Sequence Enroll on Behalf of Others

What is it?

Description

Sales ops, managers, and executive assistants with the right permission can enroll contacts in sequences on behalf of another user. Emails send from the selected sender’s inbox, and tasks land in the sender’s queue. Replies and activity credit the right person.

Why does it matter?

Reason for development

Sales teams often rely on sales ops, managers, marketers, and executive assistants to run sequence outreach for multiple reps and executives. Manual workarounds don’t scale, and they block adoption. Now it’s easier to ensure outreach comes from the right sender and replies and activity land with the person who owns the relationship, even when someone else built the sequence.

How does it work?

How it works

Permissions setup

Admins turn on the “Enroll in sequences on behalf of others” permission in user settings under sequences permissions.

Enrollment process

1. Someone with the permission manually enrolls contacts in a sequence, one at a time or in bulk.
2. They choose the sender. Any user with access to the sequence, sequence enrollment permissions, and a connected inbox can be the sender.
3. They pick from all of that sender’s connected inboxes.

Every sequence step runs as if the sender enrolled the contacts. Emails send from the sender’s inbox, and tasks appear in their queue. Anyone without the permission does not see the option to enroll on behalf of others.

Attribution

HubSpot attributes sequence activities and enrollments to the sender, not the person enrolling.

Who gets it?

Sales Hub and Service Hub Starter, Professional, and Enterprise, plus Revenue Hub Professional and Enterprise.