(I'd appreciate it!) Have a great dayIt is great that we are able to enroll contacts into a sequence via a workflow, however, I noticed when doing this we do not have the option to set. 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. Hi, We have just encountered a situation where a sequence is sent to a client in the middle of a new deal. 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. g. Either create a workflow from scratch or use the Marketplace t ab for a workflow. Contacts already met the workflow goal. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. Choose an activity filter for Email subject and enter the subject line of the email: I'd recommend testing this on a few contacts before unleashing it onto the whole database. Click the Delay type dropdown menu and select Set amount of time. In the top right of the sequence page, click Enroll. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. As a next step, in the workflow Settings > Unenrollment and suppression > When a contact no longer meets. 1. Below that, the feature is not available. )I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Good catch. And you can't use a Workflow because you can't add the action to enroll in a sequence without Enterprise. Sales. HubSpot Workflow Examples to Surface MQLs and PQLs. When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). e. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. Sales Team 2. 2. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Allow cookies. You can then use this property for reporting or list building. Set up the trigger, then click Apply filter. The account I'm creating the workflow is a Sales Professional one, and we already connected the personal inbox. There is no workflow enrolment limit - the main limits are either: the enrolment settings. Contacts in those lists could be enrolled in a workflow to create the next task. 3) Filter all of your contacts by list membership is X. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. Analyze your sequence performance using the following reports: Sequence enroll, opens, and clicks by month: it shows the total number of. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. Aug 19, 2023. eg; when contact property is. This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Learn more about the Workflows API in the Workflows API overview . Sequences are meant to stop whenever a recipient replies. Hi! 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. Click the Settings and notifications tab. You can simply add the criterion "AND Now in sequence it not equal to True". Unfortunately not, no. " I have tested a workflow with the contact enrollment triggers set to when sequence status is any of "Finished" but I would like to be more specific by set. Solved: Is there currently a way in a workflow to use the deal owner as the one who is the sender of a sequence for automatic enrollment? Currently I JavaScript must be installed and enabled to use these boards. It is not possible to trigger a workflow via the enrollment into a particular sequence. If the option is turned on, the HubSpot will enroll any contact that. It would be very beneificial if we could control the "trigger" inside HubsSpot on when a contact is unenrolled from a sequence, but those options are currently grayed out and we cannot. To create a workflow on HubSpot, do the following: In your HubSpot account, go to Automation. Enrollment Trigger: Contact Property "Now in Sequence" is known. The contact must meet the starting conditions at the time they meet the reenrollment criteria in order for them to be reenrolled in the workflow. Using Sequences, you can tee up your follow-up for the appropriate day and time. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. However, since there is more than on at one point I cant. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. Placeholder Sequence Workflows. errors and your view is only available from contacts tab and cannot be bulk enrolled into a static list to then bulk enroll in a. " Click "and" to select the same workflow, then select "has not met the goal. To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > Workflows. if they go to our website and submit a form they are still enrolled. 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. 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. Rather, a specific Owner with a Paid Seat must be selected. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. So when someone replies to a workflow, they still. See how to do it here. I want to create a workflow that does the following in order: 1. When using workflows to enroll contacts in a sequence, it is only possible to select a pre-determined sender in the "Enroll in a sequence" workflow action. Visual Editing. In the left panel, select the when an event occurs. I am looking for a way to use a workflow to automate the auto-enrollment into the second sequence. . You'll see an orange 'Enroll contacts' button in the top right-hand corner. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. " Once this is saved and processed, the list. Once you've navigated to contacts > lists > create list, select the "workflows" filter. Like many things, it can be achieved with custom code actions in workflows which require development. What you could consider doing is using unenrollment and suprression rules. You can then use a contact-based workflow to enroll contacts with this value and unenroll. Click the name of the workflow to navigate to the workflow editor. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively. In the upper-right corner, click Create workflow. Now, customers can leverage HubSpot workflows to automatically create NetSuite sales orders whenever they close deals or when new HubSpot deals meet a workflow’s enrollment criteria. Automated unenrollment from a sequence when a contact replies to an email or books a meeting is defeating the purpose of sequences in our workflow. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Thanks for the reply. English English Español Português FrançaisIn the workflow editor, click Set up triggers. When it comes to email automation with. Subscribe. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Enroll from a workflow. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). As the account admin, it would be very useful to send emails and enroll contacts in sequences on behalf of another user. The property won't contain the selections from previous submissions anymore. We use cookies to make HubSpot's community a better place. Scroll down to HubSpot Asset Membership and Enrollment > Click on Workflow Enrollment and then choose your workflow. check for a new contact NOT being created by a form. Properties of Aloware actions . (This is preset based on the date you chose on the previous screen, but can be edited. Personalisation => based on custom fields. The contacts have finished and left the sequence. . Hi , Automatic deletion is not available as a default workflow action. Learn more about adding re-enrollment triggers to workflows. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. Click the Manage tab on the top left. This is applicable when the object, workflow type and property type are the same. You’ve ended a call with a prospect who is weeks, months, or a. After the convo, we usually change the leadstatus. . You can see my workflow in the screenshots. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". . Option 2: Create a custom property -. The problem I am having is that the first sequence fires through the activities fine. The workflow types can be created for the following objects: Contact-Based Workflow. Our leads come in through typeform, w. Click on the “Add email” button to add an email to your sequence. Would like additional workflow enrollment criteria regarding sequences, specifically the option to choose "Finished sequence" AND "No response. Even when I manually try to enroll my work contact, it will not work. Records can only be enrolled in a workflow that is turned on. . In the workflow editor, click Set up triggers. Does anyone know if a workflow is possible that has a lead status cause unenrollment from. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. Re-engage inactive contacts. Is there a way to use a workflow to set a trigger when that specific first sequence ends, to have it auto-enroll those prospects that didn't reply into the second sequence? An 'Enroll in sequence' action and an `Unenroll from sequence` action. ) Action 2: Delay schedule and timing. HubSpot Updates. So here goes. In the upper right of the tab, use the search bar to search for the record. We use cookies to make HubSpot's community a better place. With Today’s date is unknown, new records would enroll into the workflow. 4. Your contacts went through the earlier actions as well. Seems like you have to be in. Yes, when you enroll someone in the sequence you can customize the content of the email. Only "now in a sequence is equal to True. Set workflow enrollment triggers to automatically enroll records in a workflow when they meet specific criteria or complete an event. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. It's not possible to send a sequence on behalf of another user. If the contact is not enrolled in a Sequence, nothing will happen, the step. On the Manage tab, you can compare how your sequences are performing by reviewing the. Sales Team 2. As a next step, in the workflow Settings > Unenrollment and sup. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch. Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processing workflow and sequences. With workflows, HubSpot can automatically copy the value of. We use cookies to make HubSpot's community a better place. Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. " Click "and" one more time to select "has completed workflow. sure, but then you are just sending a generic email and we get 100's of. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. However, I wouldn't recommend chaining multiple sequences like that. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. Options Status: Idea Submitted NGriffis on Jan 4, 2023 11:36 AM Follow Add "Contact Owner" as option for Sender in the "Enroll in Sequence" workflow action. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. In your HubSpot account, navigate to Automation > Workflows . The account. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You pause an individual contact's sequence enrollment from the contact's record: In your HubSpot account, navigate to Contacts > Contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Any help would be greatly appreciated!! Yes this will work as long as the email sent from the form is a marketing email. If purchasing HubSpot Operations Hub is an option, fe. These teams usually receive a lead that goes through an automatic cadence (like a sequence), but on workflows, instead of waiting for the salesperson to enroll the contact on a sequence. Any idea on how to trigger a workflow when someone in a sequence replies to the email? Seems unbelievable that you can do that for marketing emails. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the below example, contacts will always enroll in both workflows. The record doesn't meet the workflow's enrollment triggers. eg; when contact property is. 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. I've implemented hubspot for some clients that have a qualification team on their sales process. After the convo, we usually change the leadstatus. When meeting certain criteria in workflow A, contact is. Hey @KVanIngelgem, There isn't any way to set a priority for workflows. 3. Workflows automatically enroll records based on the criteria set in the enrollment triggers. Sometimes we get a call back from the prospect and do a discovery. There it can be accomplished with a contact-based workflow. 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. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. . Problem is that Custom Objects are for whatever reason not on the list of objects to be personalisation. Action 1: Contact's lifecycle is changed to Lead, MQL, or SQL (depending on how high their score is) Action 2: If/then branch—if lifecycle becomes SQL, change contact owner to a member of the sales team. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The first and only action in this workflow would then be the "Set property value" act. Set up the trigger, then click Apply filter. Click the name of a contact-based workflow. Allow cookies. click Enroll from a list. Enrolling a list to a sequence. Let's have a look at the first workflow. of Sequences under the Manage tab. So to give more clarity. Click on the “Create Sequence” button. Hi @CSic. You can also use contact based workflow to automatically unenroll contacts. . However, many of our clients use Sales Hub. Hi Karsten, thanks for your help on this. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. So our choices are manual enrollment or no delay, essentially. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. , generally, yes, that will work but only once. Personalisation => based on custom fields. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. When an object does re-enroll, all actions in the workflow will be executed for the object. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Allow cookies. Rather, a specific Owner with a Paid Seat must be selected. So in short, we'd like to unroll users after a while. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . " The system will. Hi @MWilliams3, By default, a form submission will overwrite an existing value. You can use workflows to enroll contacts in a sequence based on targeted criteria. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. This should be possible with workflows with the "enroll in another wo. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Placeholers => required to be manually personalized before enrollment. . Step 2: Choose an existing workflow or create a new workflow. Here are some steps you can follow to build an automation. (They won't be unenrolled unless they meet a goal criterion, enter an exclusion list etc. For re-enrollment to trigger, HubSpot needs to see that something ha. CRM & Sales Marketing Service RevOps & Operations CommerceConnect with the apps your team already uses. Workflow following a sequence SOLVE We conduct research on relevant contacts for our sales. Create a workflow that enrolls them in the sequence (i. You could, in addition, create a workflow that looks at anyone in your database who had previously been enrolled in the original sequence to automatically get enrolled in the new sequence so you don't have to individually select. Then enroll contact into static list. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. For example, enrolling a contact into a contact workflow, every time a contact property value changes. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or. In the right panel, select the when an event occurs. This indicates that your workflow has an action to create a record that also meets the enrollment criteria for the same workflow. . In the upper right, click Add report, then select From the report library. Trigger the workflow based on the contact being associated to an activity with type "Email" and with the subject line from the sequence. Thanks, so I'm aware of that. Click the name of a workflow. However, with Automated Sequences Enrollments in HubSpot Enterprise, users can automatically send personalized, one-on-one emails to qualified leads in the. In the workflow that you want to trigger a sequence, click the + icon On the left in the actions panel, under External communication select either Enroll in a. Sometimes we get a call back from the prospect and do a discovery. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. To do: Use ”Is known" as an enrollment and re-enrollment criteria. And there is some timing thing with HubSpot that loops are not always "on time" so I can get the process to work for several iterations but if/when there is an intermittent delay then the contact doesn't re-enroll. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. Click the name of a workflow. They will remove the contact from the same workflow. Cannot Enroll Sequence to Workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Nurture leads. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. It's sorted by most recent. Enrollment trigger: Contact gathers a certain number of HubSpot points. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. The first sequence has 5 emails and associated tasks. Which section of the article exactly are you referring to? If you're enrolling all contacts that have a street address, all will enter the workflow and the copy action will be limited by association label. An 'Enroll in sequence' action and an `Unenroll from sequence` action. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Thus, the updates in the "child" workflow do not make the updates fast enough for the next step in the "parent" workflow. ; By default, records will. I could use a workflow to store the info from the CO on the contact. . To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > Workflows. CRM Tools. Or even just displaying as a field 'Current Sequence'. The workflow will then execute a series of actions on the enrolled record or associated records. The lead enters my workflow. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. Depending on the time, the actions in that workflow will be on hold or execute. In the right pane, set an unenrollment trigger. HubSpot will still use your profile's name for the sender name. The "parent" Workflow step that is AFTER the "child" workflow is called, DOES NOT seem to wait for the "child" workflow step to complete before moving on to the next step. In the sequences. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Hi Actually, in terms of workflow triggers, there is no difference between 7 separate properties and 1 multiple checkboxes property with 7 options. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". This is expected behavior. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Manual emails => a task to send an email Automated enrollment for the sequence through workflows. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. So that if a contact is added to the "in-market". Set your action to send the email to the contact. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Must've been smokin crack when I originally answered this thread. So to give more clarity. This is mentioned in this knowledge base article. Trigger a Recipe based on events (such as a customer filling out a form). I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence. Why this isnt already default is confusing to me. You may choose to enroll records manually. That being said, an. It will allow you to send a series of email templates to your contacts. For example, you can use workflows to: I am currently trying to set up the workflow, however, I cannot find the filter type "sequences" as my enrollment trigger. We have a multibe projects that can result from Deals, hence we have some CO with Pipelines and we want to status update clients assosiated with that project on pipeline status change. 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. We use cookies to make HubSpot's community a better place. . But while using sequences, you need to send emails from your connected inbox. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. It's common for us to have multiple deals/projects for the same contact. We use cookies to make HubSpot's community a better place. In your HubSpot account, navigate to Automation > Sequences. We use cookies to make HubSpot's community a better place. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. To. Hi everyone, portals with Sales hub Enterprise are now able to enroll contacts in a sequence using workflow (and on behalf of another user): Use the Sequence dropdown menu to select the sequence that you want to enroll contacts in; Use the Sender dropdown menu to select the user that will be listed as the sender of the sequenceHubspot tends to focus alot more towards B2B. All available options for unenrollment are. 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. . Personalization is the key to any marketing success, but personalization often runs counter to automation. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. Click Enroll contacts at the top right of the sequence page. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. There isn't going to be a solution where you access this directly from a deal-based workflow. Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options. If you pick the latter, click [object]-based to determine the type of records you want to enroll in the workflow (e. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. Make sure that you have re-enrollment enabled. Action 1: Update lead status to "Attempted to Contact". " Click "and" to select the same workflow, then select "has not met the goal. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. Okay, are you ready to set up an abandoned cart workflow of your own in HubSpot? Navigate to Automation > Workflows. Placeholers => required to be manually personalized before enrollment 3. In the workflow settings, make sure to select that contacts should be unenrolled once they don't meet the enrollment criteria anymore. And from there, you can decide if you want to only see contacts that have been enrolled, completed the workflow, is currently active, etc, etc. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. If you want to only enroll contacts of a specific association label, you need to specify in the enrollment. For example, you can use workflows to:Hi @MBrommekamp,. Allow cookies. The email reply will also be logged on the CRM record. To unenroll contacts from a sequence with a workflow: 1. the re-enrolment settings. Possible but more risky. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. Do you need help setting that up or were you just checking to see if it was possible? I would recommend adding a delay in the workflow before the action to enroll in a sequence. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. On the left, choose Contact-based. Remove a contact from a workflow. Aug 19, 2023. This is mentioned in this knowledge base article. I import lists on a daily basis that go through a workflow to send emails. Let me know if you have any questions! You can help others find this information by accepting this as a solution. Using a contact-based workflow, you can enroll contacts into a sequence and choose the sender:. I've tried various ways to get this to work, and I'm having no issue with getting the workflow to work the first time, the issue is getting the workflow to re-enroll if the sequence is sent to the contact for a second time. This is possible but you need a Sale or Service Enterprise subscription to achieve this, as it can be seen in this knowledge base article . 4. Otherwise, the "Last sequence ended date" might be referring to an earlier sequence. This one is similar to the suppression list, except that goal lists serve a different purpose. You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. We use cookies to make HubSpot's community a better place. hence why i think this is an issue for us. English English Español Português FrançaisCreate workflow from form submission. Hover over an event for the record, then click Unenroll. Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No". I can see Workflow status indeed but as you can see on capture below there is no "sequence status", not even when I go to the Activity We use cookies to make HubSpot's community a better place. Thank you for your help (as always!)Please see screenshot below - I am struggling with how and why my contacts haven't yet received the emails when all has been actioned as specified. Hi , Thanks for reaching out to the Community! You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. 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 our Cookie Policy (baked goods not included). How the "Enrolling Existing Contacts" Option Works. Contact date property. . ----- This is now in public beta!The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. Automating follow-ups. We then combine this with 1 or 2 follow-up phone calls. Automating follow-ups. An 'Enroll in sequence' action and an `Unenroll from sequence` action.