If you want this email sent from a colleague's email, they would have to enroll contacts into. Does anyone know if a workflow is possible that has a lead status cause unenrollment from (specific. Using Sequences, you can tee up your follow-up for the appropriate day and time. Enrollment trigger: Contact is member of Webinar Registrants. Lead Capture Forms: By connecting Sequences or Workflows with HubSpot's forms tool, you can automatically enroll new leads into a. For re-enrollment to trigger, HubSpot needs to see that something ha. Hi OK, with 7 different properties, I will try setting the workflow: Worry 1 is known --> trigger SMS sequence 1 --> At the end of sequence 1 I. In your HubSpot account, navigate to Automation > Sequences. However, having the email subject as enrollment triger is too risky as it's not specific enough and it would be too error-p. By 'lost' contacts I assume you mean they have completed the workflow. Allow cookies. Since recently, sequence enrollment can be automated via workflow: This is what a workflow would look like: Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. 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 upper left, click the Manage tab. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. Why this isnt already default is confusing to me. Step 4: Scroll to the bottom of the right sidebar and select the four (4) Aloware Actions. " Click "and" to select the same workflow, then select "has not met the goal. )If you really want to set it up that way, you may be able to leverage both a workflow and a sequnce: Create the above sequence just for the call tasks. But this is not shown as an option at all. Tiphaine! Thank you so much for your clarification. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Step B - Create a Sequence, from the emails you created in Step A, in the AUTOMATIONS tab. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Step A - Create emails. With multiple sequences, you would enroll a contact. When the workflow is turned on, our backend systems will check for contacts that meet 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). But we need to enroll contacts into sequences programmatically. English English Español Português FrançaisIn the workflow editor, click Set up triggers. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. 2. Discussions. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. With Today’s date is unknown, new records would enroll into the workflow. " The system will. For some contacts, it skips one of the sequences. This should be possible with workflows with the "enroll in another wo. The reason why deals were not re-enrolled is that the value in 'Last sequence enrolled' did not change. In the workflow editor, click Set up triggers. Hi everyone, We have a renewal pipeline. At the top right, click Create workflow. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. This is applicable when the object, workflow type and property type are the same. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. 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. 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. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom. Enrolling contacts into a sequence doesn't have to be painful. Cannot Enroll Sequence to Workflow. This one is similar to the suppression list, except that goal lists serve a different purpose. We'd like to be able to create a sequence and enroll a Contact List instead of having to add contacts one by one, bulk or via workflow. Actions are functions that the workflow will execute for enrolled records. In your HubSpot account, navigate to Automation > Workflows. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. 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. For. 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. Obviously, there are a lot of ways this could go wrong. NOT in Marketing Tab >Emails. You can simply add the criterion "AND Now in sequence it not equal to True". Will step 2 stop subsequent 5 min delay. If you exceed this, then the sequence fails and doesn't send out the email. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. This is the obvious one. The answer here is yes, a contact will continue in the workflow A, following the usual rules. Enrollment triggers: The second workflow would look like this. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. Each locaiton has its own Sales Manager who uses HubSpot sequences. Of course you are correct, Hong. Hi Actually, in terms of workflow triggers, there is no difference between 7 separate properties and 1 multiple checkboxes property with 7 options. This How to Use HubSpot with Tim will walk. To create a workflow on HubSpot, do the following: In your HubSpot account, go to Automation. Use contact-based workflows to automate sequence enrollment and unenrollment. Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options based on triggers, actions, delays, conditions, and goal tracking. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. )This is a contact property. Click on the “Create Sequence” button. Contacts are not unenrolled until the Workflow goal is met or the Workflow completes; How to Create a Sequence in HubSpot . In the top right, click Create sequence. You can then use a contact-based workflow to enroll contacts with this value and unenroll. In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. In the left sidebar, click Unenrollment and suppression. 3. We use cookies to make HubSpot's community a better place. Discussions. We use cookies to make HubSpot's community a better place. e. Enroll to Sequence+; You can create a Sequence after creating your HubSpot. Re-engage inactive contacts. Hi , If you want to keep it within a workflow, your deal-based workflow would have to set the value of a contact-based property of all contacts associated to the deal (workflow action "Set property value"). Allow cookies. . We need to be able to put them in a sequence for each one. 1. . , 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. 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. Not seeing the options to trigger the sequence under the list of Actions in a workflow. 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. Would like additional workflow enrollment criteria regarding sequences, specifically the option to choose "Finished sequence" AND "No response. However, many of our clients use Sales Hub. Can you confirm if you have an Enterprise account or. Creating a list of bounced contacts. . This is the obvious one. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It's great that with workflows users are now able to auto-enroll and un-enroll from sequences, but it would be SUPER helpful to be able to create a workflow where if a contact meets a certain criteria, that they will be unenrolled from only a specific sequence. You could do so by filtering for the contact property Last sequence. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Step 3; Add a HubSpot Enrollment Trigger, and click the + icon to add an action. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. The selected user/sender must have a paid Enterprise Sales or. Hello , To answer your question, yes it is possible to enroll contacts in sequences from a workflow. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Analyze your sequence performance using the following reports: Sequence enroll, opens, and clicks by month: it shows the total number of. Visual Editing. Start: Contact completes a conversion point (e. Use HubSpot's workflows to automate business processes and be more efficient. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. 2. However, the contact is still enrolled in the sequence. Eliciting a response. Identify marketing-qualified leads. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the upper-right corner, click Create workflow. So that if a contact is added to the "in-market" workflow they're. Good catch. In this video, we explain the differences between a Workflow and Sequence in HubSpot. Set your action to send the email to the contact. However, there is a problem! You can only send out 1K emails per day per sales role. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. You will be the sequence user, meaning any tasks assigned to the sender will be assigned to you, and you won't be able to filter sequence statistics based on sender. Thanks a bunch for the advice!!! RebeckaHi , This is, as far as I know, not possible from within the existing sequence. This will allow Sequence properties to be used in List building, Report building, and Workflows. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. From your HubSpot homepage, go to Automation, then to Workflows. Allow cookies. This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Even using the fixed-date workflow, it would require knowing how many days are between the fixed-date and when you want the sequence of emails to go out. An 'Enroll in sequence' action and an `Unenroll from sequence` action. New deals can be created in workflows but unfortunately workflows don't pick up information about how someone is interacting with a sequence. Enrolling a list in a workflow. If they meet the reenrollment criteria but no longer meet the starting conditions, the contact will not be reenrolled. Let me know if you have. 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. Select the workflow in question, then select "contact has been enrolled. This one checks for the close date and sends the notification. Humans of HubSpot Recorded Events INBOUND Groups. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. " Click "and" one more time to select "has completed workflow. We've run into a problem where they hi. Click on the “Add email” button to add an email to your sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Using Sequences, you can tee up your follow-up for the appropriate day and time. We use cookies to make HubSpot's community a better place. @PamCotton Thanks, so I'm aware of that. . But this is not shown as an option at all. All Groups Hangouts Study Groups. Company-Based Workflow. Properties of Aloware actions . We use cookies to make HubSpot's community a better place. the goal settings. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 2. 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. 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. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. We'd like to be able to create a sequence and enroll a Contact List instead of having to add contacts one by one, bulk or via workflow. So here goes. Thank you for reaching out. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively. It's common for us to have multiple deals/projects for the same contact. Kindly, PamStep 3: Set up your abandoned-cart workflow. . Resource HubSpot Knowledge Base What is a workflow goal and whyThat way, you would only need to enroll those who hadn't gone through those steps in the original sequence. The sequence editor will open up and see a blank canvas. the workflow I have set up has the contact being added to two sequences one after another. The list contains prospects that will be sent 3 clustered sequences with 3-4 actions in each. Set up the trigger, then click Apply filter. When using the property filter is known for re-enrollment, objects can re-enroll in two. Workflow B: action a > action b > action c > action d . To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. hence why i think this is an issue for us. Click the name of the contact enrolled in the sequence. It would be very beneificial if we could control the "trigger" inside HubsSpot on when a contact is unenrolled from a sequence, but those options are currently grayed out and we cannot. Third, turned on my zap. As contacts join the list, they would also be enrolled in the workflow and then the sequence. Contacts already met the workflow goal. I'm wondering if you can elaborate on the first solution. I could use a workflow to store the info from the CO on the contact. CRM & Sales Marketing Service RevOps & Operations CommerceConnect with the apps your team already uses. We don't grab everyone's email at first. eg; when contact property is. To do: Use ”Is known" as an enrollment and re-enrollment criteria. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The other way around sales persons would have to make sure they check workflow enrollment first. , deals, contacts, subscriptions). You pause an individual contact's sequence enrollment from the contact's record: In your HubSpot account, navigate to Contacts > Contacts. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. What is the difference between a sequence and a workflow in HubSpot? Sequence is for sales emails. 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. 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. 3. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. How the "Enrolling Existing Contacts" Option Works. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom fields). You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Placeholers => required to be manually personalized before enrollment 3. We use cookies to make HubSpot's community a better place. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in. Does anyone know if a workflow is possible that has a lead status cause unenrollment from. Enroll from a workflow. the workflow I have set up has the contact being added to two sequences one after another. Here you can choose the sender: Best regards!HubSpot workflow automation is one of the most powerful features of the platform. . Surprised it's not intuitive to enroll a Contact from their record. With workflows, HubSpot can automatically copy the value of. Click the Manage tab on the top left. . Option 2: Create a custom property -. Click the name of the workflow. Hello Yes I agree with you on this but as you had mentioned that you need a delay of min 2 days in sending SMS sequences if a user has filled out more than 1 worries, then I think in this case you can easily manage the delay. English English Español Português FrançaisHow to set who a sequence comes from? Sequences cannot be sent on behalf of someone else. HubSpot will still use your profile's name for the sender name. You can see my workflow in the screenshots. 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. Good use-cases tend to be event-based. 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. Go to Workflows. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. When meeting certain criteria in workflow A, contact is. Thanks for the reply. Nurture leads. We use cookies to make HubSpot's community a better place. Trigger the workflow based on the contact being associated to an activity with type "Email" and with the subject line from the sequence. Hi there, We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. 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. The account. Then, click Turn on. Also, while creating sequence s, you always have to use sales email templates, but you will. Select the triggers that you want to use for re-enrollment. You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. Learn more about adding re-enrollment triggers to workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Choose an activity filter for Email subject and enter the subject line of the email: I'd recommend testing this on a few contacts before unleashing it onto the whole database. Goal: To have the ability to enroll a lead into a specific sequence that would then trigger their enrollment into a particular workflow. Now, when a contact in this workflow enrolls in a sequence, they would unenroll from the workflow immediately. As a next step, in the workflow Settings > Unenrollment and suppression > When a contact no longer meets. 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. To enable re-enrollment: In the left panel, click the Re-enrollment tab. See more ideas labeled with:We use cookies to make HubSpot's community a better place. In your HubSpot account, navigate to Automation > Workflows. 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. To edit an existing workflow, hover over the workflow, then. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. This is expected behavior. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Enroll from a workflow. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. The user visits LP. 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. You can also use contact based workflow to automatically unenroll contacts. Click the name of a workflow. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. rather than having to place them into a list in order to bulk enroll them into a workflow! See more ideas labeled with: Workflows; 3 Upvotes 1 Reply Msyvrais. Looking forward to your feedback its very much appreciated 🙂 English English Español Português Français Sequences cannot be sent on behalf of someone else. In your HubSpot account, navigate to Automation > Workflows . " Once this is saved and processed, the list. We use cookies to make HubSpot's community a better place. In the sequence editor, click the edit pencil icon and enter a name for your sequence. eg; when contact property is. 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. . 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. We use cookies to make HubSpot's community a better place. 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. 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. Personalization is the key to any marketing success, but personalization often runs counter to automation. Click the ‘ + ’ icon and go down to External Communication, then choose Enrol in a sequence. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. eg; when contact property is set to 'X' trigger sequence 'Y' Set event enrollment triggers. Steps to resolve. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. To enroll from the. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. Hi @NLuxembourg. 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. Then he is redirected to the thank you page. 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. Is there a way to use a workflow to set a trigger when that specific first sequence ends, to have it auto-enroll those prospects that didn't reply into the second sequence? An 'Enroll in sequence' action and an `Unenroll from sequence` action. Remove a contact from a workflow. So basically if a client visits the page we specify,. Allow cookies. In this case, if you're looking to enroll deal almost instantly when e. @PamCotton Thanks, so I'm aware of that. (These call criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The starting condition for any workflow could be to manually or automatically enroll contacts. . 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. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Manual emails => a task to send an email. We use cookies to make HubSpot's community a better place. eg; when contact property is set to 'X' trigger sequence 'Y' The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Placeholders are for manual research and entry. HubSpot Workflow Examples to Surface MQLs and PQLs. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. Excellent, thanks, Frank. We use cookies to make HubSpot's community a better place. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Manual emails => a task to send an email. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). . Learn more about event triggers. 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. This is a link to the HubSpot App Marketplace where you can check it out. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. If you decide you want to send the sequence without customization and personalization. How should one use the "Last Sequence Enrolled" and "Last sequence ended date" properties to check if the contact has responded? Would we check if the sequence ended before the expected end date?In the upper right, click Create workflow button and choose From scratch option. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. 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. . Other HubSpot tools rely on lists to make changes to a specific group of contacts. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. g. ) The criteria trigger for the workflow will be based on a unique task title and the completion date known. We use cookies to make HubSpot's community a better place. You may choose to enroll records manually. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Hi , Automatic deletion is not available as a default workflow action. @somu You can bulk enroll a list to a sequence following these steps. Eliciting a response. Jun 3, 2022 12:03 PM Follow Cannot Enroll Sequence to Workflow Hi, I have a workflow that requires to enroll a Sequence. 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. Below that, the feature is not available. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. 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. We have an app that we use at conferences, and we enroll people into a 4 email drip campaign after the conference. Hover over an event for the record, then click Unenroll. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. We then combine this with 1 or 2 follow-up phone calls. 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. Like many things, it can be achieved with custom code actions in workflows which require development. Check your inbox connection within HubSpot and your email client. On the left, choose Contact-based. 1. Proceed to select the type of workflow you want to create. Trigger Sequence through a Workflow. There are multiple types of workflows in HubSpot based on your end goals. We use cookies to make HubSpot's community a better place. Goal: To have the ability to enroll a lead into a specific sequence that would then trigger their enrollment into a particular workflow. 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. finn. . . The record doesn't meet the workflow's enrollment triggers. We are also in progress providing new 'Sequence-based triggers' for the entire HubSpot platform. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 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.