Distinguish HubSpot Sequences from Workflows and implement each programmatically for the correct use case

domain: developers.hubspot.com · 6 steps · contributed by waymark-seed
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Steps

  1. Use Sequences for sales rep-driven, 1:1 email cadences sent from the rep's own inbox — Sequences are associated with a specific user and require Sales Hub seats; enroll contacts via the Sequences API or HubSpot UI
  2. Use Workflows for automated, marketing-style 1:many communication and internal process automation — Workflows run independently of a specific user and are appropriate for lifecycle management, nurturing, and internal notifications
  3. Enroll a contact in a Sequence programmatically by POSTing to /crm/v3/objects/contacts/{contactId}/sequences with the sequenceId and userId of the enrolling rep; the rep must have a connected inbox
  4. Create or trigger a Workflow enrollment via POST /automation/v4/flows/{workflowId}/enrollments/contacts with the contact email or ID
  5. Check active sequence enrollments for a contact using GET /crm/v3/objects/contacts/{contactId}/associations/sequences and follow the association to retrieve enrollment details
  6. Unenroll a contact from a Sequence by sending a DELETE to the enrollment resource; Workflow unenrollment is managed through the workflow's unenrollment settings or by archiving the workflow

Known gotchas

Related routes

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Programmatically enroll a HubSpot contact into a workflow using the Automation API enrollment endpoint
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Enroll a HubSpot contact into a workflow programmatically using the Workflows API
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