hubspot automatically enroll in sequence. In your HubSpot account, navigate to Sales > Playbooks. hubspot automatically enroll in sequence

 
 In your HubSpot account, navigate to Sales > Playbookshubspot automatically enroll in sequence  In the upper right, click Create deal

To select all records in the current page of the list, click the checkbox in the top left of the table. Only users with a paid Sales Hub or Service Hub Enterprise seat can be selected as the sequence sender. The sequence ID is the number that you'll see in the address bar of your browser when you navigate to a sequence (Menu > Automation > Sequences > Manage > click on sequence). There are a couple of ways to do this: On the contact record - if you're on the contact record in HubSpot, you can hover over the Sequence event on the contact's timeline and click Edit Sequence. You can find the sequence ID by navigating to your sequence and then. The new updated sequence will only be updated for folks that are newly enrolled. You can indeed use workflows to enroll contacts in a sequence if you have the Enterprise Sales or Service Hub. contact: contact_hs_latest_sequence_enrolled_date: TIMESTAMP: Contact Last sequence enrolled date: The last sequence enrolled date. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Option 2: Create a custom property -. However, the contact is still enrolled in the sequence. You could however bulk enroll up to 50 contacts in a sequence by following these steps. 1. 2. You can simply add the criterion "AND Now in sequence it not equal to True". Gmail send error: when you enroll a contact in a sequence from Gmail, the first step is executed by Gmail, not the HubSpot email system. On the left, select Properties and click the Contact properties tab. If you want to send another email to existing contacts, you would either have to send them this one email manually. Here are instructions to enroll multiple contacts in Sequences. Enroll contacts into a sequence right in Outlook window. Forms are a core part of the HubSpot suite, and can be created in a HubSpot account of any subscription. if they go to our website and submit a form they are still enrolled. We use cookies to make HubSpot's community a better place. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch. 1. Using HubSpot Sequence is like having a robot do your sales and marketing work for you! It saves a significant amount of time and manual effort by automating the process. Repeat the steps above to add the owner's email as the From address: Click the From name dropdown menu. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. ) Best regards!Hi , Currently it's not possible to auto-enroll contacts into sequences. Use contact-based workflows to automate sequence enrollment and unenrollment. Click the User property dropdown menu and select Full Name . Onboarding Email Drip Campaign. Learn more about setting enrollment triggers in workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Get started — it's free. It would be easy so a general user to set up an Active List to see all contacts that were enrolled in a particular sequence and that didn't respond. Workable, but not ideal. Allow cookies. Setup. I'd like to execute a sequence we've. . That contact was unenrolled automatically and I replied to him. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. In your HubSpot account, click your account name in the top right corner, then click Account & Billing. Want help from us? We can accelerate your. 1. In the email composer window, click the From dropdown menu and select the alias. You can use workflows to enroll contacts in a sequence based on targeted criteria. Click on Create workflow. Review and edit your global email configuration, subscription types, and other email settings by clicking on the associated tab at the top of the page. One of my users just ran into the same problem. Is there no way of csv import or export?I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. The sequence alerts you that they have responded. There is a workaround that might make your life easier. . $450 /mo. After composing your email, click Save email at the bottom of. The sequence automatically terminates. In the Video type section, select HubSpot video. In the upper right of the tab, use the search bar to search for the record. Surprised it's not intuitive to enroll a Contact from their record. . Get an egg timer, and set the timer on a countdown for 20 minutes, 30 minutes, or 45 minutes, depending on how much time you scheduled for the call. Click Documents to insert a sales document. Check your inbox connection within HubSpot and your email client. Sequences can now set up emails for you to approve before sending. The workflow is not turned on. If I do, then yes, this is expected behavior. Have a lovel. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. Hubspot auto creates a ticket when a new email comes in. In the right panel, select your alternate (B) email. Click the name of a workflow, or create a new workflow . Many times we reach to the same Contact for multiple clients. Service Hub Enterprise. 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? If we can't connect, we enroll the prospect in an email sequence. When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Feel free to reach out if any questions! Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, quotes, and tickets. Batch prospecting sessions. In your HubSpot account, navigate to Automation > Sequences. 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. Question 11. 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. ( 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. Sometimes we get a call back from the prospect and do a discovery. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. You would of course adjust this to whatever time you find suitable. This page is a comprehensive reference guide of the syntax and the available parameters for all standard HubL tags, including tags for system pages, such as the email subscription page. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It would be great if we can revise this so that the process of enrolling contacts will be more efficient and less time-consuming. This should be possible with workflows with the "enroll in another wo. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. Navigate to the Goals tab, than click Set goal. HubSpot classifies bounces in two ways either a Hard Bounce or a Soft Bounce. Click the name of a record. contact: contact_hubspot_owner_id: TEXT: Contact owner:To customize the statuses in a pipeline: In your HubSpot account, click the settings settings icon in the main navigation bar. This is the date a user enrolled a contact in a sequence, not. Keep also in mind that sequences have automatic unenrollment. In the email editor, click the Automation tab. This enrollment failed because Gmail failed to send the first step. 1) To limit the amount of emails sent from a sequence. . In your HubSpot account, navigate to Automation > Sequences. Here's a screenshot of a test sequence, task and workflow I created. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Go to Reports > Analytics Tools > Sales Content Analytics then select the Sequences tab . You can enroll contacts in sequences from the sequences tool, CRM records, using the HubSpot sales email extension or add-in in your email account, or using workflows. . If you enroll a person in a Sequence, what happens when they respond? The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. What doesn't exist now: Ability to filter for "Enrolled by X User" (or use as a workflow trigger) Use Case: Specifically in this use cause, set ownership and other properties through a workflow based on when a particular user or team enrolls a contact into a sequence. Feb 28, 2020 6:30 AM Pretty confused as to why this isn't available, I'd assumed this was a basic functionality of the sales / marketing tools to be able to auto. Update the email in the scheduled section of the sequence (this is good if you only need to update for a few contacts – which you seem to already be aware of)Enroll contacts in a sequence without an email address. This How to Use HubSpot with Tim will walk you through bulk enrolling prospects. Select the associated object that has the property you want to use. There should be an option on a customers page to enroll them in a sequence, without having to go to the sequences page and then find the customer JavaScript must be installed and enabled to use these boards. For example I may want to enroll everyone at. English English Español Português Français You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. You can filter for those bounced contacts in lists or in the contacts home (Menu > Contacts > Contacts) by searching for contacts who Email hard bounce reason is known. 10. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To do this, insert an email task into the. Read on to learn how the tools differentiate and when to use each. Any changes you make now don't affect them anymore. To enroll from the sequence tool: 1. Food52. Sometimes we get a call back from the prospect and do a discovery. Currently it's not possible to auto-enroll contacts into sequences. I just don't see a way to do it unless I incorporate custom code, and not even sure where to start with that. At the top of the sequence summary page, use the filters to. Enroll contacts into a sequence right in Outlook window. Super Admins with a Sales Pro seat should be allowed to enroll at a minimum, at least 10% of contacts based on their daliy send limit. This limitation is insane. I am in agreement with you that the way it's being done now is correct. The Activity field does not indicate that the contact was re-enrolled. e. In the enrollment trigger box, click the Set up triggers. I have also set up Contact lists for each of these two options based on them having filled out this form. Example: If an account's daily send limit is 500, then a Super Admin can enroll at least 100 but no more than 200 contacts in a sequence at one time. HubSpot currently is logging ALL email communication to every active deal. HubSpot automatically personalizes the email for you. In your HubSpot account, click the settings icon in the main navigation bar. The sequence contains three emails and runs over 10 business days. For example, enrolling a contact into a contact workflow, every time a contact property value changes. You can also share the quote from a contact, company, or deal record: In. When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. Here's an example of what an object ID looks like in HubSpot: 285943. In the upper left, click the Enrollments tab. . A Hard Bounce is a permanent failure that HubSpot received after sending to an email address. this is super frustratingEnroll up to 50 prospects in a sequence at once. A strategy that focuses on using a software program to easily store and source a contact's information, including their name, contact history, email information, and more. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Schedule a sequence to begin on a specific day & time. ". Select your action: Send simple message. It's probably not the. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). To see the. In Planning. Click the name of a contact. Enter your sequence’s name and click the “Create” button. This way you only keep your most important lists while getting rid of others. Let me know if you have any questions! You can help others find this information by accepting this as a solution. HubSpot gives you a list of recommendations for. With embedded workflows and lead syncing, automatically send leads to the right people at the right time. 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 specific sequence. As far as I know, there isn't any way to do this automatically or in bulk. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Search for the GoToWebinar integration, and select GoToWebinar in the results. Try Webflow for free. If they've accepted the website cookies, you could then enroll the contacts based on the visit of a specific page and automatically create the deal record. We use cookies to make HubSpot's community a better place. 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. In your HubSpot account, navigate to Automation > Sequences. Hi Thank you for reaching out. Hope that helps. Create a simple workflow in the email editor. You can also automatically create follow-up tasks as part of the sequence so you never miss an opportunity to connect with a lead. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. To appeal your email suspension: In your HubSpot account, navigate to Marketing > Email. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. . Recently, i used the sequences to suggest a visit during a trade show. An example of a file properly formatted and ready for upload. As a Free user, I run a weekly task to mop up prospective customers who have fallen out of sequences using the "Last sequence ended date" contact property: This sounds like something that Workflows would be helpful for, if you're a higher-tier user. Hello, I have recently aquired some additional email addresses for an existing contract on HubSpot which already has a primary email address. Jul 2, 2021 1:43 PM Yes absolutely! We want to use this to do weekly emails and that completely defeats the purpose. Hi @emclean . This will enable users to change the send dates and times of emails after a contact has been enrolled. To ensure that the sequence emails are sent to the new email address, the user has first unenroll the record from the sequence and after updating the contact's email address, re-enroll it again into the sequence. Hi @emclean . 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 HubSpot team launched a new feature that allows Sales Hub Enterprise customers to enroll and. Enter a question, then click Save. Rather, a specific Owner with a Paid Seat must be selected. ; Classroom Training Schedule in-person training for a hands-on and. It's sorted by most recent. 3. To create a custom workflow action, you'll need to define the action using the following fields. If you go in to Automation > Sequences and click on the sequence in question you can see reports for all enrollments for all time, or set a date range. You can then use this property for reporting or list building. For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action". This would only work going forward, not historically. . On the contact's timeline, hover over the sequence activity, then click the Actions dropdown menu and select Edit sequence. Action 1: Update lead status to "Attempted to Contact". posting on behalf of a customer It would be great to be able to enroll, let's say, 1000 contacts to a workflow for sequence enrollment, but choose how many of those 1000 you want to enroll to the sequence daily so as to avoid reaching the daily limit, currently this is only possible manually, but. ; To add an existing contact property as a field, click Contact property. HubSpot Sales helps you uncover more leads in less time, connect with those leads, and close deals faster while managing all your contacts in one central database. Generally, yes, you can send marketing emails to contacts that you would otherwise enroll in a sequence. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Every click, action, and conversation automatically updates your lists, so you’re always working with the most up-to-date contact data. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. At the very least, if I can create a list based on sequence enrollment, then I can create deals based on that list, however it'd be great not to have to go through the list step and, instead, create a deal. Here are two ways to manually enroll contacts into a sequence on HubSpot. Our leads come in through typeform, w. . To add a new ticket status:In the workflow editor, click the plus icon + to add a workflow action. This type of sequence can provide a personalized experience for your prospects while automating some of the more tedious tasks your sales team deals with. This is mentioned in this knowledge base article. On the right side of the page, under How to fix. In the right panel, click the Re-enrollment tab. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You would have to check where a contact left the sequence and manually re-add them where they left: (Don't shoot the messenger. A sequence contains templates, if I change a template, that change is reflected in the emails that will be sent in the sequence, see the two screenshots below: The email in the sequence before I changed it. Hi @DTaylorNTI,. I agree, such a simple feature. 4. The first and only action in this workflow would then be the "Set property value" action. Seems like you have to be in list view - but if I'm in a Contact Record and the need to add to a sequence gets the better of me, then why not? Is it hiding somewhere?Currently, I have to select the first Template in a Sequence, send it, then make a task reminder to enroll the contact in the Sequence when I am back on the desktop version. When it comes to managing marketing contacts in HubSpot, Deanna suggests that “you should treat a marketing contact management system in HubSpot the same way you manage your MQL system in HubSpot, meaning that the best practice is to have one workflow that has all the enrollment criteria, and the only action in the. While I see the benefit of being able to do that. In the dialog box, you can also:HubSpot Marketing Software Certification Answers. Consider Text and Form Field Box Alignment. 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. Click the Send or schedule. Click + Create a webhook event. In the property editor screen, scroll to the Radio select options section. At the bottom of the right panel, click Next . To create a new email to send as a reply to a previous email in a sequence: In your HubSpot account, navigate to Automation > Sequences. After the convo, we usually change the leadstatus. For Example: Let’s say your automatic email sends out individual touch points on days 1, 3, and 7. In the right panel, under Choose type, select Schedule. In your HubSpot account, go to Automation > Sequences. Click contacts Personalize to use personalization to pull in a name stored as a property on the contact. Hi all, Is there any ways that we can apply filters to know which contacts that I myself contacted via either email, call, or even sequence. . Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. . 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. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. To complete a contact data export: In your HubSpot account, navigate to Contacts > Contacts. However, once I have the additional email addres. This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. Hi Thank you for reaching out. We’ve collected some standout welcome message series examples that include confirmation messages, thank you emails, and offer templates to help you with your customer onboarding process from start to finish — and make a great impression along the way. In the left sidebar menu, navigate to. Then, click Save. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. The time has come. There is a workaround that might make your life easier. . . Or, enter your response in the reply editor, then click Send to automatically assign the conversation to. Hi , This is, as far as I know, not possible from within the existing sequence. In this article here, there's a yellow box that says "to automatically open the email composer window on a contact record and populate it with the template selected in the sequence email task, you must add the email task to a task view. You have the different possibilities in this article. In the left panel, select a filter type. Then I wouldn't need to manually enroll each individual person in the deal into the sequences, and could keep the sales process moving along easily. With these plans, you have access to more advanced features in workflows, including reply detection. In HubSpot, there are different ways via which you can enroll contacts. Automatically enroll contacts in a sequence. We use cookies to make HubSpot's community a better place. This will be very useful and spread up the enrollment process when a list of contacts has been paused and needs to be re-enrolled by another user in a cloned sequence. Search for Lead status in the search bar and click Lead status to edit the property . Once you've selected your secondary record, click Merge. Select the HubSpot account that you want to connect. . Select "enroll in a Workflow" from the drop-down menu; Choose your Workflow and press Send. contact:. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. The selected record will be unenrolled. Hi , Thanks for the ping. To add a step, click on the + plus icon and select Action. Right now after a client replies, they are automatically unenrolled from the assigned . In a contact-based workflow, you could then re-enroll contacts when this box is checked and use the "Enroll in a sequence" workflow action. Currently I'd have to go through the enrollment process 50 times. . In the Associate deal with section, search for and select records or line items the deal is related to. Sequences currently don't allow for contacts to be enrolled without having an email address for the contact. Unfortunately not, no. Sep 29, 2017 10:21 AM. Last sequence enrolled date: the date the contact was enrolled into a sequence. . It might seem simple, but that opened email can lead to a closed-won deal. ----- This is now in public beta! Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. In the upper left, click the Manage tab. Hi , This is now possible using contact-based workflows, available in Enterprise. Hi , Thanks for reaching out! I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this. because it is about Outlook not Gmail. Enrolling contacts into a sequence doesn't have to be painful. I am looking for a way to use a workflow to automate the auto-enrollment into the second sequence. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. But be careful, you may not want to enroll multiple contacts in the same Sequence. You can read more about enrolling and unenrolling contacts in sequences with the help of. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained. Click the Contact enrollment trigger box. In the workflow editor, click Set up triggers. Hover over the sequence you want to edit, then click Edit. To start, click on this link, which will automatically download the Outlook add-in for desktop Windows users. Click on the Setup link to start the authentication. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Our leads come in through typeform, w. To apply any changes to contacts who are currently enrolled in the sequence, you can edit the scheduled emails individually, or re-enroll the contact at a later step. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Literally the use case is: - You have an onboarding questionnaire. In your HubSpot account, click the settings settings icon in the main navigation bar. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. . The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. In your HubSpot account, navigate to Automation > Workflows. 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. From any manual or automated email click + Add A/B test. Basically, with HubSpot workflow, you can create personalized marketing emails which can further be saved for automation. I'm not sure the an email created through a task is considered a sequence email by HubSpot, since the email is not sent through the sequences tool. Trigger Instant. Use branches in workflows to send enrolled objects down multiple paths based on specific conditions. This would save users such as myself and other teams potentially hours of individual enrollment. Our sa. 1. There are a few things you can do here: 1. New Form Submission. 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. HubSpot interprets "known" as "has changed", too, so the deals would re-enroll once the owner changes. Click Create deal. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. HubSpot Updates. They're meant to be 1-1 communication, rather than a sales campaign. As a next step, in the workflow Settings > Unenrollment and suppression > When a contact no longer meets. 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. In analyzing subscriptions usage (ie, number of subscriptions created by a customer) we can see a breakdown by portal in this distribution chart. Learn more about automating sequence enrollment using workflows. Scroll down to the bottom of the page until you find the HubSpot Integration section. In your HubSpot account, navigate to Automation > Workflows. Looking to send follow-up emails to new prospects via the form on your website? With this Zapier integration, any time a new HubSpot Form response is submitted, the email address will be automatically enrolled in a Gmelius sequence. HubSpot Product Team. Learn more about event triggers. Sequences are manually enrolled and can be sent to a max of 150 people per day. sales, and services processes in HubSpot. In the Edit enrollment dialog box, make edits to the sequence email then click Save changes. Last sequence enrolled date: the date the contact was enrolled into a sequence. Then, click on Create sequence. Enroll a contact in a relevant lead nurturing campaign, send an alert to your sales team, or trigger other useful actions automatically when a contact completes a form. You can't add a delay using the automation in Sequences. eg; when contact property is. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. If they've accepted the website cookies, you could then enroll the contacts based on the visit of a specific page and automatically create the deal record. In the top left, click the Actions dropdown menu, then select Export contact data. Understand and get started with HubSpot sequences' best practices. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. Click the Workflows with errors tab. The last sequence enrolled. Thank you for reaching out. A few hundred would be sufficient for us. Subscribe. Click the name of a contact-based workflow. With an easy setup, reliable performance, and automatic updates, you have control over record syncing, important lead data, lead prioritization with scores, and personalized marketing using Salesforce details. Zapier users love adding Perfect Tense to their workflows. Workflows enroll records and execute actions step by step. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Place text above your form fields (not below or to the side). billed at $6,000 $5,400/yr. When someone replies, books a meeting etc, a contact leaves the sequence automatically. List 1: Company is associated with contact where Now in sequence is True List 2: Company is not in list 1 (List 2 would show all companies that do not have at least 1 contact in a sequence. Not in the Actions dropdown, nor can I add it as a card or a property. 1. This is a link to the HubSpot App Marketplace where you can check it out. The email reply will also be logged on the CRM record. Having the ability to enroll contacts in Sequences on Mobile would be a great time/labor reducer. (I'd appreciate it!) Have a great day The first sequence has 5 emails and associated tasks. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. If your subscription doesn’t say Marketing Contacts, you. After a lead submits their email through a form, it’s time to welcome them to the business by sending them content that would interest them. Click Meetings to insert a scheduling link or proposed meeting times. Perhaps a sequence is the wrong way to go and should instead use a workflow? 2) Should be entirely workflow based, not a sequence. In the top right of the sequence page, click Enroll contacts.