Skip to main content

​
What are Workflows?

Workflows automate lead communication in Flashquotes with intelligent email sequences. The platform offers two workflow triggers: Quote Requested workflows that engage leads immediately after form submission, and Quote Sent workflows that follow up after you send quotes.

​
Available Features

  • Quote Requested Workflows: Automatically engage leads the moment they submit your lead intake form
  • Quote Sent Workflows: Customizable email sequence for quote follow-ups (starts with 7 pre-configured steps)
  • Flexible Workflow Management: Add, edit, or delete workflow steps to match your sales process
  • Automated Timing: Configure follow-up intervals optimized for your business
  • Dynamic Content: Shortcodes automatically insert quote and lead details
  • Email Templates: Pre-built templates for Quote Sent workflows, fully customizable for Quote Requested
  • Gmail Integration: Choose which connected Gmail account sends workflow emails
  • Resume Capability: Restart stopped workflows when leads re-engage

​
How It Works

Quote Requested Workflows:
  1. Create a workflow with the Quote Requested trigger
  2. Add custom email steps for initial lead engagement
  3. Publish the workflow
  4. Leads are automatically enrolled when they submit your lead intake form
Quote Sent Workflows:
  1. When sending a quote, toggle “Enroll in workflow” to activate the sequence
  2. Leads automatically receive follow-up emails over 30 days
  3. Each email uses customizable templates with your quote details

​
What’s Included

Quote Requested workflows help you:
  • Acknowledge quote requests immediately
  • Build trust while preparing quotes
  • Set expectations about your process
  • Share your company story early
Quote Sent workflows include:
  • Welcome email (immediate)
  • Follow-up reminders (scheduled intervals)
  • Booking encouragement messages
  • Final opportunity emails

​
Next Steps