Enrolling Sell leads and contacts in sequences

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14 Comments

  • Clayton Mackintosh

    Hey Jupete Manitas

    Is it possible to send an automatic email for new leads using Zaiper? 

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  • Zak Wilkowski

    Hi, is it possible to send an automated email when a Lead is converted to a Contact? 

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  • Katie Dougherty
    Zendesk Digital Resources Team

    Hi @...,

    You are correct that you cannot CC someone on an email sequence in Sell. You are also correct that you can CC someone in one-off emails to your leads and contacts.

    However, you cannot add someone as a CC to saved email templates or in a bulk email. Would you mind expanding on your process and who would be added to every outgoing email? Would an option be to add that specific person on your account as a collaborator on all these records so they can get regular updates?

    I am not aware of a workaround from within the product, but you can explore other email integration options via Zapier and our Apps Marketplace

    Lastly, I would encourage you to post this feedback in our Sell Feedback section in the Community where our Product Managers can review your suggestion and others can upvote your post! 

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  • Jupete Manitas
    Zendesk Customer Care
    Hi John, thanks for writing in! Creating an automated email to a lead when it was created is not yet supported at the moment. The current features that support automated notifications are; notifications to users if a Lead is assigned or when a deal move stages, when you will setup a sequence to your leads or contacts, or from a third-party notification. 
     
    You will see more about them here:
    Setting up notifications in Sell
    Can I send an automated email in Zendesk Sell?
     
    However, you can post this as product feedback for Sell. You can submit one here: Feedback - Sales CRM (Sell) 
     
    Thank you!  
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  • Ryo Ogochi

    Jakub Konik what happens to sequences when the lead owner is changed mid-sequence?

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  • Jakub Konik
    Zendesk Product Manager

    Hi Jena Keuler, this is per active recipients at any given time, pooled across all the users on your account. Example:

    If you have 10 users, then you have a total of 500 recipients available (10 users x 50 recipients) and any given user can use this limit. So one user could add 100 recipients to a sequence, another 200 and another 200. 

    Once you have 500 recipients added to sequences you can't add more unless some of them complete their sequences or are manually taken out of a sequence by your users. 

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  • Dion
    Zendesk Customer Care
    Hello Ryo,

    The lead owner should not matter. The sequence will continue to be sent from whoever added the lead to the sequence.

    Regards,

    Dion
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  • Jena Keuler
    Hi There, 

    On the Sell Growth plan there is a limitation on sequences - 50 recipients per user
    Is this per day or per month?

    Many thanks in advance,
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  • Jakub Konik
    Zendesk Product Manager

    Hi @... and @.... Just wanted to let you know that it's now possible to add contacts to sequences : ) 

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  • John Boyes

    Is it possible to send an automated email to a Lead when it is created?

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  • Ryo Ogochi

    @... great to hear.  I don't see a sequence widget in contacts though so can't enroll any contacts into sequence. I checked the Layout settings page as well but dont see the Sequence widget.

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  • Brendan Lane

    Hi, as far as I can tell there is no ability to cc someone on a sequence.  Is that correct?

    I see that I can do this on one-off emails and on templates, but not when using those same templates in an email sequence.

    Is there a workaround?  My specific use-case is that I want to cc the same person every time a sequence is used.  Heck, I'll even cc the same person on all outgoing emails if there is a way to do that.

    Please help.  

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  • Katie Dougherty
    Zendesk Digital Resources Team

    Hi @...,

    Currently, it is not possible to send automated emails from within Sell. That being said, please feel free to post this feedback in the Zendesk Sell Community Feedback section!

    A common workflow is to create a smart list of newly converted Leads in the Contact section of your account. You can use the field "added on" and "status" to filter for new contacts added on a specific date. Send a bulk email to these individuals who were recently converted. 

    For more information on automated options, see the articles: Using Mailchimp in Sell and Using Zapier with Sell

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  • Jupete Manitas
    Zendesk Customer Care

    Hi Clayton, that could be possible by 3rd party integrations and you have to reach out to Zapier. Thank you! 

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