AutoSeq Custom Workflow Action

The AutoSeq workflow action is the bridge between HubSpot workflows and automated sequence enrollment.

What is the Custom Workflow Action?

The AutoSeq custom workflow action is a special action you can add to any HubSpot workflow. When a contact reaches this action in your workflow, AutoSeq automatically enrolls them in the sequence you've specified.

It appears in HubSpot as: "AutoSeq: Enroll in sequence"

Good to Know
This action becomes available automatically after you connect your HubSpot account to AutoSeq. You don't need to install anything separately!

Understanding the Action Fields

The AutoSeq action has 4 required fields:

1. Workspace ID

What it is: A unique identifier for your AutoSeq workspace

Where to find it: Displayed at the top of your AutoSeq dashboard

Why it's needed: Tells AutoSeq which workspace to use for tracking and billing

Example: ws_1a2b3c4d5e6f7g8h
Pro Tip
Pro Tip: Save your Workspace ID in a HubSpot note or document. You'll need it every time you create a new workflow with AutoSeq.

2. Email Field

What it is: The contact property that contains the email address

Most common value: "Email" (the standard HubSpot email property)

Why it's needed: AutoSeq needs to know which email to enroll in the sequence

Important
Make sure the email field is not empty! If a contact doesn't have an email address, the enrollment will fail.

3. Sequence

What it is: The HubSpot sequence to enroll the contact into

How it works: Dropdown list of all your available sequences

What you'll see: Sequence name and description

Only showing sequences you own:

  • ✅ Sequences created by you
  • ✅ Sequences shared with you
  • ❌ Archived sequences (won't appear)
  • ❌ Sequences you don't have access to
Not seeing your sequence?
Try these fixes:
  • 1. Go to AutoSeq dashboard and click "Sync Data"
  • 2. Make sure the sequence is active (not archived) in HubSpot
  • 3. Check that you have access to the sequence in HubSpot
  • 4. Wait 30 seconds and refresh the workflow page

4. Mailbox

What it is: Where to send sequence emails from

Two options:

🧑 Direct Mailbox

Choose a specific user's inbox

Use when: One person should handle all responses from this workflow

Example: john@company.com (Primary) - John Smith

🔄 Inbox Rotation

Distribute across multiple team members

Use when: You want to balance workload across your team

Example: Sales Team Rotation - Equal Distribution - Daily - 4 mailboxes

Learn more: Direct Mailbox vs. Inbox Rotation

Step-by-Step Setup

1

Find AutoSeq in Workflow Actions

In your HubSpot workflow, click the "+" button to add an action. Search for "AutoSeq" or look under "Custom Actions".

💡If you don't see AutoSeq, make sure you've connected your HubSpot account in the AutoSeq dashboard first.
2

Select "Enroll in sequence"

Click on the "AutoSeq: Enroll in sequence" action to add it to your workflow.

3

Configure Workspace ID

Enter your Workspace ID. You can find this in the AutoSeq dashboard - it's displayed at the top of every page.

💡Copy-paste the Workspace ID to avoid typos. Each workspace has a unique ID.
4

Select Email Field

Choose which contact property contains the email address. Usually this is "Email" but could be different if you use custom properties.

5

Choose Your Sequence

Select which sequence to enroll contacts into. The dropdown will show all your HubSpot sequences.

💡Only sequences that you own or have access to will appear in this list.
6

Pick Mailbox or Rotation

Choose either a direct mailbox (one user's inbox) or an inbox rotation strategy (distributes across multiple users).
Success
Once configured, save your workflow action. The action will now automatically enroll contacts when they reach this step!

Testing the Action

Before going live, always test your workflow action:

  1. Create a test contact with your own email address
  2. Manually enroll the test contact in your workflow
  3. Wait a few seconds for the workflow to process
  4. Check AutoSeq dashboard → Usage → Recent Executions
  5. Verify in HubSpot that the contact appears in your sequence
What success looks like
✅ Execution appears in AutoSeq with "Status: Success"
✅ Contact appears in HubSpot sequence
✅ Correct user/mailbox is assigned
✅ First sequence email is scheduled

Common Configuration Errors

❌ "Invalid workspace" Error

Cause: Wrong Workspace ID or typo

Fix: Copy-paste the exact Workspace ID from AutoSeq dashboard

❌ No Sequences in Dropdown

Cause: Sequences haven't synced yet or you don't have access

Fix:

  • Go to AutoSeq → Click "Sync Data"
  • Verify you have active sequences in HubSpot
  • Check sequence permissions in HubSpot

❌ No Mailboxes in Dropdown

Cause: No users with Sales Hub Pro access or sync issue

Fix:

  • Verify team members have Sales Hub Pro licenses
  • Check that users have connected email in HubSpot
  • Click "Sync Data" in AutoSeq

❌ "Execution failed" in AutoSeq Log

Cause: Contact doesn't have an email or sequence no longer exists

Fix:

  • Ensure all contacts have valid email addresses
  • Verify the sequence is still active in HubSpot
  • Check error message details in execution log

See full troubleshooting guide →

Advanced Configuration

Using Contact Properties for Dynamic Assignment

Currently, the Mailbox field requires a static selection. However, you can create multiple workflows with branch logic to achieve dynamic assignment:

Example: Assign by Region

  1. 1. Create workflow with enrollment trigger
  2. 2. Add "If/then" branch based on "Contact: Region"
  3. 3. If Region = "West" → AutoSeq action with West Coast Sales mailbox
  4. 4. If Region = "East" → AutoSeq action with East Coast Sales mailbox

Combining with Delays

Add delays before the AutoSeq action to control timing:

  • 5-minute delay: Give leads time to receive confirmation emails first
  • 1-day delay: Let marketing automation nurture before sales outreach
  • Time-based delay: Ensure emails send during business hours

Best Practices Summary

✅ Always test with a dummy contact first
✅ Save your Workspace ID for easy reuse
✅ Use descriptive workflow names for tracking
✅ Add suppression filters to prevent duplicate enrollments
✅ Monitor execution analytics weekly
✅ Sync data after making changes in HubSpot