Enrolling contacts in hubspot sequences automatically. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Enrolling contacts in hubspot sequences automatically

 
 Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for usEnrolling contacts in hubspot sequences automatically  When this is turned off, users can only enroll one contact at a time

Filtering Contacts by Sequence Enrollment Status. Best regards! HubSpot’s sequences tool enables you to: Create targeted, customizable templates in an outreach sales email sequence. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. Use contact-based workflows to automate sequence enrollment and unenrollment. 1. But as said if I write a mail directly through outlook the link tracking is working BUT I send all sequences or template directly with hubspot. ( the way that reBump does it in 1 click ideally ) the closest i got to this is this workflow: 1 - reply to my lead with a custom email ( present day ) 2 - click on Email > Sequences ( present day ) 3 - Select a Sequence and schedule it to run a. The email is sent out to contacts on a specific list and the values of the properties need to be changed every day. If it was an Enterprise feature, it would show up with a lock icon, I think. To learn more, and to see a full list of cookies we use, check out ourEnrolling contacts in Call Only sequence. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. Thank you, Kristen In your HubSpot account, navigate to Automation > Workflows. To see the contacts who bounced on an email, and the corresponding bounce reasons: In your HubSpot account, navigate to Marketing > Email. . I think there’s a strong case to provide. 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. Great workaround Idea. But sequences aren’t just a set-it-and-forget-it. In this video, we explain how to use sequences in HubSpot. Click tracking not working through Hubspot. 3. Hi Thank you for this information. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. In the email's post-send page, click the Recipients tab. Enroll contacts into HubSpot Sequences and create meetings directly from Salesforce records, so reps can spend less time clicking between tabs and more time connecting with customers. In the enrollment trigger box, click the Set up triggers. Tracking the Engagement . It would be great if the updates apply automatically t. Before anyone suggests the "Document Tool" this was explored. To search for a workflow, in the upper right, use the search bar to search for the workflow name. . To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. finn. Hi @DTaylorNTI, Yes, you could pick any of the below contact properties and filter for ". Limit the number of contacts in a workflow. The contact property HubSpot Score is greater than or equal to ###. Last contacted: the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. 2. Go to Workflows. 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. Read on to know more about it. In the Workflow memberships card on the right panel, click Manage. vuvuzela-reptile 1 point 2 points 3 points 1 year ago . (This requires Operations Hub Professional. It's essential to choose the right type of sequence based on your outreach goals and understand your contact's preferences to maximize effectiveness. Advanced Playbook RecommendationsWe use cookies to make HubSpot's community a better place. Click > to expand a particular. ) The. Select the workflow in question, then select "contact has been enrolled. I tried this through workflows, and it could be a. Before you set up a Sequence, create the emails you’ll be sending. Automatically creating the contact: Provide some choice about whether to create a Contact, for example, we don't want Contacts created. The sequence automatically terminates. Hello! I've recently come across an issue with enrolling contacts into a sequence who have previously unsubscribed from marketing emails. If you want to send another email to existing contacts, you would either have to send them this one email manually or create a new sequence with just one email and enroll existing contacts in this new one-email sequence. If I decide on the hard path: re-enrolling doesn´t seem 1. Last sequence enrolled date: the date the contact was enrolled into a sequence. 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. Normally, a contact can only be enrolled in a sequence if someone manually enrolls them in it. However, with Automated Sequences Enrollments in HubSpot Enterprise, users can automatically send personalized, one-on-one emails to qualified leads in the Sales Hub. In the left panel, under Advanced options, click From a webhook. 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 > Workflows. Click the Email tab. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. 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. As you start enrolling contacts into the sequence, the active list will grow and the view will automatically filter out contacts. We use cookies to make HubSpot's community a better place. There is a free chrome extension called " HubSpot Sequence 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). This is an issue because the status can't always be determined from other information populated on the contact properties. In the workflow editor, click the + plus icon to add an action. Adjust settings on 'Automatic Unenrollment' in 'Sequences'. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. From the contacts module, up to 100 can be included. But we need to enroll contacts into sequences programmatically. ) The criteria trigger for the workflow will be based on a unique task title and the completion date known. Some may very short term sequences such as every 2 days for a service call estimate, or a long term sequence for a larger Cap X project where we follow up every 4 to 6 weeks. Enterprise. Good use-cases tend to be event-based. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. HubSpot gives you a list of recommendations for. Currently data generated from the email sequences are poorly integrated with the contact properties. You can send a series of email templates after enrolling contacts manually. Rather, a specific Owner with a Paid Seat must be selected. Best regards!We use cookies to make HubSpot's community a better place. 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. Click + Create a webhook event. Discussions. If I decide on the hard path: re-enrolling doesn´t seem1. We use cookies to make HubSpot's community a better place. 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. Here are two ways to manually enroll contacts into a sequence on HubSpot. We packaged it over the weekend into this :. Automating follow-ups. If I am understanding it correctly, the sequence should now pick up from my. 2) Go to contacts and then contacts again. . Select a contact to enroll. We use cookies to make HubSpot's community a better place. ) The tool relies on your input; you need to make tell HubSpot which contacts exactly should be enrolled. Workflows empower you to automate a wide range of actions, including not only email but also tasks, lead scoring, contact properties, and more. Workflows can be used to nurture leads, onboard new customers, and. 6. The sequence alerts you that they have responded. Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. And also you can enroll the contacts from the same account you have created the sequence in. Within the automated sequence tool, 500 per week. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. Automation tools are extremely useful for marketing teams, but they can be equally beneficial to sales teams. Add 3rd email to the last template. 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. For instance, the status of contacts in a sequence isn't stored on a contact property. On the other hand, in sequences, you can enroll a contact manually only, either individually or. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. This process is painstaking, going to three screens to add one contact to a static list. It would be great if we could have an option to set the Sequence enrollment date to a specif. To start, click on this link, which will automatically download the Outlook add-in for. In the left sidebar menu, click Sent. Manage subscriptions of individual contacts. Any changes you make now don't affect them anymore. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. In the top left, click the Manage tab. Initial 'sorting hat' workflow. Enrolling a list to a sequence. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: E ach contact can only be enrolled in one sequence at a time, see here. Sequences enroll contacts one at a time. 1. Right now after a client replies, they are automatically unenrolled from the assigned . We use cookies to make HubSpot's community a better place. You can then use this property for reporting or list building. However. Sequences - Custom Unenrollment Actions. 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. press start. To learn more, and to see a full list of cookies we use, check out our To help you better understand the benefits of using HubSpot Sequences, we’ve listed them here: 1. Rather, a specific Owner with a Paid Seat must be selected. Let me know if you have any questions! You can help others find this information by accepting this as a solution. We are unable to identify an email for every contact. You can use this action to enroll/unenroll the contacts going through your workflows, you can then use other actions in your workflows to send marketing emails too. 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. Enroll Contacts in Multiple Sequences. You'll be able to choose the starting point from there. @somu You can bulk enroll a list to a sequence following these steps. Sep 11, 2019 1:47 PM. English English Español Português FrançaisThank you Karsten for such a super fast response! I had a feeling this would be the answer. My solution so far: 1. 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 sequence contains three emails and runs over 10 business days. 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. Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. In there, you’ll see the Templates option. ) The. Hi , thank you reaching out to the Community and for posting about this feature update. In the right panel, click the Re-enrollment tab. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively. In your HubSpot account, navigate to Automation > Workflows. If 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? Nothing. 3. 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. When creating sequences, the HubSpot platform defines the following conditions for the user: In a single one, 50 contacts within the sequence tool. For example, as you are setting up your sequence, you can also create workflows from the Automation tab to automatically enroll your contacts in the sequence. In the left sidebar menu, click Bounced. Hi , Thanks for the ping. Click Connect personal email. . Here are two ways to manually enroll contacts into a sequence on HubSpot. For these contacts we still want to enroll them in a "call only" sequence. 1) Create the list. com. In the dialogue box, hover over the. Using sequences for this process would be ideal as we can preset all the custom fields on enrolling contact. This is an issue because the status can't always be determined from other information populated on the contact properties. When this is turned off, users can only enroll one contact at a time. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. 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. That way we can spot any. 2) Go to contacts and then contacts again. It would be very helpful to be set the sender as the contact owner when enrolling in a sequence Most automated sequences apply to multiple employees, and as it stand I need to create an if/then branch for each individual, meaning that as we grow I need to continue to monitor this automationHi @sarah6 . 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. 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. In your HubSpot account, navigate to Automation > Workflows. July 31, 2017 12:12 PM. When enrolling contacts in sequences, you could always make sure that your current view or list excludes this new list. Use sequences properties and activity as Contact filters in List and Workflows. Hi , Currently it's not possible to auto-enroll contacts into sequences. With a Sales or Service Hub Enterprise, workflows can be used to enroll contacts into sequences. Workflows, on the other hand, can include trigger criteria, which can enroll contacts automatically. Enrolling contacts in hubspot sequences automatically (and not paying for enterprise) by vuvuzela-reptile in hubspot. You should not automate sequence enrollment in less targeted situations: Currently it's not possible to auto-enroll contacts into sequences. ; Correct answer. When I send a quote to a customer I start a sequence of reminder emails that are automatically sent to the customer. Waiting until you've finalized the sequence is going to make your life a lot easier here. ) The criteria trigger for the workflow will be based on a unique task title and the completion date known. . Locate the contact and sequence email you wish to. A contact or list of contacts can be enrolled in workflows manually as well. 2. Automatically unenroll contacts when they book a meeting or email you back. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning? Nothing. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. I think it would be great to continue running a sequence even after a client replies. I agree, such a simple feature. Starting point is a Contacts page. In your portal, simply go to Contacts and follow the instructions for creating a view here: Create, customize, and manage your saved views - whether you save the view or not is up to you, but you don't need to for this to work for enrolling in a sequence. Unlike HubSpot Workflows, the sequence emails in HubSpot Sequences are built for each recipient from an email template. A few hundred would be sufficient for us. It's sorted by most recent. However an email is required to enroll a contact in a sequence. Then, click on Create sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Unenrolling Contacts from the Workflow. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. As the account admin, it would be very useful to send emails and enroll contacts in sequences on behalf of another user. 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. In the enrollment trigger box, click the Set up triggers. HubSpot Updates. Automatically unenroll contacts when they book a meeting or email you back. In the left sidebar, under the Communication subscriptions section, click View subscriptions. One such set of activities could be a sequence of 3 emails with the intent of setting a meeting with a prospect. To learn more, and to see a full list of cookies we use, check out ourHi @JVion , the way I would handle this is to create a property using the rich text property type, then you can update this property for all 10 using the bulk edit before enrolling in the sequence. In workflows, a contact can be enrolled automatically when it meets set criteria such as submitting a form or update on a contact property or a deal creation. If you’re unsure why an object was suddenly. HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. In your HubSpot account, navigate to Automation > Workflows. In the top right of the. Not able to reenroll a contact into an email sequence. I want to schedule my emails to go out at a specific time (mornings) and day. My 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. 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. Right now after a client replies, they are automatically unenrolled from the assigned . 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. . Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Select a contact to enrol and click the email icon in the left panel. Click the name of your sequence. . Automate your follow-up, and put time back in your schedule. 3. 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. HubSpot views allow you to set specific filters that automatically pull in contacts based on the criteria. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. Sequences. . Click Uneroll contact in the new box. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. We're having the same exact issue whereby we have thousands of contacts all across the world, we'd like to automate our sales sequences to match their timezones like we can do for our marketing email campaigns. Oct 20, 2022 9:57 AM. 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. Unlike marketing emails, you do not create these in the email menu but via the Conversations menu. My solution so far: 1. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user -> unenroll from sequence. 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. Source: HubSpot. Literally the use case is: - You have an onboarding questionnaire. 4. You can review, subscribe, or unsubscribe contacts manually from their contact record: In your HubSpot account, navigate to Contacts > Contacts. HubSpot gives you a list of recommendations for improving your email. . We use cookies to make HubSpot's community a better place. You might think that nurturing leads is mainly down to marketing people in a company. Stop sequence when deal is won. This will be an Active list that updates automatically with new Contacts as the date field is filled out. In the right panel, select the checkboxes next to the name of the. When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. Click the name of your sequence. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. This will be email id that will used in sending the emails sequences. ) The custom code action could delay further actions if a defined contact. English English Español Português Français Thank you Karsten for such a super fast response! I had a feeling this would be the answer. 2. HubSpot has tools you can use to simplify the process. HubSpot, please roll out an improvement as per the OP's request. 4. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. (This would indeed be useful. We use cookies to make HubSpot's community a better place. To learn more, and to see a full list of cookies we use, check out ourTo trigger a workflow from a webhook: In your HubSpot account, navigate to Automation > Workflows. Currently, active sequences which have either the order or its content in the email templated edited requires an un-enrollment and a re-enrollment of actively enrolled contacts which is quite a lot of task considering the number of enrollments. Enroll contacts in a sequence hubspot. reenroll all contacts. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Log into HubSpot with a different account. ----- 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. Hello , I would suggest you to use worklfow to enroll contacts in sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 2. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. Obviously, there are. If the option is turned on, the HubSpot will enroll any contact that. Let's get started… HubSpot Subscription Access. Learn more about using workflows. Use bulk enroll for specific use-cases, not for prospecting. Can we fix. And now I can't figure out how to do it! When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Add New Contacts to Your System With Minimum Efforts. 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. They count towards your pricing plan. . When you enroll them with the Send Time as "Send Now", they start going out immediately and FAST (multiple per. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , This is now possible using contact-based workflows, available in Enterprise. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. Before you get started To create and execute sequences, the HubSpot user account must meet the following requirements:April 19, 2022 Read Time: 4 min Don't have time? Download Now as a PDF Enrolling contacts into a sequence doesn't have to be painful. It's common for us to have multiple deals/projects for the same contact. Click the sequence name. Dan that's a nice hack thanks! Artur || CEO VISUALSITEMAPS try it & save hours. The “New template” button is on the top. Navigation Menu HomeEnroll contacts in a sequence without an email address. When it comes to email automation with. When you enroll contacts into a sequence, those contacts will. You can also use contact based workflow to automatically unenroll contacts. HubSpot interprets 'is known' as 'has changed', too, so an additional. The sequences tool is great but it requires a contact to have an email, which is simply not possible in all cases (especially due to GDPR). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot Sequences tracks the. 3. HubSpot doesn't have a feature that automatically picks one contact per company, unfortunately. you could then enroll the contacts based on the visit of a specific page and. We use cookies to make HubSpot's community a better place. Deliver specific banners like a request to complete G2 review to happy customers after trigger events like a high NPS score to take advantage of customer momentum. In most cases, out-of-office replies will not cause unenrollment. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. (In a contact-based list, you can filter for deal properties. 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. You can review, subscribe, or unsubscribe contacts manually from their contact record: In your HubSpot account, navigate to Contacts > Contacts. For example I may want to enroll everyone at. Or, learn how to create a new workflow. Send a test email in sequences. This How to Use HubSpot. . HubSpot views allow you to set specific filters that automatically pull in contacts based on the criteria. In the workflow, you can trigger and enroll your contacts to meet those triggers. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. Click > to expand a particular. If you want to send another email to existing contacts, you would either have to send them this one email manually or create a new sequence with just one email and enroll existing contacts in this new one-email sequence. A help article with email best practices opens in a new window. Hubspot. Click Enroll contacts at the top right of the sequence page. It would be faster to enroll the customer into two sequences at the same time (one for their work email, one for the personal) for full coverage. When a contact is unenrolled from a sequence due to an action that they took (i. Automatically enroll contacts into workflows or set up enrollment triggers based on engagement data. Learn more about using workflows. 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. sales rep user. If they don't reply they should be moved to yet another deal stage. Select a contact to enrol and click the email icon in the left panel. 2. Learn how in today's video. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever. you need to make tell HubSpot which contacts exactly should be. You can also unenroll them automatically once they reply to your email or book a meeting. This article explains the contact property. 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. . Enroll contacts in a sequence. heavily personalized touch-points. . Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. Manually unenroll multiple contacts from the sequence summary page. ) This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: E ach contact can only be enrolled in one sequence at a time, see here. In the dialogue box, hover over the sequence and click select. Stop sequence when deal is won. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. Analyze sequence enrollment and performance data; Automate A/B testing emails with sequences (BETA) Create an email thread in a sequence; Create and edit sequences; Edit an active sequence; Enroll and unenroll contacts in sequences using workflows; Enroll contacts in a sequence; Limit access to your HubSpot assets; Manage the. the workflow I have set up has the contact being added to two sequences one after another. carry out phone tasks. This sets contact owner and creates a task to call the contact for a screening chat. Thank you!. Rather, a specific Owner with a Paid Seat must be selected. Marketing Workflow contacts will be unenrolled from a Workflow if they unsubscribe, if they reach a goal, or if they no longer fit the enrollment criteria.