Possible but more risky. (I'd appreciate it!) Have a great dayThe sequence is the first point of contact we have with prospects after they enquire. Now, when a contact in this workflow enrolls in a sequence, they would unenroll from the workflow immediately. It waits for the first workflow to set 30 day re-enrollment trigger to "Yes", clears the property, waits 30 days and then sets it to "Yes" again – which will make the deal re. Hi , Automatic deletion is not available as a default workflow action. Click on Create workflow. In the right pane, set an unenrollment trigger. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. Jun 3, 2022 12:03 PM Follow Cannot Enroll Sequence to Workflow Hi, I have a workflow that requires to enroll a Sequence. posting on behalf of a customer It would be great to be able to enroll, let's say, 1000 contacts to a workflow for sequence enrollment, but choose how many of those 1000 you want to enroll to the sequence daily so as to avoid reaching the daily limit, currently this is only possible manually, but. If they are auto-enrolled into a sequence, that would eliminate this ability. Visual Editing. Then, click Turn on. You can't add a delay using the automation in Sequences. To edit an existing workflow, hover over the workflow, then. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. 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. 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. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. Here are some common starting points to consider -. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch. You can also use workflow actions from connected apps . 2. The email reply will also be logged on the CRM record. , deals, contacts, subscriptions). However, the contact is still enrolled in the sequence. We are a team of HubSpot experts. English English Español Português Français1) When creating your landing page, you have the opportunity to send a follow-up email at the time of the form submission. If you have Enterprise you can automatically enroll contacts in a sequence and what you're asking is quite possible. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. We use cookies to make HubSpot's community a better place. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. HubSpot Workflow Examples to Surface MQLs and PQLs. As a next step, in the workflow Settings > Unenrollment and suppression > When a contact no longer meets. The lead enters my workflow. Use the workflows tool to take your automation to the next level. Enrollment Trigger: Contact Property "Now in Sequence" is known. Using Sequences, you can tee up your follow-up for the appropriate day and time. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Seems like you have to be in. Step 4: Scroll to the bottom of the right sidebar and select the four (4) Aloware Actions. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. The sequence editor will open up and see a blank canvas. We would like to enroll contacts who complete this workflow but do not order into a long-term nudge campaign (new workflow). Learn more about setting enrollment triggers in workflows. Select Workflows. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created with such filters. the workflow I have set up has the contact being added to two sequences one after another. There it can be accomplished with a contact-based workflow. Automate Sequence Enrollment for Sales. An 'Enroll in sequence' action and an `Unenroll from sequence` action. In the upper right of the tab, use the search bar to search for the record. Click to toggle the Re-enrollment switch on. In the right panel, select the when an event occurs. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. If you select more than one reenrollment criterion, then each of those. You can send a series of email templates after enrolling contacts manually. ----- This is now in public beta!If we can't connect, we enroll the prospect in an email sequence. Thank you , for some reason I missed this. Remove a contact from a workflow. ) The criteria trigger for the workflow will be based on a unique task title and the completion date known. Can i create a workflow based on a sequence? for example when a user click on a link on one step (email) and create a workflow to notify a user?Limit the number of contacts in a workflow. Enrollment triggers: The second workflow would look like this. CRM & Sales Marketing Service RevOps & Operations CommerceConnect with the apps your team already uses. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. Select the workflow in question, then select "contact has been enrolled. If the option is turned on, the HubSpot will enroll any contact that. )I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. CRM & Sales Marketing Service RevOps & OperationsThanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. Placeholder Sequence Workflows. select "Yes, remove them from this workflow". Even when I manually try to enroll my work contact, it will not work. So that if a contact is added to the "in-market". 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. 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. Subscribe. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. Allow cookies. The other two options would work as well, virtually the same thing in this scenario. First, I created a static list in HubSpot that I used as the trigger for this zapier flow. Also, while creating sequence s, you always have to use sales email templates, but you will. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. All available options for unenrollment are. The answer here is yes, a contact will continue in the workflow A, following the usual rules. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Can you confirm if you have an Enterprise account or an Enterprise trial? Thank you! Best, Kristen Use workflows to automate your marketing, sales, and services processes in HubSpot. 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. HubSpot will still use your profile's name for the sender name. . 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 ourWe use cookies to make HubSpot's community a better place. In order to automate the process, we can create a contact-based workflow to copy the Company property 'Name' to Contact property 'Company Name'. You pause an individual contact's sequence enrollment from the contact's record: In your HubSpot account, navigate to Contacts > Contacts. Hi @sarahdecarlo - I see what you mean; alternatively, if you have access to automation, you could use a workflow to enrol contacts in the sequence as someone else. , free trial) Check Enrolled: Use a IF/THEN step to check if the contact has already enrolled in any sequence or has a specific tag indicating sequence completion. for example). . To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). For example, enrolling a contact into a contact workflow, every time a contact property value changes. " We're considering using a sequence to send "renewal reminder emails. Click the button. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. The Workflow is ON switch will be toggled on in the top right. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. This will be helpful to get emails out for the sales team, but. What is the difference between a sequence and a workflow in HubSpot? Sequence is for sales emails. See the screenshot of a contact-based workflow below: Your workflow could look like this, I picked a closed won deal as an enrollment trigger to unenroll from a sequence: Let me know if you have any questions! You can help others find this information by accepting this as a solution. In the right panel, view the record's workflow history. (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". To further refine your trigger, click Add refinement filters. ; In the left panel, select When an event occurs or When filter criteria is met. Identify product qualified leads. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Discussions. Sometimes we get a call back from the prospect and do a discovery. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. For "Last se. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Enroll contacts in a sequence without an email address. Then he is redirected to the thank you page. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Instead, Sequences and Workflows should be used in tandem for different types of leads, to maximize the value of your email lists and effectively drive conversions. Also, while creating sequence s, you always have to use sales email templates, but you. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. Select the triggers that you want to use for re-enrollment. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 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. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. They seamlessly integrate with other HubSpot tools, enhancing functionality and creating a cohesive marketing ecosystem. Not in the Actions dropdown, nor can I add it as a card or a property. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. 😕 . Using a contact-based workflow, you can enroll contacts into a sequence and choose the sender:. You can see my workflow in the screenshots. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Aug 19, 2023. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. See morekarstenkoehler Apr 21, 2023 12:03 AM Follow Add a Sequence within a workflow Hi @rmaza, It is in contact-based workflows, see here. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. Now, customers can leverage HubSpot workflows to automatically create NetSuite sales orders whenever they close deals or when new HubSpot deals meet a workflow’s enrollment criteria. Workflow is not turned on. After moving on to the next action, the number will reduce again, usually to 0. @PamCotton Thanks, so I'm aware of that. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criteria in the workflow Run of order / Priority on workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If the contact is not enrolled in a Sequence, nothing will happen, the step. The best way for me to illustrate this is to describe the problem I've just run into. Click the name of the workflow. However, this will only work if the first sequence that you're mentioning is the first ever. Start: Contact completes a conversion point (e. Workflow B: action a > action b > action c > action d . English English Español Português FrançaisHow to set who a sequence comes from? Sequences cannot be sent on behalf of someone else. Fourth, turned on my workflow and enroll all eligible contacts. HubSpot offers two different ways to automate sent emails, through workflows and through sequences. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. How do HubSpot workflows work? In this video, we'll show you how to set up. If you exceed this, then the sequence fails and doesn't send out the email. We need to be able to put them in a sequence for each one. By 'lost' contacts I assume you mean they have completed the workflow. Our sa. Hi @CSic. Allow cookies. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. Create and manage workflows. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 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. . To enable re-enrollment: In the left panel, click the Re-enrollment tab. Sequence Enrollment Limit via Workflow. A workflow is a great way to allow this process to take place, but a successful workflow must have a delay in order for this to occur. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". " Is it possible to create a workflow that enrolls a deal's billing contact into a sequence when the "Sofwar. This feature would be good for companies with longer buying cycles and send out emails to nurture contacts to become leads every quarter. Set an action to manually enroll into Workflow A. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. errors and your view is only available from contacts tab and cannot be bulk enrolled into a static list to then bulk enroll in a. Generating awareness on this issue is likely the best option; explaining to them that they shouldn't bulk enroll in batches of 50 but maybe 25, spacing them out by a. Enrolling contacts into a sequence doesn't have to be painful. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. If the workflow is set up without any delays, then there would be no time for the contacts to click the link in the initial email and download the content. 1. 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. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. With that, your workflows are complete and you can. 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. 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. 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". You can simply add the criterion "AND Now in sequence it not equal to True". So here goes. We've run into a problem where they hi. " Click "and" one more time to select "has completed workflow. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively. Contacts already met the workflow goal. Enrollment trigger: Contact is member of Webinar Registrants. Literally the use case is: - You have an onboarding questionnaire - 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 ->. Hi @RebeccaShultz, Out of the box this is currently not possible. However, the contact is still enrolled in the sequence. In this video, we explain the differences between a Workflow and Sequence in HubSpot. This new workflow action helps customers automate repetitive communication between their sales and operations teams, stay in sync, and. There are several other areas within Hubspot where "owner" properties can be selected instead of individual names, and I feel the Enroll in Sequence sender is a prime location for "Contact Owner" to be an option. You can access the sequence ID by look at the sequence URL:. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. They'll execute i asynchrounously so long as the enrollment criteria is met by the CRM object. But we need to enroll contacts into sequences programmatically. Read on to learn how the tools differentiate and when to use each. For example: 12 weeks from event: trigger a 6 email workflow, that delivers an engagement message every tw. Do you need help setting that up or were you just checking to see if it was possible? I would recommend adding a delay in the workflow before the action to enroll in a sequence. Thank you for reaching out. (I'd appreciate it!) Have a great dayIt is great that we are able to enroll contacts into a sequence via a workflow, however, I noticed when doing this we do not have the option to set. Enroll a contact in a sequence. The property won't contain the selections from previous submissions anymore. In the upper left, click the Manage tab. Learn more about adding re-enrollment triggers to workflows. Manual emails => a task to send an email Automated enrollment for the sequence through workflows. lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. 4. Cheers! Mauricio Here's how: Click Automation and select Workflows. Use bulk enroll for specific use-cases, not for prospecting. In the top right, click Create sequence. the re-enrolment settings. Sales Team 2. Enrolling a list to a sequence. To. If you're reading this article, chances are you know how. We need to be able to put them in a sequence for each one. . Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. eg; when contact property is set to 'X' trigger sequence 'Y' Set event enrollment triggers. Thanks for the reply. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. Eliciting a response. Allow cookies. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. 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. As a next step, in the workflow Settings > Unenrollment and sup. 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). Thank you for your help (as always!)Please see screenshot below - I am struggling with how and why my contacts haven't yet received the emails when all has been actioned as specified. But this is not shown as an option at all. Only "now in a sequence is equal to True. For example, you can use workflows to: I am currently trying to set up the workflow, however, I cannot find the filter type "sequences" as my enrollment trigger. In the workflow settings, make sure to select that contacts should be unenrolled once they don't meet the enrollment criteria anymore. 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. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. 1. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . While I know you can currently select multiple contacts within a sequence to be unenrolled, I think a filter tool (example: you can search for people at the same company that you want to unenroll because you heard. Hi , hope you are doing well! Do you want to enroll contacts in a sequence using workflow? Or do you mean just send emails by workflow? Let me know what it is please, so I can provide the right recommendations for what you need. Here’s a step-by-step guide to setting up email sequences in HubSpot: Log in to your HubSpot account and navigate to the “Workflows” section. In the top left of the workflow editor, click Details. 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. . . (The "Unenroll from sequence" workflow action is only available in contact-based workflows. . But all contacts will enroll. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. Company-Based Workflow. But the seq. Actions are functions that the workflow will execute for enrolled records. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. In the top right, in the alert above the contact's avatar, click Pause or Resume. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. We then combine this with 1 or 2 follow-up phone calls. 2. I agree, such a simple feature. 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 the Sender of. To further refine your trigger, click Add refinement filters. This helps us out a lot. We use cookies to make HubSpot's community a better place. Personalization is the key to any marketing success, but personalization often runs counter to automation. I think this is just an oversight as a relatively new functionality but when I wish to use a workflow to enroll prospects into a sequence I am unable. Trigger a Recipe based on events (such as a customer filling out a form). In your HubSpot account, navigate to Reports > Dashboards. The filters I currently have are shown he. In the left sidebar, click Unenrollment and suppression. ; By default, records will. In your HubSpot account, navigate to Automation > Workflows. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. 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. This How to Use HubSpot with Tim will walk. Hi all, I'd like to set up my conference delegate onboarding workflow so that it will progressively skip the earlier emails in the sequence the nearer an enrolment gets to the event date. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > Workflows. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. 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. Sep 22, 2022 9:48 AM. An 'Enroll in sequence' action and an `Unenroll from sequence` action. The contacts have finished and left the sequence. We need it to action once the stage has changed and not a specific stage as the stage has its own workflow that would be deleted by this workflow. Otherwise, the "Last sequence ended date" might be referring to an earlier 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). If purchasing HubSpot Operations Hub is an option, fe. Workflow following a sequence SOLVE We conduct research on relevant contacts for our sales. It's common for us to have multiple deals/projects for the same contact. With the addition of. 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 "parent" Workflow step that is AFTER the "child" workflow is called, DOES NOT seem to wait for the "child" workflow step to complete before moving on to the next step. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. From there, HubSpot will bring you to the sequence dashboard. Workflows automatically enroll records based on the criteria set in the enrollment triggers. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Consequently, no one would be eligible to receive the. Here are two ways to manually enroll contacts into a sequence on HubSpot. Josh. Trigger the workflow based on the contact being associated to an activity with type "Email" and with the subject line from the sequence. Then create a second workflow where the trigger is the change in a specified contact/deal value (i. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. This is a contact property. I realiezed that there is no such option as setting the contact owner as sender of (emails in) a sequence, I have to pre-define sender here: Enroll contacts in a sequence without an email address. . Alternatively, follow these steps for the automatic setup:. 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. We use cookies to make HubSpot's community a better place. Step 2: Choose an existing workflow or create a new workflow. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. 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. By default, records will only enroll in a workflow the first time they meet the enrollment triggers. Sales. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. For re-enrollment to trigger, HubSpot needs to see that something ha. ----- This is now in public beta! If we can't connect, we enroll the prospect in an email sequence. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. However, there is a problem! You can only send out 1K emails per day per sales role. We use cookies to make HubSpot's community a better place. Upvoting here will alert our. Click the name of a workflow. Steps to resolve. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. . To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > Workflows. In the top right, click Create sequence. 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. This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. e. How the "Enrolling Existing Contacts" Option Works. When an object does re-enroll, all actions in the workflow will be executed for the object. Like many things, it can be achieved with custom code actions in workflows which require development. . check for a new contact NOT being created by a form. We use cookies to make HubSpot's community a better place. You wouldn't be able to auto-enroll someone to a sequence. Create a workflow that enrolls them in the sequence (i. I'm wondering if you can elaborate on the first solution. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. To create a workflow on HubSpot, do the following: In your HubSpot account, go to Automation. You can select additional properties to refine the objects that you would like to enroll in the workflow. Allow cookies. . CRM & Sales Marketing Service RevOps & Operations Developers Partners. A simple 'Replied to X in Sequence Y' would be so helpful. You can use workflows to enroll contacts in a sequence based on targeted criteria. We have created a one-to-one sales email follow-up sequence that we enroll contacts in after we have sent them a proposal. haha ;) While not elegant (as you point out), even a workaround is generally better than a 'no'. An 'Enroll in sequence' action and an `Unenroll from sequence` action. I have a workflow that requires to enroll a Sequence. Placeholders are for manual research and entry.