{"id":928,"date":"2025-07-16T14:51:24","date_gmt":"2025-07-16T14:51:24","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=928"},"modified":"2025-07-16T17:39:31","modified_gmt":"2025-07-16T17:39:31","slug":"creating-workflow-and-sequence-to-automate-deals-and-quote-followup","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/07\/16\/creating-workflow-and-sequence-to-automate-deals-and-quote-followup\/","title":{"rendered":"Creating Workflow and Sequence to Automate Deals and Quote Followup"},"content":{"rendered":"<p><P>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.\u00a0<BR \/><BR \/><\/P><P>Any help is greatly appreciated, I am quite new to Hubspot and everything that is involved with it.<\/P><P><span class=\"lia-inline-image-display-wrapper lia-image-align-inline\" style=\"width: 400px\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" role=\"button\" title=\"RHamm_0-1752677295728.png\" alt=\"RHamm_0-1752677295728.png\" class=\"lazyload\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2025\/07\/medium-7\"><\/span><\/P><P>\u00a0<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":930,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/928"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=928"}],"version-history":[{"count":2,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/928\/revisions"}],"predecessor-version":[{"id":931,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/928\/revisions\/931"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media\/930"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=928"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=928"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=928"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}