Best practice E-Mail automation for proposal sent follow up?

KarstenL Member Posts: 4
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edited April 24 in Workflow Automation #1


Whats the best way to create an automation that automatically sends follow up emails after a proposal has been sent to the contact.

The automation has to be manually stoppable.

The trigger "E-Mail answered" is not good enough, since the trigger could also be a phonecall, a meeting, an appointment-booking etc.

I am thinking about

a) Creating a separate proposal pipeline and activate/deactivate the E-Mail automation via stages.

b) Triggering the automation via a custom field.

c) Triggering the automation via a Tag.

What are your ideas?


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