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Alert a rep when a sequence contact goes quiet (no opens or clicks) for 10+ days

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Contact5 stepsUpdated for HubSpot seat pricing
OutcomeA rep finds out when a contact stops opening or clicking sequence emails for over a week, instead of discovering it only when the sequence ends with no reply.
Workflow mapsales-ops-024
Contact becomes actively enrolled in a sequence leads to Delay 10 days. Delay 10 days leads to Still enrolled AND no open/click in 10 days?. Still enrolled AND no open/click in 10 days? leads to Yes: Notify contact owner: contact has gone quiet; No: End, no action. Notify contact owner: contact has gone quiet leads to Set Quiet alert sent date. Yes No Contact becomes actively enrolled in a sequence Delay 10 days Still enrolled AND no open/click in 10 days? Notify contact owner: contact has gone quiet End, no action Set Quiet alert sent date
Contact becomes actively enrolled in a sequence leads to Delay 10 days. Delay 10 days leads to Still enrolled AND no open/click in 10 days?. Still enrolled AND no open/click in 10 days? leads to Yes: Notify contact owner: contact has gone quiet; No: End, no action. Notify contact owner: contact has gone quiet leads to Set Quiet alert sent date. Yes No Contact becomes actively enrolled in a sequence Delay 10 days Still enrolled AND no open/click in 10 days? Notify contact owner: contact has gone quiet End, no action Set Quiet alert sent date

When to use it, when not to

Use it

  • Use it for sequences with more than a handful of steps, where a contact could go quiet halfway through and the rep would not notice until the whole thing finishes.
  • Use it to prompt a manual channel switch (a call, a LinkedIn message) while the contact is still actively enrolled, rather than waiting for sales-ops-038's end-of-sequence handling.
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Skip it

  • Do not use it on short 2 or 3 step sequences that finish in under 10 days anyway; the alert would never have time to fire before the sequence naturally ends.
  • Do not treat "quiet" as equivalent to "not interested." Some contacts read email in a client that blocks open tracking entirely; a zero-open count is not proof of disengagement.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 5 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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