9/8/2023 0 Comments Bulk enroll sequence hubspot![]() When finished, Review and Publish the Workflow. In the example below, Insycle will cleanse and deduplicate contacts after the contacts fill out the lead capture form and before they receive the welcome email. You can add any number of Recipes to the Workflow. For complete details of what a Recipe does, review it in Insycle. The list will include default Insycle Recipes and those created by your team. Select the action that matches your object type. If the Workflow is set up for contact objects, for example, the option would read "Insycle - Run Contact Recipe." If you don't see the Insycle actions, make sure the Insycle app is installed. In the Available Actions panel, search for " Insycle." You'll find two options here, the first option will match your Workflow type. Once saved, click the + on the Workflow to add a new action. See HubSpot's Set your Workflow enrollment triggers article for more information. "Create Date and created in the last 7 days." To run this Workflow on new records, you could include a second parameter for a date. Make sure it isn't too broad a filter like, "Create Date is known," would run the Workflow on the whole database. When you click Set up triggers, enter the criteria you want a record to meet in order to trigger this Workflow. If working with an existing Workflow, make sure the record types match. ![]() Discussion Topics Ab Bulk Mailer Acelle Mail Anik Singal Email. ![]() If your Recipe works with contact records, it can only be inserted into a contact-based Workflow. Automated enrollment for the sequence through workflows works only with automated. Select the same object type your Insylce Recipe is for. ![]() In this example, we'll create a Workflow From scratch, but you can insert the Insycle Recipe action into already existing ones. In HubSpot, under Automation > Workflows, click the Create workflow button. ![]()
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