The idea is currently being reviewed. Hi , If you want to keep it within a workflow, your deal-based workflow would have to set the value of a contact-based property of all contacts associated to the deal (workflow action "Set property value"). 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. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Our marketing tool has a workflow feature that allows you to automate the enrollment of a contact into a sequence of emails, but again, this would be a sperated thread of emails; you wouldn't be able to add a sequence of new messages to an. One workaround is using workflows to enroll contacts/leads in a Sequence if you have. Let me know if you have. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). If purchasing HubSpot Operations Hub is an option, fe. Click the sequence name. Check your inbox connection within HubSpot and your email client. It's common for us to have multiple deals/projects for the same contact. . Through the regular enrollment options, this cannot be changed. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. e. Contacts are not unenrolled until the Workflow goal is met or the Workflow completes; How to Create a Sequence in HubSpot . 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. First, make a “deal-based” active list and name it something you will. Kindly, PamStep 3: Set up your abandoned-cart workflow. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. Select Workflows. You can accomplish this through workflows automatically. See the screenshot of a contact-based workflow below: Your workflow could look like this, I picked a closed won deal as an enrollment trigger to unenroll from a sequence: Let me know if you have any questions! You can help others find this information by accepting this as a solution. It would be useful to uneroll contacts from a sequence in bulk, via a list membership, a contact view (or a even enroll and uneroll multiple contacts to a sequence via a workflow). So in short, we'd like to unroll users after a while. Click the Contact enrollment trigger box. Hi Karsten, thanks for your help on this. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. Sales. In the top right, in the alert above the contact's avatar, click Pause or Resume. But the seq. 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. HubSpot has tools you can use to simplify the process. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. 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. Now, we’ll set up workflow B. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. To enroll a list of contacts. Tiphaine! Thank you so much for your clarification. Create an email workflow that will enroll the lead in the call task sequence and then immediately start sending marketing emails from the sales manager. This one is similar to the suppression list, except that goal lists serve a different purpose. This is applicable when the object, workflow type and property type are the same. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. We use cookies to make HubSpot's community a better place. But this is not shown as an option at all. We need to be able to put them in a sequence for each one. We use. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. suppression list settings. An 'Enroll in sequence' action and an `Unenroll from sequence` action. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). A Client can be part of more than 1 project and custom properties have to be shared. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Personalisation => based on custom fields. . Click on the “Create Workflow” button to start creating a new workflow. I agree, such a simple feature. 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. To enroll in the Sequence tool. Hi , You can find a full list of automatic enrollment criteria here:Edit an active sequence; Enroll and unenroll contacts in sequences using workflows; Enroll contacts in a sequence; Limit access to your HubSpot assets; Manage the contacts enrolled in your sequence; Re-enroll a contact in a sequence; Share sales content with users and teams; Troubleshoot Sequence Enrollment Issues; Understand your. 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". . The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Allow cookies. Reply. Below that, the feature is not available. There is no workflow enrolment limit - the main limits are either: the enrolment settings. " The system will. Hi everyone, We have a renewal pipeline. Not in the Actions dropdown, nor can I add it as a card or a property. In the top right, click Create sequence. However, the contact is still enrolled in the sequence. 2) You can use a form submission as the starting condition for your Workflow. g. We have created a one-to-one sales email follow-up sequence that we enroll contacts in after we have sent them a proposal. By 'lost' contacts I assume you mean they have completed the workflow. You may choose to enroll records manually. " Is it possible to create a workflow that enrolls a deal's billing contact into a sequence when the "Sofwar. Once the contact's enrollment resumes, the sequence will start. In the left panel, click Delay. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. In the. HubSpot is unable to view what caused this error, you can try re. If you're reading this article, chances are you know how. (These call criteria. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the action. After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of. In your HubSpot account, navigate to Automation > Workflows. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. Identify marketing-qualified leads. There isn't going to be a solution where you access this directly from a deal-based workflow. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. Good use-cases tend to be event-based. In the upper-right corner, click Create workflow. Or even just displaying as a field 'Current Sequence'. If the record was created, it would enroll into the same workflow. . Unenrolling contacts from a sequence in HubSpot is a common request - but how do you do it the right way? There are 3 main ways and we'll show you how in thi. The workflow will then execute a series of actions on the enrolled record or associated records. If you want to find all of the contacts which have ever been enrolled in a specific sequence, you could use the property "Last sequence enrolled" (the unique ID of the last sequence that the contact was enrol. Step 2: Setting your workflow’s enrollment triggers. Can you confirm if you have an Enterprise account or. " Click "and" one more time to select "has completed workflow. You can create a new workflow from scratch or from a template:Trigger a workflow enrollment when an event occurs on a record. In order to automate the process, we can create a contact-based workflow to copy the Company property 'Name' to Contact property 'Company Name'. Goal: To have the ability to enroll a lead into a specific sequence that would then trigger their enrollment into a particular workflow. We don't grab everyone's email at first. This would only work going forward, not historically. Complete and send the form on LP (Contact enrollment trigger). )If you really want to set it up that way, you may be able to leverage both a workflow and a sequnce: Create the above sequence just for the call tasks. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. 4. As a next step, in the workflow Settings > Unenrollment and suppression > When a contact no longer meets. Workflows automatically enroll records based on the criteria set in the enrollment triggers. Thus, the updates in the "child" workflow do not make the updates fast enough for the next step in the "parent" workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Hi @Bob2245, "Create date is known" is the most immediate and easiest way to "catch" and enroll all new deal records. In your HubSpot account, navigate to Automation > Workflows. For "Last se. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ) The custom code action could delay further actions if a defined contact. You should not automate sequence enrollment in less targeted situations: karstenkoehler Apr 21, 2023 12:03 AM Follow Add a Sequence within a workflow Hi @rmaza, It is in contact-based workflows, see here but it requires a Sales Hub Enterprise or Service Hub Enterprise subscription. With multiple sequences, you would enroll a contact. Enrollment triggers: The second workflow would look like this. wrote: What I would like to do is that all contacts enrolled in any sequence would have its lifecycle stage updated to Sales Qualif. 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. When it comes to email automation with. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Here’s how we can do so! The enrollment trigger will be set to: ‘Company Properties > Name is Known’ - this ensures that we have a value to copy from the associated Company record, AND. Then enroll contact into static list. 1. Third, turned on my zap. Sequences are meant to stop whenever a recipient replies. Eventually, I managed to manually enroll my personal email into the workflow, but even though my personal contact was mentioned in the history section, it did not receive the email itself. If you select more than one reenrollment criterion, then each of those. Discussions. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. 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. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. The filters I currently have are shown he. The starting condition for any workflow could be to manually or automatically enroll contacts. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. Sequences are created from a combination of places, just like workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. 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. ; In the left panel, select a filter type for your enrollment trigger. 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. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in. Here you can choose the sender: Best regards!HubSpot workflow automation is one of the most powerful features of the platform. Sales Team 2. Steps to resolve. To. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. ----- This is now in public beta!If we can't connect, we enroll the prospect in an email sequence. The account. In the left panel, select Start from scratch or select a pre-made sequence template. If you pick the latter, click [object]-based to determine the type of records you want to enroll in the workflow (e. eg; when contact property is. In this case, if you're looking to enroll deal almost instantly when e. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. English English Español Português FrançaisWe don't grab everyone's email at first. Allow cookies. If purchasing HubSpot Operations Hub is an option, fe. HubSpot Sequences. Possible but more risky. This is mentioned in this knowledge base article. What you could consider doing is using unenrollment and suprression rules. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. 1) Create the list. Okay, are you ready to set up an abandoned cart workflow of your own in HubSpot? Navigate to Automation > Workflows. The email will be sent immediately and simultaneously to the contact being redirected to the thank you page. Rather, a specific Owner with a Paid Seat must be selected. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). check for a new contact NOT being created by a form. 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. Enrollment trigger: Contact gathers a certain number of HubSpot points. This is a contact property. To learn more, and. Hi , Adding this as a re-enrollment trigger should to the trick: Unenrollment criteria actually do not play a role here. (I'd appreciate it!) Have a gre. I realiezed that there is no such option as setting the contact owner as sender of (emails in) a sequence, I have to pre-define sender here: Enroll contacts in a sequence without an email address. You can use workflows to enroll contacts in a sequence based on targeted criteria. 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. finn. Personalization is the key to any marketing success, but personalization often runs counter to automation. I thought out plan allowed for that. Humans of HubSpot Recorded Events INBOUND Groups. 4. . Using a contact-based workflow, you can enroll contacts into a sequence and choose the sender:. eg; when contact property is set to 'X' trigger sequence 'Y' 1. Customize access to bulk actions, property settings, and the workflows tool. Contacts can also be entered manually with a list. Workflow revision at time of event: the version of the workflow at the time of the. Can you confirm if you have an Enterprise account or an Enterprise trial? Than. We offer HubSpot support (lots of email. eg; when contact property is. They'll execute i asynchrounously so long as the enrollment criteria is met by the CRM object. You can see my workflow in the screenshots. Hi , Automatic deletion is not available as a default workflow action. . Hi , You should be able to reference an email from a sequence in a workflow like shown below. Allow cookies. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. (I'd appreciate it!) Have a great day The sequence is the first point of contact we have with prospects after they enquire. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. You can select additional properties to refine the objects that you would like to enroll in the 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 based on triggers, actions, delays, conditions, and goal tracking. 😕 . Analyze your sequence performance using the following reports: Sequence enroll, opens, and clicks by month: it shows the total number of. You can't add a delay using the automation in Sequences. We use cookies to make HubSpot's community a better place. 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. 2. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . 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. You can also use contact based workflow to automatically unenroll contacts. So to give more clarity. For example, you can use workflows to:Hi @MBrommekamp,. ----- This is now in public beta! If we can't connect, we enroll the prospect in an email sequence. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". HubSpot Workflow Examples to Convert SQLs into Customers. Hi @A_Walters,. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. Sequence enrollment can't be referenced or changed by workflows. Would like additional workflow enrollment criteria regarding sequences, specifically the option to choose "Finished sequence" AND "No response. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Also, while creating sequence s, you always have to use sales email templates, but you. Set how long the delay will last by using the Days, Hours, and Minutes fields. ; By default, records will. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. (This requires Operations Hub Professional. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Otherwise, the "Last sequence ended date" might be referring to an earlier sequence. Workflow events will be listed in descending order, with the initial enrollment at the top. See more ideas labeled with:We use cookies to make HubSpot's community a better place. The first and only action in this workflow would then be the "Set property value" act. I could use a workflow to store the info from the CO on the contact. Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. This way, a sequence will stop the workflow. To trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known". Step B - Create a Sequence, from the emails you created in Step A, in the AUTOMATIONS tab. To do this, I am trying to create a list of those who have completed the abandon basket workflow, then have that a. Click the Settings and notifications tab. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom. . In the upper right of the tab, use the search bar to search for the record. finn. The only question I have about re-enrollment triggers @karstenkoehler is if you can have multiple enrollment triggers ('Enrollment 1' OR 'Enrollment 2' OR 'Enrollment 3'. In your HubSpot account, navigate to Automation > Workflows. Our leads come in through typeform, w. . I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Go to Workflows. Contacts already met the workflow goal. Re-engage inactive contacts. 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. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Placeholder Sequence Workflows. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. . Hi @MWilliams3, By default, a form submission will overwrite an existing value. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. We then combine this with 1 or 2 follow-up phone calls. Discussions. Unenroll all contacts from a sequence at the Company level SOLVE We currently enroll multiple people from the same company in a sequence and send emails and make calls; if we get someone to answer the phone and set a demo with us we want to unenroll everyone from the sequence since we've got a meeting scheduled. @somu You can bulk enroll a list to a sequence following these steps. If you have Enterprise you can automatically enroll contacts in a sequence and what you're asking is quite possible. 3. eg; when contact property is set to 'X' trigger sequence 'Y' This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. Generating awareness on this issue is likely the best option; explaining to them that they shouldn't bulk enroll in batches of 50 but maybe 25, spacing them out by a. In the workflow settings, make sure to select that contacts should be unenrolled once they don't meet the enrollment criteria anymore. Thanks, so I'm aware of that. Step 2: Choose an existing workflow or create a new workflow. Hello , I was able to find this post in the HubSpot Community Ideas forum . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. A webhook workflow will need to be created in Hubspot for the deals that you'd like to export. In the top right, click Create Sequence. In your HubSpot account, navigate to Reports > Dashboards. If you decide you want to send the sequence without customization and personalization. Must've been smokin crack when I originally answered this thread. It will allow you to send a series of email templates to your contacts. set of tasks trying to connect with a contact). Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. In the top right corner, click Create workflow . eg; when contact property is. HubSpot Updates. You can simply add the criterion "AND Now in sequence it not equal to True". Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. In the right panel, select the when an event occurs. Here’s a step-by-step guide to setting up email sequences in HubSpot: Log in to your HubSpot account and navigate to the “Workflows” section. How-to enroll and unenroll contacts in sequences using workflows in HubSpot. If you want to send another email to existing contacts, you would either have to send them this one email manually. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. Time: the time that the event happened. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Set workflow enrollment triggers to automatically enroll records in a workflow when they meet specific criteria or complete an event. 2. Click on the “Add email” button to add an email to your sequence. the goal settings. Automatic deletion is not available as a default workflow action. Since recently, sequence enrollment can be automated via workflow: This is what a workflow would look like: Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. Your enrollment criteria would use Marketing Emails, then choose the relevant email, followed by Contact Clicked Link in an Email. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. While I know you can currently select multiple contacts within a sequence to be unenrolled, I think a filter tool (example: you can search for people at the same company that you want to unenroll because you heard. To further refine your trigger, click Add refinement filters. After moving on to the next action, the number will reduce again, usually to 0. Sequences and Workflow in HubSpot are not standalone tools. In the left sidebar, click Unenrollment and suppression. To enroll a record from within a workflow: In your HubSpot account, navigate to Automation > Workflows. In the top right of the editor, click More > View enrollments. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. In the sequence editor, click the edit pencil icon and enter a name for your sequence. of Sequences under the Manage tab. I would advice you to break out the modules into short workflows and t. If you select more than one reenrollment criterion, then each of those. The email reply will also be logged on the CRM record. Thank you for reaching out. Rather, a specific Owner with a Paid Seat must be selected. However, the contact is still enrolled in the sequence. Sometimes we get a call back from the prospect and do a discovery. We use cookies to make HubSpot's community a better place. Out of the box, without custom development, workflows do not have any cap / throttling features. Automating follow-ups. We use cookies to make HubSpot's community a better place. However, this will only work if the first sequence that you're mentioning is the first ever. Use bulk enroll for specific use-cases, not for prospecting. CRM & Sales Marketing Service RevOps & Operations Developers Partners. How the "Enrolling Existing Contacts" Option Works. 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. All Groups Hangouts Study Groups. Click the button. 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. So our choices are manual enrollment or no delay, essentially. ----- 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. 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. The Workflow is ON switch will be toggled on in the top right. 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. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. Further to these researches we add them to the contacts. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. The other way around sales persons would have to make sure they check workflow enrollment first. In the search bar in the upper right, search for sequences . Allow actions to be automated based on when users complete a HubSpot sales sequence ie: Mark a contact property or add them to a list . Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. 1. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Cheers! Mauricio Here's how: Click Automation and select Workflows. Make sure that you have re-enrollment enabled. Click on Create workflow. Enroll a contact in a sequence. A HubSpot sequence is an automated task that you can use to send a series of sales. Workflow is not turned on. From there, HubSpot will bring you to the sequence dashboard. In your HubSpot account, navigate to Automation > Workflows . . The selected record will be unenrolled. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. In your HubSpot account, navigate to Automation > Sequences. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. Contacts in those lists could be enrolled in a workflow to create the next task. Click the Manage tab on the top left. The filters I currently have are shown here (see screenshot). I'm wondering if you can elaborate on the first solution. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. HubSpot will still use your profile's name for the sender name.