Projekt 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.

n8n-style workflow from quote request to reminders and a call task

Three emails in the sequence: quote on day 0, reminders on day 3 and day 7

CRM pipeline with automated steps and the activity log of one deal

Problem

Co rozwiązuje

Quotes go out, but follow-ups depend on each salesperson’s memory. In busy weeks, nobody chases them.

Najtrudniejsza część

Co musiało się zgadzać

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.

W środku

Co robi

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

Co dostaje właściciel

Every quote followed up the same way, and sales time spent on clients who answered.

Technologie

n8n
Pipedrive API
Gmail API
PDF templates
Slack

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Znajdź najszybszą drogę do efektu.

Jasne priorytety. Konkretny pierwszy krok. Bez technicznego żargonu.

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