How can we create an automated estimation process in HubSpot for our tech team?
Sep 14, 2020 3:17 AM
Hi. We are looking to use HubSpot for our tech team, as a part of our sales effort, which we believe belongs to CRM & Sales part.
We developed an internal estimation process, which will be something like this:
A sales rep sends request for estimate to a tech rep
A sales rep receives a notification about "the estimate will be delivered in x amount of days"
A tech rep will receive the same notification
The tech rep will receive the reminder y days prior to the deadline
The tech rep reply with an estimate within x amount of days
The sales rep will receive the notification of the arrived estimate
If the sales rep receives questions from the client, they can create a task for the tech rep to give the answer
The sales rep will receive notification about "the questions will be answered within z hours"
A task is automatically created for the tech rep and the deadline is within z hours
A reminder is automatically created for the tech rep once the deadline is nearly due
The sales rep will receive a notification when the tech rep finished the task, with written content by the tech rep in text.
So all these processes belong to 1 pipeline/workflow, with "x,y,z" and texts (notification, email content, task note) being editable.
Will it be possible to replicate such pipeline/workflow using Workflow or Sequences?