Sales and Quotation Management**Purpose**
1.2. Ensures sales personnel are promptly informed to react, follow-up, or escalate based on the evolving quote process.
1.3. Automates cross-platform communication (SMS, email, chat) to reduce manual tracking and communication delays.
1.4. Automator for workflow efficiency, error minimization, and centralized audit trails on quote status transitions.
1.5. Supports compliant and automatable sales operations across cross-border teams in metalworking/foundry environments.
**Trigger Conditions**
2.2. Automatedly on specific changes such as “pending review” to “approved”, or “revised” to “sent to client”.
2.3. Systematic automation for threshold-based triggers, e.g., high-value quotes or near-expiry quotes.
2.4. Automates detection of inactivity for escalation.
2.5. Customizable automator per sub-team, region, or client account tier.
**Platform Variants**
• Feature/Setting: Use Twilio Messaging API — configure API trigger to send SMS to sales reps on status update (`POST /Messages`).
3.2. **Slack**
• Feature/Setting: Use Slack Incoming Webhooks — set automated POST to sales channel with status details on quote changes.
3.3. **Microsoft Teams**
• Feature/Setting: Use Teams Connector API or Webhook — automate status notifications directly to specific Teams channels.
3.4. **SendGrid**
• Feature/Setting: Use SendGrid Mail Send API — configure automation to generate and send status email.
3.5. **Gmail**
• Feature/Setting: Use Gmail API `users.messages.send` — automatedly create templated emails for quote status changes.
3.6. **Mailgun**
• Feature/Setting: Mailgun Messages API — automate notification emails upon quote stage transition.
3.7. **Salesforce**
• Feature/Setting: Process Builder and Workflow Rules — automate in-app and email notifications on Opportunity/Quote status updates.
3.8. **HubSpot**
• Feature/Setting: HubSpot Workflows — trigger automated notifications for quote pipeline stage changes via internal email/SMS.
3.9. **Pipedrive**
• Feature/Setting: Pipedrive Webhooks — automates event hooks on deal status updates to trigger notifications.
3.10. **Zoho CRM**
• Feature/Setting: Workflow automation with Zoho Deluge Functions — send alert on quote stage movement.
3.11. **Freshsales**
• Feature/Setting: Automations/Workflow Rules — configure to send internal alerts on quote status change.
3.12. **Trello**
• Feature/Setting: Power-Ups and Webhooks — automated card comment or push notification for sales board.
3.13. **Asana**
• Feature/Setting: Rules Engine — set rule to post comment or send notification when task (quote) is updated.
3.14. **ClickUp**
• Feature/Setting: Automations — automate notification on list/task (quote) status change.
3.15. **Discord**
• Feature/Setting: Incoming Webhook — send automated message to sales channel when a quote is modified.
3.16. **Telegram**
• Feature/Setting: Bot API — automate push messages to group or user upon quote update.
3.17. **WhatsApp Business API**
• Feature/Setting: Automated outgoing message upon quote field update via WhatsApp API.
3.18. **Google Chat**
• Feature/Setting: Google Chat Webhooks — send automated status alert to sales spaces.
3.19. **Microsoft Outlook**
• Feature/Setting: Outlook Mail API — automate event-driven email alerts to sales team members.
3.20. **Zendesk**
• Feature/Setting: Triggers and Automations — notify sales via Zendesk ticket or email on quote life-cycle changes.
3.21. **Intercom**
• Feature/Setting: Custom Bots — automate “Quote Updated” messages to sales agent inboxes.
**Benefits**
4.2. Reduces human error through reliable, automatable, and timely communications directly to sales teams.
4.3. Provides a clear, audit-trail for automating compliance with foundry sector regulations and internal standards.
4.4. Automator increases sales agility, opportunity conversion, and customer experience by ensuring no status change is missed.
4.5. Enables automating escalations and follow-ups based on business logic, driving consistent sales performance.