topic Sales automated email when quotes are about to expire in Sales Email

Sales automated email when quotes are about to expire

SStrano — Mon, 11 Sep 2023 19:17:54 GMT

I am building automations and am looking to send a templated and customized email when a clients quote is nearing its expiration date.

Something like ...

"(Name),

Hope all is well! Just to let you know, your (Quote Name) is 7 days from its expiration date. If you would like to blah blah blah...."

But the email would autosend or I would get a notification that the quote is 7 days away from expiring to send them a note.

Is this a possibility within hubspot or what sequence would get us close to that?

Thanks!

Re: Sales automated email when quotes are about to expire

CHawkins — Mon, 11 Sep 2023 20:31:24 GMT

Hi @SStrano - You could use a workflow and either assign a task to yourself/the quote owner to follow up directly or send the email automatically.

I recorded this short video walking through the process. Hope it's helpful.

If you have questions or need help building this, I am a freelance marketing consultant specalizing in HubSpot and I have some avaliability this week. You can schedule time with me using my calendar link here.