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Quote nudge by SMS 48 hours after a quote is sent and not viewed

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Deal8 stepsUpdated for HubSpot seat pricing
OutcomeA buyer who has not opened a quote after 48 hours gets one short SMS pointing to the email that carries it, and the deal owner gets a task when the SMS cannot be sent.
Workflow mapmessaging-006
Quote sent at stamped on deal leads to Delay 48 hours. Delay 48 hours leads to Quote still not viewed and deal open. Quote still not viewed and deal open leads to No: End; Yes: Contact opted in to SMS and marketing contact and US number. Contact opted in to SMS and marketing contact and US number leads to Yes: Send SMS to associated contact; No: Create call task for deal owner. Send SMS to associated contact leads to Stamp nudge sent on deal and last SMS on contact. No Yes Yes No Quote sent at stamped on deal Delay 48 hours Quote still not viewed and deal open End Contact opted in to SMS and marketing contact and US number Send SMS to associated contact Create call task for deal owner Stamp nudge sent on deal and last SMS on contact
Quote sent at stamped on deal leads to Delay 48 hours. Delay 48 hours leads to Quote still not viewed and deal open. Quote still not viewed and deal open leads to No: End; Yes: Contact opted in to SMS and marketing contact and US number. Contact opted in to SMS and marketing contact and US number leads to Yes: Send SMS to associated contact; No: Create call task for deal owner. Send SMS to associated contact leads to Stamp nudge sent on deal and last SMS on contact. No Yes Yes No Quote sent at stamped on deal Delay 48 hours Quote still not viewed and deal open End Contact opted in to SMS and marketing contact and US number Send SMS to associated contact Create call task for deal owner Stamp nudge sent on deal and last SMS on contact

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it when quotes sit unopened because the email was missed, and the buyer gave a mobile number and SMS consent during the sales process.
  • Use it next to sales-ops-009, which creates the manual follow-up task after 3 days. This fiche is the automated nudge one day earlier.
Read more on when to use itShow less

Skip it

  • Do not use it when quotes are sent as PDF exports. View tracking only fires on the live quote link, so every PDF quote would look unviewed.
  • Do not use it for buyers outside the US. Native Marketing SMS only reaches US numbers that start with +1 and contain 11 digits. For other countries, use the app action in messaging-018.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 9 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 8 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 5 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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Read the free SMS and WhatsApp spec

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More in SMS and WhatsApp

25 specs in this section

See all 25 This category, 39 EUR
FreeAppointment reminder by SMS 24 hours before a booked meeting, opted-in contacts onlyContact10 steps SMS outside the US or without the add-on: an app action (Aircall, Sakari, Salesmsg, Dialpad) in place of Send SMS messageContact12 steps Capture SMS consent from a form checkbox into the SMS subscription type with a legal basisContact8 steps Frequency cap: stamp the last SMS and last WhatsApp sent on the contact and block a second send within seven daysContact11 steps

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