FlowNer Setup Guide: Automatically Enroll Contacts in HubSpot Sequence

What is FlowNer?

FlowNer - Enroll & Automate is built for teams that need to automatically enroll contacts in HubSpot sequences using workflows. Instead of manually adding contacts to sequences, you can trigger enrollment and unenrollment directly from HubSpot automation.

The app allows you to automate sequence enrollment by adding a custom action to your workflows, without the need for an Enterprise package. Sales and Service reps will no longer need to manually enroll contacts into a sequence.

(Direct FlowNer App Installation URL )

FlowNer connects workflows with sequence actions, allowing you to automate follow-ups for contacts, deals, companies, tickets, or custom objects - all inside HubSpot.

With FlowNer App, you can:

• Automatically enroll contacts in HubSpot sequences using workflows

• Automatically enroll HubSpot contacts in sequences with a dynamic sender

• Automatically enroll HubSpot contacts in sequences and unenroll when the criteria are met

• Assign the sender dynamically using the contact owner or specific users
• Save time with structured workflow automation instead of manual enrollment

Installation process

To start automatically enrolling contacts in HubSpot sequences:

1. Log in to your HubSpot account.
2. Navigate to the HubSpot Marketplace and locate the FlowNer listing.
3. Click Install app (Direct Install URL)
4. Select the HubSpot account where you want to install FlowNer.
   
   
5. Review the requested scopes. FlowNer requires permissions to read and write contacts, sequences, and workflow actions.
   
   
6. Click the Connect app.

FlowNer will now appear as a custom action inside HubSpot Workflows, ready to automatically enroll contacts in HubSpot sequences based on your workflow logic.

Configure FlowNer

Important: Each sender must have a connected inbox in HubSpot before any workflow can send emails on their behalf. This step is required - skipping it will cause your email actions to fail. 

Automatically enroll contacts in HubSpot sequences using workflows 

1. Go to Automation → Workflows in HubSpot.
   
   
2. Open an existing workflow or create a new one.
3. Click the + icon to add an action.
4. Select FlowNer.
   

Available actions:

• Enroll contact in sequence - automatically enroll a single contact

• Enroll associated contact - automatically enroll contacts from deals or companies

• Unenroll contact from sequence - automatically unenroll when criteria are met
  
  
  

This enables full lifecycle automation - enroll + unenroll based on workflow logic.

5. Select the sequence you want to use.

6. Choose the sender type:

Contact owner– contact owner or other user property. 

7. Save your actions.

Enrolling Contacts into Sequences via Flowner App Card

One way to use FlowNer is to manage sequence enrolments without workflows, directly from the contact record in HubSpot.

Open a contact and navigate to the FlowNer App Card. From there, select the Sequence you want to run, define the Sender Type, choose the Sender from Address, and optionally set a Delay before enrolment.

Once configured, click enroll to add the contact to the Sequence immediately. This approach gives you a simple alternative to workflow-based enrolment and allows more flexible, manual control over outbound execution directly at the contact level.

How to Use FlowNer

Once configured, FlowNer will automatically handle enrollment and unenrollment according to your workflow logic.

Examples:

• Auto-enroll new leads into nurture sequences.
• Enroll contacts when a deal moves to a specific stage.
• Unenroll contacts if a deal closes or a contact replies.
• Assign the sender dynamically based on the contact owner.
  

How to Uninstall FlowNer

Note: Disconnecting FlowNer stops all automated sequence enrollment and unenrollment. Existing sequence enrollments remain active in HubSpot.

1. Log in to HubSpot.
2. Navigate to Settings → Integrations → Connected Apps.
3. Locate FlowNer and click Delete.
4. Confirm by typing delete.
   

Conclusion

FlowNer - Enroll and Automate app is built for teams that want to automatically enroll contacts in HubSpot sequences without manual work or operational gaps.

You can automatically enroll contacts in HubSpot sequences using workflows, trigger enrollment from deals or companies, assign a dynamic sender based on the contact owner, and automatically unenroll contacts when criteria are met.

This means:

• No manual sequence enrollment
• No outdated follow-ups
• No misaligned sender ownership
• No broken automation between objects

NOTE!

• The chosen user must have their inbox connected to HubSpot.
• The chosen user must hold a Professional Sales or Service seat.
• The sequence selected for sending must be shared with “Everyone.”

FlowNer - Enroll & Automate helps revenue teams save time, maintain clean sequence management, and build predictable follow-up automation aligned with lifecycle stages, pipeline updates, and ownership rules.  Everything runs inside HubSpot workflows, giving you structured, scalable workflow automation on the Professional plan.