Client Management & OnboardingPurpose
1.2. Ensure timely reminders across multiple engagement channels to keep prospective clients informed and facilitate smooth onboarding within antenna rigging and installation projects.
1.3. Maintain a professional, branded experience throughout the quote approval lifecycle, tracking responses for continuous process improvement.
Trigger Conditions
2.2. No client response detected on prior communication attempts.
2.3. Quote status changes to “pending review” or “sent” but lacks approval/rejection.
2.4. Explicit flag by sales rep for follow-up needed.
Platform variants
3.1 Salesforce
• Feature/Setting: Workflow Rule with “Quote Sent” trigger and outbound message; configure Process Builder to invoke flow for email follow-up via “Send Email” or external webhook.
3.2 HubSpot
• Feature/Setting: Workflow automation; trigger: quote status is “pending”; action: “Send follow-up email”; configure with if/then branch for opened or replied.
3.3 Zoho CRM
• Feature/Setting: Workflow Rule on “Quotes” module; use Deluge script in function: send follow-up email via Zoho Mail API.
3.4 Pipedrive
• Feature/Setting: Automation; trigger on deal stage “Quote Sent”; action: “Send Email” via connected email provider API.
3.5 Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow; condition: Quote approval status = pending; action: “Send Follow-up Email” or Teams message.
3.6 Google Workspace
• Feature/Setting: Google Apps Script; trigger: new quote sheet row without approval flag within X hours; action: Gmail API send message.
3.7 Twilio SMS
• Feature/Setting: Trigger webhook on quote object change; send SMS via Messages API with approval link; sample config: API key, message template, client phone.
3.8 SendGrid
• Feature/Setting: Workflow event on quote expiry; trigger transactional template via “Send Email” API; provide dynamic quote approval URL.
3.9 Slack
• Feature/Setting: Incoming Webhook; notification to account team channel for pending approvals; schedule reminders via workflow builder.
3.10 Mailchimp
• Feature/Setting: Email Automation journey; event trigger: “Client entered quote funnel”; action: follow-up email sequence.
3.11 Monday.com
• Feature/Setting: Automations; trigger: “Quote status changes”; action: “Send email” or “Create reminder notification” via integrations.
3.12 Notion
• Feature/Setting: Integration with external workflow tool; trigger: page property “Quote Pending”; action: send reminder email via Notion API and external email service.
3.13 DocuSign
• Feature/Setting: API callback on document inactivity; trigger follow-up email/send SMS via DocuSign Connect webhook.
3.14 Zendesk Sell
• Feature/Setting: Smart List with pending quotes; trigger email via Workflow function; configure reminder interval and template.
3.15 SAP Customer Experience
• Feature/Setting: Process automation; monitor quote status; trigger “Send Notification Email” process step for overdue approvals using SAP Cloud Platform Workflow.
3.16 Freshsales
• Feature/Setting: Workflow automation; trigger on quote sent, action: send email or create follow-up task in CRM via webhooks.
3.17 ActiveCampaign
• Feature/Setting: Automation recipe; trigger on quote pipeline entry; delayed action: “Send follow-up email” with approval CTA.
3.18 Intercom
• Feature/Setting: Series automation; trigger: new quote conversation; action: send automated in-app message and email follow-up.
3.19 ClickSend
• Feature/Setting: SMS automation; event-based trigger on pending quotes; API config: client number and message template.
3.20 Airtable
• Feature/Setting: Automation logic; trigger on “Approval Pending” field with time delay; action: webhook to email or SMS service.
3.21 Trello
• Feature/Setting: Butler automation; trigger: card label “Quote Awaiting Approval”; card comment or email to assigned user.
3.22 Asana
• Feature/Setting: Rule-based automation; trigger: ‘Quote Approval’ task incomplete after set period; action: send reminder email.
3.23 Shopify (for service add-ons)
• Feature/Setting: Flow automation; event: service quote created or pending; action: send customer email with actionable approval link.
3.24 LinkedIn Sales Navigator
• Feature/Setting: CRM sync; trigger on pending deal with sent quote; generate automated InMail follow-up.
3.25 QuickBooks Online
• Feature/Setting: Workflow; trigger on estimate/quote not approved after X days; send email reminder via integrated email provider.
Benefits
4.2. Ensures no quote follow-ups are missed due to human error or oversight.
4.3. Reduces deal cycle time in professional rigging and aerial system installations.
4.4. Delivers a consistent brand experience via multi-channel communications.
4.5. Frees up sales and admin bandwidth for higher-value activities.