is mainly down to marketing people in a company. Literally the use case is: - You have an onboarding questionnaire. The starting condition for any workflow could be to manually or automatically enroll contacts. For instance, the status of contacts in a sequence isn't stored on a contact property. One powerful feature is that if a contact in a Sequence replies to an email in the Sequence, or books a meeting, the contact is automatically removed from the. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. With the HubSpot Sales Sequences tool in your corner, you can scale your sales activity to optimize your outreach and accomplish so much more in just a few clicks. 4. . . HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. Enroll Contacts in Multiple Sequences. The email templates have been created with different subject lines, and when I only place one of these emails in a sequence, the subject line stays put. Once a month (or week) you'd manually delete the contacts from the list. I have the professional verison of both the marketing and sales hub but the "enroll in a We use cookies to make HubSpot's community a better place. Select a contact to enrol and click the email icon in the left panel. 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. The sequence is the first point of. finn. 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 Sender of. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. We have an app that we use at conferences, and we enroll people into a 4 email drip campaign after the conference. Manage subscriptions of individual contacts. Hi , thank you reaching out to the Community and for posting about this feature update. Hover over a sequence and click. You can, - Enrol sequences with workflows - Enrol sequences from another user - Enrol sequences based on deal stages # How it works CRM automator looks for sequence tasks every 15 minutes, which can be set automatically using workflows. 1. In the sequences. Essentially what I need to know is whether or not I need to add a delay in between the two sequences as to ensure contacts will pass through both. To learn more, and to see a full list of cookies we use, check out our Sep 22, 2022 9:48 AM. ) The criteria trigger for the workflow will be based on a unique task title and the completion date known. Unenroll contacts from the contact record. Enroll contacts in HubSpot sequences directly from Office 365. Just curious is there a difference between using the plugin vs. Click the name of your sequence. In your HubSpot account, navigate to Automation > Sequences. Can we fix. 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. One of my users just ran into the same problem. We use cookies to make HubSpot's community a better place. Non-marketing contacts: These contacts don’t count toward your paid. When creating a workflow from scratch, there are different types that you can select from based on the record type you would like to enroll. Yes this will work as long as the email sent from the form is a marketing email. Click the Contact enrollment trigger box. This feature is currently live and is available to all Sales and Service Hub Pro+ customers. This will be email id that will used in sending the emails sequences. When contacts reply to the email or book a meeting, they will automatically unenroll from the sequence. Sep 11, 2019 1:47 PM. When this is turned off, users can only enroll one contact at a time. Here are two ways to manually enroll contacts into a sequence on HubSpot. I have tried to do this and it wont let me as it is saying i dont have an inbox connected but the inbox is 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 t. When contacts reply to the email or book a meeting, they are automatically unenrolled from the sequence. Currently data generated from the email sequences are poorly integrated with the contact properties. Click Enroll contacts at the top right of the sequence page. Hello, I am using Hubspot’s CRM and sales tools. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. Use sequences properties and activity as Contact filters in List and Workflows. You can also use contact based workflow to automatically unenroll contacts. 4. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. This Knowledge Base article walks through how to enroll contacts in sequences. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. To learn more, and to see a full list of cookies we use, check out ourMy suggestion would be to leverage a workflow to enroll the contact into the next sequence (note, you do need Sales Enterprise to unlock the capability to enroll into a sequence from a workflow. Thus I think my issue is how to get the workflow to trigger when in step 4, when I update the association label with the desired label. For these contacts we still want to enroll them in a "call only" sequence. In your HubSpot account, navigate to Automation > Workflows. If I decide on the hard path: re-enrolling doesn´t seem1. There are a couple of ways to do this: On the contact record - if you're on the contact record in HubSpot, you can hover over the Sequence event on the contact's timeline and click Edit Sequence. Thought I'd add: You can do this if you connect your colleague's email inbox to your user in your email settings (it can be connected to both your and their user, and won't affect other tools like calendar sync as far as I'm aware). Hi some things cross my mind: - are you enrolling contacts in different sequences at the same time? - may be an issue of surpassing the email limits you can send per day? 500 or 1000 depending on having Enterprise ou Professional - might it be the sequence setup? - does your sequence include tas. Here are two ways to manually enroll contacts into a sequence on HubSpot. I definitely agree with you on keeping everything under one contact for cleaner reporting. It would be great to be able to create a sequence that doesn't involve emails and then get to add contacts to that sequence eventhough the contact info doesn't have an email. Click tracking not working through Hubspot. add all 49 contacts to the sequence (first email will be sent out today) 2. We are running a campaign that pushes contacts to a landing page where they can fill out a form if they are interested in the offer. In the enrollment trigger box, click the Set up triggers. It would be great for teams that prefer to work out of Salesforce (because they've been using Salesforce for years) if they could enroll contacts & leads in a HubSpot sequence from the Visualforce component. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Click + Create a webhook event. But we need to enroll contacts into sequences programmatically. Currently it's not possible to auto-enroll contacts into sequences. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. @Alex32. Hey @GMD sequences are designed as an email outreach tool specificially, task creation in sequences is just a byproduct of making emails more efficient. This makes it hard to bulk enroll contacts in Sequences on a set date. Contacts > Contacts > click Contact Name > Email (left hand panel) > Sequences (right hand pop up box) > Select Sequence > Start At Dropdown (Click which step to send an email) Time zone drop-down (Select a time zone) Send now drop-down (Specify date and time of email) Send email in Drop Down (Select. 5. HubSpot Sequences tracks the. 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. Let me know if you ha. sales rep user. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I tried this through workflows, and it could be a. to enroll from a particular step do your enrollment per usual (whether that is contact by contact or from a list). If that's not an option, keep in mind that re-enrolling contacts into a sequence will not automatically have them skip steps they already completed. You can also unenroll them automatically once they reply to your email or book a meeting. Enrolling deals into sequences. Enroll contacts in a sequence hubspot. Our total revenue increased by 215% since we started sending these templates in a sequence. " Once this is saved and processed, the list. When you enroll them with the Send Time as "Send Now", they start going out immediately and FAST (multiple per. Solved: how to enroll those same prospects in a new sequence who has ended/ finished in an older sequence in bulk?Currently, when using Sequence queues, the enrollment date for the first step in the Sequence defaults to "Send as soon as possible". After creating the email, go to Automation > Workflow and click on Create Workflow. Hi @ttremblay , You cannot enroll a contact programmatically into a Sales sequence as that’s intended to be a manual process. With the 'Number of sequences enrolled' enrollment criterion, this number changes with each enrollment. HubSpot gives you a list of recommendations for improving your email. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. ) Find Automation > Sequences under Automation in your HubSpot account. ) The custom code action could delay further actions if a defined contact. Schedule and organize meetings over Outlook. Benefits of. Complication. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To see the contacts who bounced on an email, and the corresponding bounce reasons: In your HubSpot account, navigate to Marketing > Email. Check your inbox connection within HubSpot and your email client. 1.