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Sequences

Manage sequence enrollment with workflows (BETA)

Last updated: September 30, 2021

Applies to:

Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise

After you create a sequence, you can build an embedded workflow based on form submissions or page views to automate enrollment and unenrollment.

Users with an assigned Sales Hub or Service Hub seat can also manage enrollment with the workflows tool

Create embedded workflows from sequences

  • In your HubSpot account, navigate to Automation > Sequences.
  • Click the Manage tab.
  • Hover over the sequence and click Edit.
  • Click the Automation tab.
  • In the upper right, click Create a workflow.
  • In the right panel, select a contact activity to trigger enrollment in the workflow. You can trigger workflow enrollment based on form submission or page view:
    • Select Form submission to enroll contacts in the workflow when they submit a form. Then, select Contact submits any form to enroll contacts who submit any form on your website or Contact submits a specific form to select a specific form in the dropdown menu.

Form_submission

  • Select Page view to enroll contacts in the workflow when they view a page on your website. Then, select a page view option to refine the page view criteria by URL. A wildcard (*) will not work. 

Page_view

  • In the Sequence actions section, add an action to enroll contacts in or unenroll them from the sequence when they meet the criteria:
    • Select the Unenroll contact from this sequence action to unenroll a contact from the sequence when they meet the enrollment criteria of the workflow.

Unenroll

  • Select the Enroll contact in this sequence action to enroll a contact in the sequence when they meet the enrollment criteria of the workflow. Use the Sender and From email address dropdown menus to set a sender for emails in the sequence. 

Enroll

  • In the bottom left, click Create.
  • In the dialog box, click Turn on to immediately turn on the workflow or Save as draft to save the workflow draft.

Turn_on_save_as_draft

Manage embedded workflows

  • In your HubSpot account, navigate to Automation > Sequences.
  • Click the Automation tab.

Automation_tab

  • To turn a workflow on/off, click to toggle the switch.

Toggle

  • To view a workflow, edit a trigger, edit an action, or delete a workflow, hover next to the workflow. Then, click the Actions dropdown menu.

workflow_actions