Nurture campaign based on quote lost/won status

Purpose

1. Automate nurture campaigns triggered by quote lost/won status to continuously engage clients, retain prospects, and improve closure rates.

2. Automatedly send tailored follow-ups, re-engagement, or congratulatory messages based on sales outcomes specific to drafting equipment supply.

3. Automating segmentation, messaging, reminders, and feedback collection based on dynamic sales pipeline statuses.

4. Leverage automation to maximize cross-sell and upsell opportunities in wholesale drafting supplies.

5. Support account-based marketing through customized workflows for each deal outcome (won/lost).

Trigger Conditions

1. Automate campaign when CRM (e.g., Salesforce, HubSpot) marks quote as “Won” or “Lost.”

2. Triggered via webhook, API call, or status change field in sales pipeline.

3. Automatic triggering upon updating opportunity or quote record.

4. Automates based on manually or automatically changed quote status.

Platform Variants

1. Salesforce

• Feature/Setting: Process Builder/Flow – configure trigger: “Opportunity – Stage equals Closed Won/Lost.”

2. HubSpot

• Feature/Setting: Workflows – automate based on "Deal Stage is any of Closed Won or Closed Lost."

3. Microsoft Dynamics 365

• Feature/Setting: Power Automate – create flow: “When a record is updated (Opportunity status).”

4. Zoho CRM

• Feature/Setting: Workflow Rules – “Trigger on Deal Stage change to Closed Won/Lost.”

5. Pipedrive

• Feature/Setting: Automation – “Deal moved to Won/Lost stage, send follow-up sequence.”

6. ActiveCampaign

• Feature/Setting: Automations – “Trigger by deal status change API/webhook.”

7. Mailchimp

• Feature/Setting: Integrate with CRM – commence campaign using “Tag/Segment based on deal outcome.”

8. SendGrid

• Feature/Setting: API – Automate transactional/scheduled emails for win/loss events.

9. Twilio SMS

• Feature/Setting: API endpoint – automate SMS on quote outcome with template variables.

10. Slack

• Feature/Setting: Incoming Webhook – automate channel/message notification on status update.

11. Google Sheets

• Feature/Setting: Google Apps Script – automate row addition or update with quote result.

12. Airtable

• Feature/Setting: Automations – “When record updated, send nurture campaign.”

13. Monday.com

• Feature/Setting: Automations – “Status column changes, start custom workflow.”

14. Intercom

• Feature/Setting: Automated Messages – “Send message when deal status updated via API.”

15. Freshsales

• Feature/Setting: Workflow Automations – trigger on deal closing status.

16. Keap (Infusionsoft)

• Feature/Setting: Automation Builder – apply sequence on Won/Lost pipeline outcome.

17. Marketo

• Feature/Setting: Smart Campaigns – automate emails/tasks triggered by Salesforce sync.

18. Gmelius

• Feature/Setting: Shared Workflows – automate Gmail sequences per pipeline change.

19. Asana

• Feature/Setting: Rules – automate project task creation/note when quote lost/won.

20. Copper CRM

• Feature/Setting: Workflow Automation – “Stage moved to won/lost, trigger next actions.”

Benefits

1. Automates timely personalized nurture for every lead, winning back lost opportunities.

2. Reduces manual intervention, scaling outreach for drafting equipment suppliers.

3. Ensures no client or prospect leaks from the pipeline post-quote stage.

4. Increases sales and repeat business through automated follow-ups and offers.

5. Enables holistic, consistent messaging automatically, raising brand reliability and recall.

6. Data-driven automation enables real-time insights to optimize future marketing strategies.

7. Accelerates business growth with automatable and trackable engagement sequences.