Use Case
Trigger outreach when deals move.
Enroll contacts into targeted sequences when deals hit key stages — proposal sent, negotiation, or stalled.
Deals stall. Proposals go unanswered. Reps forget to follow up after a demo. Sequence Enroll lets you attach sequences to deal stage changes so the right outreach fires automatically — keeping momentum alive without relying on memory.
How it works in your workflow
Build a deal-based workflow triggered by stage changes. Add the Sequence Enroll action to enroll the associated contact into a stage-specific sequence.
Enroll in Sequence
Owner Mode
New Lead Nurture Sequence
Specific User
Contact Owner
Contact owner
The owner's connected email will be used automatically
At runtime
Contact: Sarah Miller→Owner: Mark Johnson→Sends as: mark@company.com
Why automate this
- Automatically follow up when a proposal is sent
- Re-engage stalled deals with a dedicated nudge sequence
- Send closing sequences during negotiation stages
- Each rep sends from their own inbox via Contact Owner mode
Ready to automate?
Start triggering sequences from deal stages. 50 free enrollments included.
Start automating deal-stage outreach