Send quote follow-up email and SMS to prospects
Send quote follow-up email and SMS to prospects
Your unaccepted quotes sit without a timely reminder, leaving prospects unsure and pricing stale. The workflow sends a quote email and SMS to prompt signups and capture responses before expiration.
Workflow preview:
Zap details:
Overview
Unanswered quotes lose momentum and make follow-up manual and slow. This flow automatically formats quote pricing and sends a tailored email and SMS within minutes of the CRM trigger, putting a signup link in front of the prospect so reps can close before expiry.