enrolling contacts in hubspot sequences automatically. 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. enrolling contacts in hubspot sequences automatically

 
 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 hereenrolling contacts in hubspot sequences automatically  [Ops] Not Geo Target MQL (inclusive)

Automate your follow-up, and put time back in your schedule. I definitely agree with you on keeping everything under one contact for cleaner reporting. Or, learn how to create a new workflow. We offer HubSpot support, email ma. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. In the left panel, under Advanced options, click From a webhook. HubSpot Updates. 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's how: Click Automation and select Workflows. Step 5: Set Timing and Actions: In the sequence, outline the timing and actions for each step. (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 right panel, click the Re-enrollment tab. We offer HubSpot support, email ma. Enrolling a list in a workflow. Feels like a bit on the nose that the ability to automate adding to a sequence is restricted to Enterprise sales hub – seems like a pretty core function of automation that was initially missing, not an enterprise feature to me. There is a workaround that might make your life easier. To learn more, and to see a full list of cookies we use, check out our Sep 22, 2022 9:48 AM. This sets contact owner and creates a task to call the contact for a screening chat. To learn more, and to see a full list of cookies we use, check out our 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. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. heavily personalized touch-points. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. Automatically unenroll contacts when they book a meeting or email you back. Enroll contacts into a sequence right in Outlook window. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever. Seems pretty. They count towards your pricing plan. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. We don't grab everyone's email at first. Enrolling contacts in hubspot sequences automatically (and not paying for enterprise) by vuvuzela-reptile in hubspot. Published: September 16, 2020. Check your inbox connection within HubSpot and your email client. As the account admin, it would be very useful to send emails and enroll contacts in sequences on behalf of another user. Click the "More" tab and select "Enroll in sequence," then choose the sequence you would like to use. We use cookies to make HubSpot's community a better place. (This requires Operations Hub Professional. finn. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. Hi , Currently it's not possible to auto-enroll contacts into sequences. Also, you can enroll your contact manually and can even create your contact list in. 1) Create the list. Discussions. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view. 1. When this is turned off, users can only enroll one contact at a time. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The sequence automatically terminates. then we can almost set and forget. Creating a list of bounced contacts. 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. This limitation is insane. Best regards!We use cookies to make HubSpot's community a better place. Can we fix. See how to do it here. A few hundred would be sufficient for us. Waiting until you've finalized the sequence is going to make your life a lot easier here. ( 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. We are finding the sequence email tool helpful for quote follow up activity. Complication. Currently, active sequences which have either the order or its content in the email templated edited requires an un-enrollment and a re-enrollment of actively enrolled contacts which is quite a lot of task considering the number of enrollments. You are able to enroll a mutilple people to a sequence - but once you get to the enrollment process, you still have to enroll each one by one. Great workaround Idea. Hover over a sequence and click. Last sequence enrolled date: the date the contact was enrolled into a sequence. Click the settings icon settings in your HubSpot account; Go to General. Stop sequence when deal is won. ----------- This is now in. The email reply will also be logged on the CRM record. 4. In what scenarios is using HubSpot Sequences over Workflows more beneficial, and vice versa? Use HubSpot Sequences when: Engaging in personalized sales outreach with a. 1. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. (This would indeed be useful. (Theoretically, you could skip the creation of the active list and filter for the Last sequence enrolled in the contact index page filters directly. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. Schedule the email to send on a different day. 1. Hi , Deals can't be enrolled in sequences, only contacts can be. In the top right of the. 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 ourSep 22, 2022 9:48 AM. Step 4: Create a List (Based on Contacts) and Update Your Dashboards. This process is painstaking, going to three screens to add one contact to a static list. This is the date a user enrolled a contact in a. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). We're having the same exact issue whereby we have thousands of contacts all across the world, we'd like to automate our sales sequences to match their timezones like we can do for our marketing email campaigns. What we are trying to accomplish is attach the same characteristics across mulitple contacts so that I don't have to indivdually enroll each and everyone. Thank you!. Click on Create Email to build a mail that encourages users to register for your latest event. We use cookies to make HubSpot's community a better place. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. Click the "More" tab and select "Enroll in sequence," then choose the sequence you would like to use. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. This will be helpful to get emails out for the sales. But we can't do this without being able to add 1 contact to multiple sequences, or making it more complex and picky with a workflow. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively. Step 4: Enroll Contacts: Click on the "Enroll" button or any similar action based on your interface. Click the Manage tab on the top left. HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. Click the name of the contact. When you enroll them with the Send Time as "Send Now", they start going out immediately and FAST (multiple per. 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. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). One such set of activities could be a sequence of 3 emails with the intent of setting a meeting with a prospect. Add 3rd email to the last template. You can then use this property for reporting or list building. When this is turned off, users can only enroll one contact at a time. Trying to Enroll a Contact into Multiple Sequences at Once. 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. In the status column of the. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. 3. -ZackIn this walkthrough video, our social media specialist Alyssa walks you through step-by-step for sequence creation and how to enroll a contact and list into. Automatically creating the contact: Provide some choice about whether to create a Contact, for example, we don't want Contacts created. How to Enroll Contacts in a Sequence. HubSpot, please roll out an improvement as per the OP's request. Locate the contact and sequence email you wish to edit and. . com. Just head to the Sequences tab in HubSpot, find the Sequences where the contact was unenrolled, and upon hover there is an "Actions" button from which you can re-enroll contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot Sequences tracks the performance of your. In the upper left, click the Manage tab. One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. Just curious is there a difference between using the plugin vs. When creating sequences, the HubSpot platform defines the following conditions for the user: In a single one, 50 contacts within the sequence tool. If you want to bulk enroll contacts associated to your deals into a sequence, you would have to create a list of those contacts first under Menu > Contacts > Lists. Once a month (or week) you'd manually delete the contacts from the list. 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. On the other hand, workflow is for marketing emails. 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. [Ops] Not Geo Target MQL (inclusive). Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. HubSpot is unable to view what caused this error, you can try re. You can review, subscribe, or unsubscribe contacts manually from their contact record: In your HubSpot account, navigate to Contacts > Contacts. Click on From scratch. Obviously, there are. This is now available in Sequences. This is an issue because the status can't always be determined from other information populated on the contact properties. Click on Create workflow. Hey enrolling and unenrolling in sequences is actually a workflow action you can use. In this HubSpot tutorial, we will walk you through how-to Analyze sequence enrollment and performance data in HubSpot. . ----- 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. 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. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. ) The custom code action could delay further actions if a defined contact. ----- 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. Automate your prospecting, sales, or marketing communications using HubSpot sequences. Click the name of your contact-based workflow. We use cookies to make HubSpot's community a better place. For example, when a contact. When contacts reply to the email or book a meeting, they are automatically unenrolled from the sequence. If you want to bulk enroll contacts associated to your deals into a sequence, you would have to create a list of those contacts first under Menu > Contacts > Lists. 2) Go to contacts and then contacts again. It's sorted by most recent. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. If your subscription doesn’t say Marketing Contacts,. 4. In your HubSpot account, navigate to Automation > Sequences. 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. 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. But sequences aren’t just a set-it-and-forget-it. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. 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. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. We need to be able to put them in a sequence for each one. Enrolling deals into sequences. Select a contact to enroll. Advanced Playbook RecommendationsWe use cookies to make HubSpot's community a better place. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Once a month (or week) you'd manually delete the contacts from the list. There are two ways this can be done. 1. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. What’s the biggest practical difference between a sequence and a workflow in HubSpot? A sequence email is always sent from the email address. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the dialogue box, hover over the sequence and click select. Click the name of an email. 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. Hi @RebeccaShultz, Out of the box this is currently not possible. Like many things, it can be achieved with custom code actions in workflows which require development. A contact or list of contacts can be enrolled in workflows manually as well. 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. We use cookies to make HubSpot's community a better place. It would be great if we could have an option to set the Sequence enrollment date to a specif. Enroll contacts in HubSpot sequences directly from Office 365. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. Click the name of a contact. 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. When a contact is unenrolled from a sequence due to an action that they took (i. Nothing. 2) Go to contacts and then contacts again. )You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. It's common for us to have multiple deals/projects for the same contact. For example. You can also take action on associated records, such as updating an enrolled contact’s associated company. When you enroll contacts into a sequence, those contacts will. Benefits of. Navigate to the Goals tab, than click Set goal. HubSpot’s pricing varies depending on the type and number of contacts you have. A. 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. This is the obvious one. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. It 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. But sequences aren’t just a set-it-and-forget-it. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. HubSpot has tools you can use to simplify the process. You can also automatically create tasks to remind you to follow up with your contacts. Source: HubSpot. Select a contact to enrol and click the email icon in the left panel. Track the performance of your sequence. The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. You queue up a bunch of emails, personalize them all at once, and send them off. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. Workflows can be used to nurture leads, onboard new customers, and. Hi Thank you for this information. Before you set up a Sequence, create the emails you’ll be sending. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Solved: I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. To see the contacts who bounced on an email, and the corresponding bounce reasons: In your HubSpot account, navigate to Marketing > Email. Tracking the Engagement . Here's how: Click Automation and select Workflows. Even with Sale Hub Enterprise, the only way to enroll contacts on behalf of a sales person is via a workflow. . I want to schedule my emails to go out at a specific time (mornings) and day. Click on Create workflow. As contacts join the list, they would also be enrolled in the workflow and then the sequence. So when someone replies to a workflow, they still. Here are two ways to manually enroll contacts into a sequence on HubSpot. 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). Automating follow-ups. Understanding HubSpot Sequences On the sequence summary page, you can view which contacts are currently enrolled in your sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We are a team of HubSpot experts. the workflow I have set up has the contact being added to two sequences one after another. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. 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. 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. 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. Click the start dropdown menu at the top of the enrol sequence. Last contacted: the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. Workflows empower you to automate a wide range of actions, including not only email but also tasks, lead scoring, contact properties, and more. See how to do it here. 5. Automatically enroll contacts into workflows or set up enrollment triggers based on engagement data. Hubspot. HubSpot Product Team. To learn more, and to see a full list of cookies we use, check out our To help you better understand the benefits of using HubSpot Sequences, we’ve listed them here: 1. I would like to know if it is possible to enroll a contact into an email sequence programatically. Mistake #1: Incorrectly Using Goals. Sequences enroll contacts one at a time. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. So multiple people at our company need to be working with the same customer contact to onboard different products. Click tracking not working through Hubspot. 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. The sequence automatically terminates. 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. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. Discussions. Check out this guide on how to unenroll contacts from a sequence. We use cookies to make HubSpot's community a better place. . Source: HubSpot. I want to schedule my emails to go out at a specific time (mornings) and day. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the actions panel, select Enroll in a sequence. English English Español Português FrançaisThe contacts have finished and left the sequence. Hi , This is now possible using contact-based workflows, available in Enterprise. HubSpot automatically personalizes the email for you. We use cookies to make HubSpot's community a better place. CRM & Sales Marketing Service RevOps & Operations Agreed, This should be available for Sales Pro too, not just Enterprise. Sales Sequence contacts will be automatically unenrolled from a Sequence if they reply to an email or book a meeting. 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. We are a team of HubSpot experts. If I am understanding it correctly, the sequence should now pick up from my. . I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. ----------- This is now in. In the workflow that you want to trigger a sequence, click the + icon. This will be email id that will used in sending the emails sequences. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. Automatically sequence your inbound leads from Salesforce; Automated emails vs. This makes it hard to bulk enroll contacts in Sequences on a set date. Enroll contacts in a sequence hubspot. 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. Good use-cases tend to be event-based. Scroll down to the Status, click Actions and select Unenroll. Click the name of a contact-based workflow. You'll be able to choose the starting point from there. After creating the email, go to Automation > Workflow and click on Create Workflow. The sequence contains three emails and runs over 10 business days. In Planning. vuvuzela-reptile 1 point 2 points 3 points 1 year ago . One of my users just ran into the same problem. 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. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. And now I can't figure out how to do it! When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. 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. It works perfectly. 3. carry out phone tasks. Benefits of. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This is set automatically by HubSpot based on the latest date of the activities in the record. I didn't want to use the diary link ans suggested that they invited me themselves to. Thank you, Kristen In your HubSpot account, navigate to Automation > Workflows. Unenroll all 49 contacts from the sequence. ) The custom code action could delay further actions if a defined contact limit has been hit. sales rep user. (In a contact-based list, you can filter for deal properties. For these contacts we still want to enroll them in a "call only" sequence. One of my users just ran into the same problem. HubSpot gives you a list of recommendations for. Not able to reenroll a contact into an email 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. You can either enroll contacts manually or automatically through pre-defined enrollment triggers. In the left panel, under Advanced options, click From a webhook. You can send a series of email templates after enrolling contacts manually. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. However, you can exercise the goal criteria to trigger contacts to stop executing the workflow. [Ops] Not Geo Target MQL (inclusive). - 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 -> unenroll from sequence. Reply. A workflow is then triggered based on 'Lifecycle Stage = xxxx '. Kyle Jepson. 3) Filter all of your contacts by list membership is X. Contacts > Contacts > click Contact Name > Email (left hand panel) > Sequences (right hand pop up box) > Select Sequence > Start At Dropdown (Click which step to send an email) Time zone drop-down (Select a time zone) Send now drop-down (Specify date and time of email) Send email in Drop Down (Select. Not able to reenroll a contact into an email sequence. Hello, I am using Hubspot’s CRM and sales tools. 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. With Hubspot Sequences you create a series of sales activities and then enroll contacts into the sequences which executes the sales activities. you need to make tell HubSpot which contacts exactly should be. Sep 11, 2019 1:47 PM. As QR-codes of vCards are steadily replacing traditional business cards, your sales teams can now leverage the QR-code scanner (Free) in the HubSpot mobile app to import vCards and add contacts directly to their HubSpot portal. It's essential to choose the right type of sequence based on your outreach goals and understand your contact's preferences to maximize effectiveness. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. 3. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. However an email is required to enroll a contact in a sequence. Hubspot. Using List membership filters in other lists and custom reports. We are running a campaign that pushes contacts to a landing page where they can fill out a form if they are interested in the offer. You can also use contact based workflow to automatically unenroll contacts. 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 you can send per day? 500 or 1000 depending on having Enterprise ou Professional - might it be the sequence setup? - does your sequence include tas. add all 49 contacts to the sequence (first email will be sent out today) 2. For instance, the status of contacts in a sequence isn't stored on a contact property. . Contacts will be unenrolled from a sequence automatically when any one of the following occurs: The contact replies to one of the emails in your sequence. " For instance, we run a lot of webinars and use Sequences to promote them to our contacts. We use cookies to make HubSpot's community a better place. Then select the contacts from the list and enroll them in a sequence. Interested in automatically enrolling a contact from a deal into a HubSpot sequence? Aptitude 8 Marketing Operations Associate, Elizabeth Milaicki has a few tips! Check out her post below for a. Hi , Thanks for the ping. In the workflow that you want to trigger a sequence, click the + icon. you could then enroll the contacts based on the visit of a specific page and. Click the name of the contact. However an email is required to enroll a contact in a sequence. We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. . We are finding the sequence email tool helpful for quote follow up activity. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Our leads come in through typeform, w. In the composer window, click Sequences. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. If it was an Enterprise feature, it would show up with a lock icon, I think. 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. How do I enroll my contacts in a sequence? Enroll contacts in sequences using workflows To edit an existing workflow, hover over the workflow, then click Edit. Click Connect personal email. add all 49 contacts to the sequence (first email will be sent out today) 2. In the dialogue box, hover over the. In the workflow editor, click the + plus icon to add an action. The last step, certainly not. 4. " Click "and" to select the same workflow, then select "has not met the goal. Click the name of the contact. Recently, i used the sequences to suggest a visit during a trade show. I think it would be great to continue running a sequence even after a client replies. I think it would be great to continue running a sequence even after a client replies. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. Click > to expand a particular. It's sorted by most recent. In your HubSpot account, navigate to Automation > Workflows. Deals can't be enrolled in sequences, only contacts can be. Hi Thank you for this information. I am in agreement with you that the way it's being done now is correct. But as said if I write a mail directly through outlook the link tracking is working BUT I send all sequences or template directly with hubspot. 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.