Best regards! HubSpot’s sequences tool enables you to: Create targeted, customizable templates in an outreach sales email sequence. Just curious is there a difference between using the plugin vs. In the email's post-send page, click the Recipients tab. Proper organization of your contact database enrolling contacts in hubspot sequences automatically is a key point of the successful business as it helps to build trustful relations between customers, partners and the company. You can add up to 50 contacts at a time into a sequence, however you have to manually remove each person from a sequence. To learn more, and to see a full list of cookies we use, check out ourYou can, however, only manually enroll contacts in HubSpot Sequences unless you have Marketing Enterprise, which provides automation between Workflows and Sequences. Click the name of a contact-based workflow. In the left sidebar menu, click Sent. HubSpot Product Team. Hi , Maybe this is being rolled out to portals in waves. One powerful feature is that if a contact in a Sequence replies to an email in the Sequence, or books a meeting, the contact is automatically removed from the Sequence. In your HubSpot account, navigate to Automation > Sequences. The sequence limitation is what's holding me back. For these contacts we still want to enroll them in a "call only" sequence. Sequence can be partially or fully automated which makes it a great. . Click the name of your contact-based workflow. My sequence typically is 1) create contact 2) create deal 3) associate contact with deal and finally 4) add association label. Analyze sequence enrollment and performance data; Automate A/B testing emails with sequences (BETA) Create an email thread in a sequence; Create and edit sequences; Edit an active sequence; Enroll and unenroll contacts in sequences using workflows; Enroll contacts in a sequence; Limit access to your HubSpot assets; Manage the. You should not automate sequence enrollment in less targeted situations: Currently it's not possible to auto-enroll contacts into sequences. All you have to do is look at the myriad tools available to Salesforce customers. Enroll contacts in a sequence hubspot. This will automatically enroll the contacts you have chosen into the sequence that you have selected. A help article with email best practices opens in a new window. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When contacts reply to the email or book a meeting, they are automatically unenrolled from the sequence. ( the way that reBump does it in 1 click ideally ) the closest i got to this is this workflow: 1 - reply to my lead with a custom email ( present day ) 2 - click on Email > Sequences ( present day ) 3 - Select a Sequence and schedule it to run a. One powerful feature is that if a contact in a Sequence replies to an email in the Sequence, or books a meeting, the contact is automatically removed from the. Click the Contact enrollment trigger box. If that's not an option, keep in mind that re-enrolling contacts into a sequence will not automatically have them skip steps they already completed. After creating your workflow, it will appear in the Created in workflows tab in the workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . 1. And also you can enroll the contacts from the same account you have created the sequence in. Kyle Jepson. Unlike sequences, workflows do not unenroll contacts automatically. You can, - Enrol sequences with workflows - Enrol sequences from another user - Enrol sequences based on deal stages # How it works CRM automator looks for sequence tasks every 15 minutes, which can be set automatically using workflows. We use cookies to make HubSpot's community a better place. Source: HubSpot. On the other hand, in sequences, you can enroll a contact manually only, either individually or. For instance, the status of contacts in a sequence isn't stored on a contact property. Similar to contacts and companies, your team can configure permission sets (Enterprise) as seen in this screenshot below: You’ll want to set up unique permission sets to apply to your HubSpot back-end users based on their role or core purpose in HubSpot. Schedule and organize meetings over Outlook. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Thank you!. We use cookies to make HubSpot's community a better place. Discussions. CRM & Sales Marketing Service RevOps & OperationsFor example, you might enroll contacts in a Sequence as part of a larger workflow that includes additional actions and conditions beyond email engagement. The contact property HubSpot Score is greater than or equal to ###. In the left panel, under Advanced options, click From a webhook. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. ) The. Thought I'd add: You can do this if you connect your colleague's email inbox to your user in your email settings (it can be connected to both your and their user, and won't affect other tools like calendar sync as far as I'm aware). Click the name of the contact. Enrolling a list in a workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Last sequence enrolled date: the date the contact was enrolled into a sequence. 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. Normally, a contact can only be enrolled in a sequence if someone manually enrolls them in it. Like many things, it can be achieved with custom code actions in workflows which require development. As the account admin, it would be very useful to send emails and enroll contacts in sequences on behalf of another user. Go to Workflows. 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. However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to manual follow up methods. When you enroll contacts into a sequence, those contacts will. Our total revenue increased by 215% since we started sending these templates in a sequence. Adjust settings on 'Automatic Unenrollment' in 'Sequences'. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. With the HubSpot Sales Sequences tool in your corner, you can scale your sales activity to optimize your outreach and accomplish so much more in just a few clicks. (This would indeed be useful. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. We use cookies to make HubSpot's community a better place. When I send a quote to a customer I start a sequence of reminder emails that are automatically sent to the customer. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. Hey! I was looking for a similar solution for non enterprise, so I thought I'd share. When the deal gets moved into that particular deal stage, a task is created automatically - notifying the sales rep that they should enroll the associated contact of that deal in the. Automatically creating the contact: Provide some choice about whether to create a Contact, for example, we don't want Contacts created. Eliminate manual entry as every lead’s contact info, email. )You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. Powered by. It's sorted by most recent. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Limit the number of contacts in a workflow. This is very time consuming, if you have a company that has 100+ contacts enrolled and. 3. Hi @RebeccaShultz, Out of the box this is currently not possible. Before anyone suggests the "Document Tool" this was explored. But sequences aren’t just a set-it-and-forget-it. In the enrollment trigger box, click the Set up triggers. We use cookies to make HubSpot's community a better place. Adjust settings on 'Automatic Unenrollment' in 'Sequences'. 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). We use cookies to make HubSpot's community a better place. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. 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. Here are some common starting points to consider -. In this video, we explain how to use sequences in HubSpot. . Then immediately enroll these new leads and start nurturing them right from the mobile app with the new. 1. It would be great if we could have an option to set the Sequence enrollment date to a specif. To sort your sequences, click a column header. 3. This gives a greater level of customization and makes HubSpot’s sequences tool a better fit for a sales team or salesperson. Trying to Enroll a Contact into Multiple Sequences at Once. Automate your follow-up, and put time back in your schedule. . HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. Proper organization of your contact database enrolling contacts in hubspot sequences automatically is a key point of the successful business as it helps to build trustful relations between customers, partners and the company. Using sequences for this process would be ideal as we can preset all the custom fields on enrolling contact. Automatically unenroll contacts when they book a meeting or email you back. Check your inbox connection within HubSpot and your email client. HubSpot automatically personalizes the email for you. HubSpot Workflow vs. It's important to note that: You will be the sequence user, meaning any tasks assigned to the sender will be. We use cookies to make HubSpot's community a better place. I have a similar request, with the idea of keeping the 1:1 connection, but just automating tasks. Benefits of. My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. Stop sequence when deal is won. The sequence contains three emails and runs over 10 business days. Let me know if you have any questions! You can help others find this information by accepting this as a solution. We are finding the sequence email tool helpful for quote follow up activity. This should be possible with workflows with the "enroll in another wo. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The sequence alerts you that they have responded. Even with Sale Hub Enterprise, the only way to enroll contacts on behalf of a sales person is via a workflow. In the pop-up box, select Sequences. HubSpot Sequences tracks the performance of your. HubSpot’s sequences tool is another automated tool that allows you to send a series of 1:1 email communications that are targeted and timed email templates helping you to further. The sequence is the first point of. Unlike marketing emails, you do not create these in the email menu but via the Conversations menu. In there, you’ll see the Templates option. 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. Step 4: Enroll Contacts: Click on the "Enroll" button or any similar action based on your interface. 6. Make sure that prospects don't slip. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. Hubspot. Track the performance of your sequence. (In a contact-based list, you can filter for deal properties. We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. This sets contact owner and creates a task to call the contact for a screening chat. I think the last issue is that Im struggling to get the re-enrollment criteria right. One such set of activities could be a sequence of 3 emails with the intent of setting a meeting with a prospect. Workflows, on the other hand, can include trigger criteria, which can enroll contacts automatically. Click + Create a webhook event. 2. Click Enroll contacts at the top right of the sequence page. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. This sets contact owner and creates a task to call the contact for a screening chat. 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. Initial 'sorting hat' workflow. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. Let me know if you have any follow-up questions!. Great workaround Idea. 3. The starting condition for any workflow could be to manually or automatically enroll contacts. In this video, we explain how to use sequences in HubSpot. Click on Create Email to build a mail that encourages users to register for your latest event. To learn more, and to see a full list of cookies we use, check out ourEnrolling contacts in Call Only sequence. Dan that's a nice hack thanks! Artur || CEO VISUALSITEMAPS try it & save hours. Click the sequence name. I want to schedule my emails to go out at a specific time (mornings) and day. I am using outlook 2016/360. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. Non-marketing contacts: These contacts don’t count toward your paid. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. Can we fix. 2. Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. Cookies help to provide a more personalized experience and relevant. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. Rather, a specific Owner with a Paid Seat must be selected. Time email sends for a consistent, natural pace. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You can either enroll contacts manually or automatically through pre-defined enrollment triggers. carry out phone tasks. Make sure that prospects don't slip. Available for those on the Sales Hub Professional or Enterprise users or Service Hub Professional or Enterprise users , sequences help send automated emails to a list of contacts over time. 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. They count towards your pricing plan. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: E ach contact can only be enrolled in one sequence at a time, see here. Hi Thank you for this information. To learn more, and to see a full list of cookies we use, check out ourTo trigger a workflow from a webhook: In your HubSpot account, navigate to Automation > Workflows. English English Español Português Français Thank you Karsten for such a super fast response! I had a feeling this would be the answer. You'll be able to choose the starting point from there. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. 9 contacts enrolled, but after enrollment (first action is to send an email automatically) everything JavaScript must be installed and enabled to use these boards. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. You can, however, only manually enroll contacts in HubSpot Sequences unless you have Marketing Enterprise, which provides automation between Workflows and Sequences. For example I may want to enroll everyone at. The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning? Nothing. Choose the type of workflow and set up the trigger for it. Hey @GMD sequences are designed as an email outreach tool specificially, task creation in sequences is just a byproduct of making emails more efficient. Use sequences properties and activity as Contact filters in List and Workflows. Click the start dropdown menu at the top of the enrol sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Solved: how to enroll those same prospects in a new sequence who has ended/ finished in an older sequence in bulk?Currently, when using Sequence queues, the enrollment date for the first step in the Sequence defaults to "Send as soon as possible". This can involve sending emails, completing. Hope this helps!The only available contact property is Now in sequence which can be true or false – not of much help here. We use cookies to make HubSpot's community a better place. For example, as you are setting up your sequence, you can also create workflows from the Automation tab to automatically enroll your contacts in the sequence. Understanding HubSpot SequencesOn the sequence summary page, you can view which contacts are currently enrolled in your sequence. Once a month (or week) you'd manually delete the contacts from the list. Click > to expand a particular. Thus I think my issue is how to get the workflow to trigger when in step 4, when I update the association label with the desired label. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For them to be put into a new sequence, they first have to be unenrolled from the sequence that they’re in. Right now after a client replies, they are automatically unenrolled from the assigned . (If a contact has booked a meeting with you, unenrolled from the sequence and then deleted the calendar entry, you would still see the meeting confirmation email on the contact record, but not the meeting itself. In the pop-up box, select Sequences. In your HubSpot account, navigate to Automation > Workflows. HubSpot views allow you to set specific filters that automatically pull in contacts based on the criteria. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. However an email is required to enroll a contact in a sequence. When it comes to email automation with. Workflows empower you to automate a wide range of actions, including not only email but also tasks, lead scoring, contact properties, and more. 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. Could you expand a bit on your use case for enrolling a contact your have already established a relationship with in a sequence?If they don't reply they should be moved to yet another deal stage. Click the name of an email. Hi there, Is there a way to automatically check whether a contact has engaged with a specific email in a specific sequence? We're looking to do a few things for a client based on engaged with the emails in a given sequence, such as score them with a lead score proeprty, flag those that've clicked/opened emails and trigger tasks of the. Click the "More" tab and select "Enroll in sequence," then choose the sequence you would like to use. Click the name of the contact. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I have the professional verison of both the marketing and sales hub but the "enroll in a We use cookies to make HubSpot's community a better place. 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. vuvuzela-reptile 1 point 2 points 3 points 1 year ago . When this is turned off, users can only enroll one contact at a time. Mistake #1: Incorrectly Using Goals. I think it would be great to continue running a sequence even after a client replies. Hover over a sequence and click. 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. Eliminate back and forth emails and missed calls by sending a link that lets your leads pick a time that works for both of you. Enrolling a list to a sequence. The automation tool within HubSpot is actually workflows you'll need access to workflows to create tasks and other automation elements. But sequences aren’t just a set-it-and-forget-it. In the top left, click the Managetab. . Hi some things cross my mind: - are you enrolling contacts in different sequences at the same time? - may be an issue of surpassing the email limits. We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. 3. Because these are supposed to be 1-to-1 emails, there is not an automatic way to enroll someone in a sequence via workflow or other. The starting condition for any workflow could be to manually or automatically enroll contacts. Already enrolled contacts will need to be unenrolled then re-enrolled to go through the updated sequence steps. One of my users just ran into the same problem. If not, the best that you can do is to create an active list that would capture these people and enroll that list in a workflow that assigns the task to the contact owner to enroll t. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in,. In the dialogue box, hover over the. I see two aspects of your question, preventing contacts from being enrolled in multiple sequences at the same time and contacts experiencing similar sequences over time. Learn how in today's video. In the dialogue box, hover over the sequence and click select. Click the sequence name. Enroll contacts in a sequence. Click on From scratch. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. To learn more, and to see a full list of cookies we use, check out ourzwolfson: That’s really what the marketing product is intended to do. It's essential to choose the right type of sequence based on your outreach goals and understand your contact's preferences to maximize effectiveness. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. The default "Send Time" is "Send Now". In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. 1. Enterprise. Click on Create workflow. I tried this through workflows, and it could be a. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 4. . It would be great for teams that prefer to work out of Salesforce (because they've been using Salesforce for years) if they could enroll contacts & leads in a HubSpot sequence from the Visualforce component. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. This process is painstaking, going to three screens to add one contact to a static list. To search for a workflow, in the upper right, use the search bar to search for the workflow name. Hi , Deals can't be enrolled in sequences, only contacts can be. After creating the email, go to Automation > Workflow and click on Create Workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. My solution so far: 1. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view. The last step, certainly not. With workflows, HubSpot can automatically copy the value of one property to another — which can be really helpful since HubSpot doesn't automatically sync properties between associated records. For these contacts we still want to enroll them in a "call only" sequence. CRM & Sales Marketing Service RevOps & Operations Agreed, This should be available for Sales Pro too, not just Enterprise. How the "Enrolling Existing Contacts" Option Works. HubSpot interprets 'is known' as 'has changed', too, so an additional. In the dialog box, use the search bar to search for a sequence by name, or click the Owner dropdown menu and select a filter option. Without access to a Professional or Enterprise subscription, I'd recommend creating a template the HubSpot Sales chrome extension so that you can quickly insert the same email copy for each of those 30+ contacts –. 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). We use cookies to make HubSpot's community a better place. Benefits of. 3. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. Map Lead and/or Contact fields from Salesforce to the Prospect fields in Outreach. You can also use contact based workflow to automatically unenroll contacts. We are unable to identify an email for every contact. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. To learn more, and to see a full list of cookies we use, check out ourHi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of the sequence again. com. . Once there, you can see all of the templates you have created and create new templates. Here are two ways to manually enroll contacts into a sequence on HubSpot. ; Correct answer. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hubspot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Here's how: Click Automation and select Workflows. . (Knowledge base: Enroll and unenroll contacts in sequences using workflows) Recently, HubSpot made it possible to enroll contacts into a Sequence with a Workflow, significantly increasing the potential use cases. To start, click on this link, which will automatically download the Outlook add-in for. Learn more about using workflows. responding to an email, or scheduling a meeting), can all other contacts who are associated with the same company AND enrolled in the same sequence also be automatically unenrolled? Thanks!Instead of enrolling the contact immediately, you could create a sequence task for a specific time in the future, the completion of which would then trigger the first send at the right time. On the contact's timeline, hover over the sequence activity, then click the Actions dropdown menu and select Edit sequence. To learn more, and to see a full list of cookies we use, check out ourMy 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 sequence automatically terminates. So multiple people at our company need to be working with the same customer contact to onboard different products. . We use cookies to make HubSpot's community a better place. Alternatively, you could explore. In the left sidebar, under the Communication subscriptions section, click View subscriptions. But we need to enroll contacts into sequences programmatically. Source: HubSpot To enroll from a contact record In your HubSpot account, navigate to Contacts > Contacts. For as long as Sequences has been around, it’s primarily been an email automation tool. Customer Engagement. Learn more about using workflows. What’s the biggest practical difference between a sequence and a workflow in HubSpot? A sequence email is always sent from the email address. Sequences - Custom Unenrollment Actions. Within the automated sequence tool, 500 per week. HubSpot views allow you to set specific filters that automatically pull in contacts based on the criteria. While I see the benefit of being able to do that. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Good use-cases tend to be event-based. I want to schedule my emails to go out at a specific time (mornings) and day. After creating the email, go to Automation > Workflow and click on Create Workflow. carry out phone tasks. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. There is a workaround that might make your life easier. Sep 11, 2019 1:47 PM. Enroll contacts into a sequence right in Outlook window. In the upper left, click the Manage tab. Click the name of an existing workflow or create a new contact-based workflow. This will be helpful to get emails out for the sales. workflows HubSpot processes is key to understanding how to use HubSpot automation effectively. Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. I see two aspects of your question, preventing contacts from being enrolled in multiple sequences at the same time and contacts experiencing similar sequences over time. The form fills are sent to our customer care team in HubSpot to. Enrolling prospects into sequences where the first step is an automatic email. Discussions. We use cookies to make HubSpot's community a better place. In the right panel, select the checkboxes next to the name of the. So when someone replies to a workflow, they still. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. Let's get started… HubSpot Subscription Access. Thank you, KristenYou can enroll contacts in your sequence manually or automatically. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. ----- This is now in public beta! If it's a matter of one week, you might want to consider holding back on starting the sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Seems pretty. 4. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. Other HubSpot tools rely on lists to make changes to a specific group of contacts. Navigation Menu. Click the "More" tab and select "Enroll in sequence," then choose the sequence you would like to use. The email reply will also be logged on the CRM record. The sequence won't be able to register emails that bounced before. From the contacts module, up to 100 can be included. HubSpot gives you a list of recommendations for. If you want to send another email to existing contacts, you would either have to send them this one email manually or create a new sequence with just one email and enroll existing contacts in this new one-email sequence. This is the obvious one. (Knowledge base: Enroll and unenroll contacts in sequences using. Oct 20, 2022 9:57 AM.