It would be useful to uneroll contacts from a sequence in bulk, via a list membership, a contact view (or a even enroll and uneroll multiple contacts to a sequence via a workflow). Personalisation => based on custom fields 2. English English Español Português FrançaisSearch HubSpot Ideas or Create Idea. 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. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". . In the CONVERSATIONS tab. See the screenshot of a contact-based workflow below: This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. In the workflow that you want to trigger a sequence, click the + icon On the left in the actions panel, under External communication select either Enroll in a. Click on Create workflow. You can simply add the criterion "AND Now in sequence it not equal to True". In the top right of the sequence page, click Enroll. One workaround is using workflows to enroll contacts/leads in a Sequence if you have. They seamlessly integrate with other HubSpot tools, enhancing functionality and creating a cohesive marketing ecosystem. 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. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Depending on the time, the actions in that workflow will be on hold or execute. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in. Allow actions to be automated based on when users complete a HubSpot sales sequence ie: Mark a contact property or add them to a list . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. But while using sequences, you need to send emails from your connected inbox. In your HubSpot account, navigate to Automation > Workflows. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . CRM & Sales Marketing Service RevOps & Operations Developers Partners. The workflow will then execute a series of actions on the enrolled record or associated records. It is not possible to trigger a workflow via the enrollment into a particular sequence. Here’s how we can do so! The enrollment trigger will be set to: ‘Company Properties > Name is Known’ - this ensures that we have a value to copy from the associated Company record, AND. You can create a new workflow from scratch or from a template:Trigger a workflow enrollment when an event occurs on a record. I've implemented hubspot for some clients that have a qualification team on their sales process. 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. To enroll a list of contacts. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. . You can also use contact based workflow to automatically unenroll contacts. Go to Workflows. On the Manage tab, you can compare how your sequences are performing by reviewing the. Contacts are not unenrolled until the Workflow goal is met or the Workflow completes; How to Create a Sequence in HubSpot . When using workflows to enroll contacts in a sequence, it is only possible to select a pre-determined sender in the "Enroll in a sequence" workflow action. Once you've navigated to contacts > lists > create list, select the "workflows" filter. Fourth, turned on my workflow and enroll all eligible contacts. Here are some common starting points to consider -. We use cookies to make HubSpot's community a better place. This limitation is insane. Re-engage inactive contacts. Step B - Create a Sequence, from the emails you created in Step A, in the AUTOMATIONS tab. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. 4. In the upper left, click the Manage tab. Enroll a contact in a sequence. Sequences and Workflow in HubSpot are not standalone tools. After that workflow wizard will be opened. Alternatively, follow these steps for the automatic setup:. Possible but more risky. Contacts in those lists could be enrolled in a workflow to create the next task. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. Hover over an event for the record, then click Unenroll. (Knowledge base: Enroll and unenroll contacts in sequences using workflows) When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. English English Español Português FrançaisCreate workflow from form submission. " We're considering using a sequence to send "renewal reminder emails. This new workflow action helps customers automate repetitive communication between their sales and operations teams, stay in sync, and. ; In the left panel, select a filter type for your enrollment trigger. Use contact-based workflows to automate sequence enrollment and unenrollment. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Our leads come in through typeform, w. Here's the idea: I'd like to be able to enroll a contact in a specific workflow in the event that contact completes a specific sequence. Action 1: Contact's lifecycle is changed to Lead, MQL, or SQL (depending on how high their score is) Action 2: If/then branch—if lifecycle becomes SQL, change contact owner to a member of the sales team. Out of the box, without custom development, workflows do not have any cap / throttling features. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. Hi , You could adjust the delay in the workflow to match the length of your sequence. This How to Use HubSpot with Tim will walk. . 1. . Allow cookies. and you won't be able to filter sequence statistics based on sender. You can access the sequence ID by look at the sequence URL:. Get a HubSpot. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom. Records can only be enrolled in a workflow that is turned on. 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". 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. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. 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. There are a few ways you could approach this: As part of the sequence, have the sales rep set a property value on the contact record and use that value as a workflow enrollment trigger. . Placeholers => required to be manually personalized before enrollment. To give a user Delete access, they must be given Edit access. The selected record will be unenrolled. eg; when contact property is set to 'X' trigger sequence 'Y' 1. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. A HubSpot sequence is an automated task that you can use to send a series of sales. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. HubSpot will still use your profile's name for the sender name. We need to be able to put them in a sequence for each one. (This requires Operations Hub Professional. For "Last se. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. 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. . Then, click Turn on. 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. If you pick the latter, click [object]-based to determine the type of records you want to enroll in the workflow (e. 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. In the upper right of the tab, use the search bar to search for the record. For. Click the name of the workflow or create a new workflow. For these contacts we still want to enroll them in a "call only" sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. But this is not shown as an option at all. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. (This is preset based on the date you chose on the previous screen, but can be edited. The selected user/sender must have a paid Enterprise Sales or. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To enroll from the. 2. The exception is enrollment via workflow. Hi , Automatic deletion is not available as a default workflow action. ) The criteria trigger for the workflow will be based on a unique task title and the completion date known. 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. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). In the workflow that you want to trigger a sequence, click the + icon. An 'Enroll in sequence' action and an `Unenroll from sequence` action. We use cookies to make HubSpot's community a better place. I want to create a workflow that does the following in order: 1. In the below example, contacts will always enroll in both workflows. Time: the time that the event happened. Workflows automatically enroll records based on the criteria set in the enrollment triggers. Check your inbox connection within HubSpot and your email client. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Rather, a specific Owner with a Paid Seat must be selected. Step 4: Scroll to the bottom of the right sidebar and select the four (4) Aloware Actions. Sequences feel so isolated from everything else in automation. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Problem is that Custom Objects are for whatever reason not on the list of objects to be personalisation. finn. You can then use a contact-based workflow to enroll contacts with this value and unenroll. " Is it possible to create a workflow that enrolls a deal's billing contact into a sequence when the "Sofwar. For some contacts, it skips one of the sequences. In the top right, click Create Sequence. 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). Enroll contacts in a sequence without an email address. I thought out plan allowed for that. 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. (I'd appreciate it!) Have a great dayThe sequence is the first point of contact we have with prospects after they enquire. The starting condition for any workflow could be to manually or automatically enroll contacts. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. Learn more about setting enrollment triggers in workflows. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of. Thank you , for some reason I missed this. Click the button. finn. Hello As you mentioned previously that there are only 7 worries and if it's going to be fixed number then can you create a seperate field ( single-line text ) for each worries. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. An 'Enroll in sequence' action and an `Unenroll from sequence` action. 1) Create the list. Workflow events will be listed in descending order, with the initial enrollment at the top. If we manage to get a contact on the phone to discuss their proposal. We need to be able to put them in a sequence for each one. Enroll to Sequence+; You can create a Sequence after creating your HubSpot. The record doesn't meet the workflow's enrollment triggers. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something Hubspot. . set of tasks trying to connect with a contact). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If you want to make bulk updates to existing records, it is best to make those changes using the. Allow cookies. 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. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. English English Español Português FrançaisHow to set who a sequence comes from? Sequences cannot be sent on behalf of someone else. You can see my workflow in the screenshots. Either create a workflow from scratch or use the Marketplace t ab for a workflow. HubSpot will still use your email signature, not theirs. To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > Workflows. I'm not sure what whe are missing. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. Trigger the workflow based on the contact being associated to an activity with type "Email" and with the subject line from the sequence. In your HubSpot account, navigate to Automation > Sequences. " The system will. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. 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. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criteria in the workflowRun of order / Priority on workflows. In the search bar in the upper right, search for sequences . 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 . In the workflow editor, click the + plus icon. In the right panel, click the Re-enrollment tab. You pause an individual contact's sequence enrollment from the contact's record: In your HubSpot account, navigate to Contacts > Contacts. 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. We don't grab everyone's email at first. For example, if the re-enrollment trigger being used is “Contact is a member of list X,” the contact must be removed and re-added to the list after completing the workflow in order to be enrolled again. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. If someone views. Enroll contact into a workflow. Hi , Adding this as a re-enrollment trigger should to the trick: Unenrollment criteria actually do not play a role here. . In this video, we explain the differences between a Workflow and Sequence in HubSpot. In the top right, click Create Sequence. In the sequence editor, click the edit pencil icon and enter a name for your sequence. The contacts have finished and left the sequence. Surprised it's not intuitive to enroll a Contact from their record. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. . The account. This should be possible with workflows with the "enroll in another wo. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. In the top right, in the alert above the contact's avatar, click Pause or Resume. When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". 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. @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. Simply click the sequence name. Allow cookies. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. Out of the box, without custom development, workflows do not have any cap / throttling features. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. From your HubSpot homepage, go to Automation, then to Workflows. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. The first and only action in this workflow would then be the "Set property value" act. Learn more about the Workflows API in the Workflows API overview . This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. eg; when contact property is set to 'X' trigger sequence 'Y' This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. Thanks for this suggestion! I would like to add contacts who receive a certain email sequence to the Target Account list - which is basically the same issue as described above. To. We use cookies to make HubSpot's community a better place. 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. 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. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. 2. But all contacts will enroll. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. We use cookies to make HubSpot's community a better place. In the upper right, click enr Enroll. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. Unenrolling contacts from a sequence in HubSpot is a common request - but how do you do it the right way? There are 3 main ways and we'll show you how in thi. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Rather, a specific Owner with a Paid Seat must be selected. However an email is required to enroll a contact in a sequence. So to give more clarity. Sales Team 2. 3. There isn't going to be a solution where you access this directly from a deal-based workflow. Sequences are created from a combination of places, just like workflows. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. Excellent, thanks, Frank. 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. If purchasing HubSpot Operations Hub is an option, fe. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Once the contact's enrollment resumes, the sequence will start. If you select more than one reenrollment criterion, then each of those. We are a team of HubSpot experts. Enroll from a workflow. I am currently trying to set up the workflow, however, I cannot find the filter type "sequences" as my enrollment trigger. We use cookies to make HubSpot's community a better place. Customize access to bulk actions, property settings, and the workflows tool. eg; when contact property is. Click the Delay type dropdown menu and select Set amount of time. Sequence Enrollment Limit via Workflow. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. " Once this is saved and processed, the list. ; By default, records will. To learn more, and. The only question I have about re-enrollment triggers @karstenkoehler is if you can have multiple enrollment triggers ('Enrollment 1' OR 'Enrollment 2' OR 'Enrollment 3'. Then create a second workflow where the trigger is the change in a specified contact/deal value (i. " I have tested a workflow with the contact enrollment triggers set to when sequence status is any of "Finished" but I would like to be more specific by set. You can use workflows to enroll contacts in a sequence based on targeted criteria. This is the obvious one. In the top right of the editor, click More > View enrollments. You’ve ended a call with a prospect who is weeks, months, or a. And more specifically, this is an example set up where you'd add the enroll to a sequence for each cohort. Sometimes we get a call back from the prospect and do a discovery. What kind of placeholder values have youHi - you can build the SMS texts with Salesmsg and use the IF/THEN branch to trigger the texts based on conditions you wish. And from there, you can decide if you want to only see contacts that have been enrolled, completed the workflow, is currently active, etc, etc. Here are some steps you can follow to build an automation. Not seeing the options to trigger the sequence under the list of Actions in a workflow. Allow cookies. 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. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Only "now in a sequence is equal to True. Enrollment trigger: Contact gathers a certain number of HubSpot points. In order to automate the process, we can create a contact-based workflow to copy the Company property 'Name' to Contact property 'Company Name'. Personalisation => based on custom fields. Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. " Click "and" to select the same workflow, then select "has not met the goal. Set how long the delay will last by using the Days, Hours, and Minutes fields. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 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. if No --> Enroll into Workflow 3. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Allow cookies. When it comes to email automation with. . 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. . The filters I currently have are shown he. Our sa. Discussions. As a next step, in the workflow Settings > Unenrollment and sup. This would only work going forward, not historically. Workflows automatically enroll records based on the criteria set in the enrollment triggers. However when we discovered that right now you can only enroll in a sequence from a contact-based flow, it was a bit of a setback. Obviously, there are a lot of ways this could go wrong. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Remove from all other workflows optionin Unenrollment and suppression. 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. The Workflow is ON switch will be toggled on in the top right. HubSpot Workflow Examples to Convert SQLs into Customers. Set workflow enrollment triggers to automatically enroll records in a workflow when they meet specific criteria or complete an event. You wouldn't be able to auto-enroll someone to a sequence. There is no workflow enrolment limit - the main limits are either: the enrolment settings. Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No". Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. We use cookies to make HubSpot's community a better place. But this is not shown as an option at all. It's sorted by most recent. It's not possible to send a sequence on behalf of another user. Enrollment Trigger: Contact Property "Now in Sequence" is known. For example: 12 weeks from event: trigger a 6 email workflow, that delivers an engagement message every tw. . I am looking for a way to use a workflow to automate the auto-enrollment into the second sequence. We don't grab everyone's email at first. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. The property won't contain the selections from previous submissions anymore. the workflow I have set up has the contact being added to two sequences one after another. When meeting certain criteria in workflow A, contact is. Hi , You can find a full list of automatic enrollment criteria here: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 contacts enrolled in your sequence; Re-enroll a contact in a sequence; Share sales content with users and teams; Troubleshoot Sequence Enrollment Issues; Understand your. In the top left, click the Manage tab. The email reply will also be logged on the CRM record. If they meet the reenrollment criteria but no longer meet the starting conditions, the contact will not be reenrolled. 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. The sales rep would then manually enroll each eligible contact in the correct sequence. For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action". Manually unenroll multiple contacts from the sequence summary page. The sequences tool is only available for Sales Hub Professional or Enterprise users or Service Hub. Does anyone know if a workflow is possible that has a lead status cause unenrollment from (specific. Lead Capture Forms: By connecting Sequences or Workflows with HubSpot's forms tool, you can automatically enroll new leads into a. Click on the Sequence name and then filter data to see the metrics for each Sequence, including enrollment rate, open rate, click rate, reply rate, meeting rate, unsubscribe rate, and. Automatic deletion is not available as a default workflow action. The first and only action in this workflow would then be the "Set property value" act. See how to do it here. You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. Enroll from a workflow. Actions are functions that the workflow will execute for enrolled records. For example, you can use workflows to:Hi @MBrommekamp,. An 'Enroll in sequence' action and an `Unenroll from sequence` action. The lead enters my workflow. In your HubSpot account, navigate to Automation > Workflows . Our marketing tool has a workflow feature that allows you to automate the enrollment of a contact into a sequence of emails, but again, this would be a sperated thread of emails; you wouldn't be able to add a sequence of new messages to an. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Sales. Hi , I specified my answer above, you would still have to create a contact-based workflow, but filter for the Deal stage of the deal associated to JavaScript must be installed and enabled to use these boards. If you want to send another email to existing contacts, you would either have to send them this one email manually. There it can be accomplished with a contact-based workflow. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. The problem I am having is that the first sequence fires through the activities fine. Click Enroll contacts at the top right of the sequence page. Creating a list of bounced contacts. Upvoting here will alert our. " Once this is saved and processed, the list. )This is a contact property. These emails are being sent from the connected personal inbox of a user – and HubSpot can't let you send communication from another person's inbox. 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. Complete and send the form on LP (Contact enrollment trigger). Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options. They will remove the contact from the same workflow. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. We offer HubSpot support (lots of email.