Work 5Windows & doors
Quote follow-up emails that send themselves
Every quote request gets a PDF, two polite reminders and, if needed, a call task for sales. The sequence stops the moment the client replies.
The problem
What it solves
Quotes go out, but follow-ups depend on each salesperson’s memory. In busy weeks, nobody chases them.
The tricky part
What had to be right
Detecting replies reliably, because clients answer from another address or simply call. Before sending anything, the workflow checks the email thread, CRM activity and manual status changes.
Inside
What it does
- Trigger: website form, then a new deal in Pipedrive
- PDF quote from a template, emailed within minutes
- Reminders on day 3 and day 7 with personal fields taken from the CRM
- Stops on reply (inbox and CRM checked) and notifies the salesperson in Slack
- Silent after two reminders: a call task for the deal owner
- Working-days schedule, unsubscribe link and consent check
What the owner gets
Every quote followed up the same way, and sales time spent on clients who answered.
Built with
- n8n
- Pipedrive API
- Gmail API
- PDF templates
- Slack
More work
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