Can you include a 'quote' in a sequence?

Kieranf · ‎set 7, 2021

Hi,

One of our rebook tools to retain current clients is to offer the existing package before prices go up if book before a certain time e.g. an event.

Does anyone know if it is possible to include a pre-defined quote within a sequence? I am guessing it isn't although if associated with a contact should be possible.

Anyone know if its possible or if there is a workaround within hubspot?

Thanks

JMcLaren78 · ‎set 8, 2022

Hello,

Assuming the quote was already created and has the URL assigned, you could in theory populate a contact, company, deal property with this URL as its value and then call that property into a sequence using a personalization token. It would likely require a manual process of copying the URL to the property.

Hope that helps.

DianaGomez · ‎set 8, 2022

Hi @JMcLaren78 hope you are doing well!

Thanks for sharing 🙂

Best,

Diana

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TiphaineCuisset · ‎set 8, 2021

Hi @Kieranf

Thank you for reaching out. I don't see a way to do that in HubSpot at this stage.

However, I want to tag some of our experts on this to see if they've encountered this question before and if they have any workarounds - @Ben_M @GeorgeBThomas @johnelmer do you have any advice for @Kieranf on this?

Thank you!

Best

Tiphaine

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