automatic emails

[MLagana]

Is there a way to have HS automatically send an email 5 days after a proposal was delivered, if the job was not moved to sold?

[karstenkoehler · Accepted solution]

Hi @MLagana,

Yes, this can be done with a deal-based workflow: https://knowledge.hubspot.com/workflows/create-workflows

Simply replace my "Contract sent" stage with your own stage – assuming that the following stage is the one corresponding to sold. You could also change the second enrollment filter to "Deal stage is none of Sold or empty".

Best regards!

[Lucila-Andimol · Accepted solution]

HI @MLagana 

yes, some of our clients use sequences to follow up after a proposal was sent.

This is better than a workflow, because once the client replies

the sequence stops sending any other email/message.

If you want to know more about sequences check here

Hope this helps

[karstenkoehler · Accepted solution]

Hi @MLagana,

Yes, this can be done with a deal-based workflow: https://knowledge.hubspot.com/workflows/create-workflows

Simply replace my "Contract sent" stage with your own stage – assuming that the following stage is the one corresponding to sold. You could also change the second enrollment filter to "Deal stage is none of Sold or empty".

Best regards!