At my company we are working to automate our quote followup process. We have a quote followup sequence I have made (attached) that works, but we are attempting to automate it even further by having our sequence automatically start when a sales rep sends the quote to a customer. The other option is to create a workflow that triggers when a quote is sent to a customer which then triggers the sequence.
Any help is greatly appreciated, I am quite new to Hubspot and everything that is involved with it.
