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Enroll contact in a short follow-up sequence when quote is viewed but not signed after 5 days

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

Enterprise

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

Quote5 stepsUpdated for HubSpot seat pricing
OutcomeA buyer who opened a quote and then went quiet for five days gets a short, pre-written nudge sequence automatically, instead of waiting on the rep to notice and reach out.
Workflow mapsales-ops-010
Quote status changes to Viewed leads to Delay 5 days. Delay 5 days leads to Quote status still Viewed?. Quote status still Viewed? leads to Yes: Enroll associated contact in Quote Viewed - Nudge sequence; No: End, no action. Enroll associated contact in Quote Viewed - Nudge sequence leads to Set Quote nudge sequence enrolled date. Yes No Quote status changes to Viewed Delay 5 days Quote status still Viewed? Enroll associated contact in Quote Viewed - Nudge sequence End, no action Set Quote nudge sequence enrolled date
Quote status changes to Viewed leads to Delay 5 days. Delay 5 days leads to Quote status still Viewed?. Quote status still Viewed? leads to Yes: Enroll associated contact in Quote Viewed - Nudge sequence; No: End, no action. Enroll associated contact in Quote Viewed - Nudge sequence leads to Set Quote nudge sequence enrolled date. Yes No Quote status changes to Viewed Delay 5 days Quote status still Viewed? Enroll associated contact in Quote Viewed - Nudge sequence Set Quote nudge sequence enrolled date End, no action

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 for quotes sent through the native quote tool where view and signature status are tracked reliably.
  • Use it when your typical quote-to-decision window is close to five days; adjust the delay if your sales cycle is faster or slower.
Read more on when to use itShow less

Skip it

  • Do not use it if the buyer contact does not have a real HubSpot owner with sequences access; the enroll action needs a sender.
  • Do not stack this on top of sales-ops-001 without checking for overlap; a contact can only be in one sequence at a time, so a contact still mid another sequence will simply be skipped here.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 6 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 · 5 numbered actions

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

Known pitfalls · 4

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

Test plan and UAT script · 3 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 lists the fields to create. The workflow JSON documents the build.

Install · By hand

This workflow runs on the quote object, where the one-click installer does not create workflows. Build it from the spec; the one-click installer does not cover it.

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