Outcome. A rep gets a task to manually nudge the buyer when a sent quote sits unopened for three days, instead of a forgotten quote quietly aging in the pipeline.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-009
flowchart TD
A[Quote status changes to Sent] --> B[Delay 3 days]
B --> C{Quote status still Sent?}
C -->|Yes| D[Create follow-up task for deal owner]
D --> E[Notify deal owner]
E --> F[Set Quote unviewed nudge date]
C -->|No| G[End, no action]
When to use it, when not to
- UseUse it for quotes sent through the native HubSpot quote tool, where view tracking fires reliably.
- UseUse it when reps currently forget to follow up on quotes nobody has opened.
- SkipDo not use it if buyers regularly receive quotes as a forwarded PDF export instead of opening the live HubSpot-hosted link; view tracking only fires on the live link, see sales-ops-004's known pitfalls for the same limitation.
- SkipDo not use a flat 3-day window for fast-moving deals where a quote's real shelf life is a day or two; shorten the delay or use the Wait until variant instead.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.6 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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