EVERYTHING YOU NEED TO GET STARTED
Sequence Workflow Actions
Setup Docs
Below is the full documentation for installing, configuring, using and uninstalling Sequence Workflow Actions.
Install the app
Install the app from the HubSpot App Marketplace and authorise via OAuth. No developer credentials are needed on your side.
- Open the HubSpot App Marketplace and search for Sequence Workflow Actions.
- Click Install on the listing page.
- You will be redirected to the King Henry authorisation page.
- Review the requested permissions and click Connect app.
- After approving, you are redirected back to HubSpot. The app will appear in Settings → Integrations → Connected Apps.
Open a contact-based workflow
Go to Automation, then Workflows, and open a contact-based workflow, or create a new one.
Add the action from Connected Apps
Add the action from the Connected Apps section.
- Click the + button to add a new action.
- Search for Enroll in Sequence or Unenroll from Sequence, or scroll to the Connected apps section.
- Click the action you want to open its configuration panel.
Configure enrolling
For enrolling, pick the Sequence and Sender from the dropdowns. Populate the Sender field first, the sequence list filters to sequences that sender has access to.
Configure unenrolling
For unenrolling, no configuration fields are needed. The action automatically identifies the contact's active sequence enrollment and triggers unenrollment.
Use output fields downstream
Reference the output fields, success status, enrollment ID, and error message, downstream using If/then branches or Set property value actions.
Disconnect the app
Disconnecting revokes the OAuth authorisation token between your HubSpot portal and King Henry. Active workflows using the action will stop working until reconnected.
- Go to Settings → Integrations → Connected Apps.
- Find Sequence Workflow Actions in the list.
- Click Actions → Disconnect.
- Confirm the disconnection in the dialog that appears.
Uninstall the app
Uninstalling fully removes the app from your HubSpot portal, including the OAuth connection.
- Go to Settings → Integrations → Connected Apps.
- Find Sequence Workflow Actions in the list.
- Click Actions → Uninstall.
- Read the confirmation message and click Uninstall to confirm.
Troubleshooting
The action shows an error in workflow history
- Check the error_message output field in the workflow enrollment history.
- Confirm the sender has access to the selected sequence.
- Check the contact is not already enrolled in another sequence, HubSpot only allows one active enrollment at a time.
- Confirm your portal is on Sales Hub Professional or Service Hub Professional or higher.
The sequence dropdown is empty
- Select a sender first, the sequence list depends on the sender field being populated.
- Confirm the selected sender has at least one sequence available to them.
A temporary meeting appeared on the contact
- This is expected during the unenroll action.
- The meeting is automatically deleted within approximately 10 seconds.
- If it persists beyond 30 seconds, contact support.
I cannot find the action in the workflow editor
- Check that the app is installed in Settings → Integrations → Connected Apps.
- The actions only appear in contact-based workflows.
Support
Need help?
Need help with Sequence Workflow Actions? Email support@kinghenry.au.
When contacting support, include:
- Your HubSpot portal ID
- The workflow name and the action step that is failing
- The error_message output from the workflow action history
- A short description of what you expected to happen
Who this is for
- Sales teams on Sales Hub Professional
- Service teams on Service Hub Professional
- RevOps and operations teams
- Agencies managing HubSpot portals for clients
Stuck on a step? Get in touch.
Email support@kinghenry.au with your portal ID, the workflow and step name, and the error_message output. We'll get back to you as fast as we can.