Handi-Ramp · Zoho CRM

YR Auto Follow-Up Email Sequence — Process Flow

v2 · April 2026 · Three simultaneous cadences, staggered by delay
Enrollment & Execution Flow
— ENROLLMENT TRIGGERS — Trigger A Opp stage changes + YR Quote exists Stage → Qualifying 10, Needs Analysis 20, or Proposal 50 Quote with YR product must already exist Trigger B New Quote with YR product created Quote saved on an existing Opportunity at a qualifying stage Handles rep who creates deal first, quote second — ENROLLMENT GATE — Quote has product containing "Yard Ramp" or "Yardramp"? Deluge reads all Quote line items · excludes van ramps, CVR, modular, crossovers NO Not a YR deal Exit silently YES Auto Follow-Up Emails = checked? NO Status → Opted Out YES Set Email Sequence Status → Active Enroll in Cadence 1, Cadence 2, and Cadence 3 simultaneously Staggered delays handle sequencing — all 3 cadences start their timers at the same moment — THREE SIMULTANEOUS CADENCES (delays determine order) — CADENCE 1 — EMAIL 1 ⏱ Delay: 3 days from enrollment 📧 Send Email 1 "Has your loading situation changed?" From: [email protected] CADENCE 2 — EMAIL 2 ⏱ Delay: 6 days from enrollment 📧 Send Email 2 "Renting or buying a yard ramp can solve loading problems fast" From: [email protected] CADENCE 3 — EMAIL 3 ⏱ Delay: 10 days from enrollment 📧 Send Email 3 "Let us Know if We Can Help With Your Yard Ramp Needs" From: [email protected] — NATURAL COMPLETION — All 3 emails sent · No reply received Zoho sets status → Complete automatically — EXIT PATHS (unenroll all 3 cadences) — 🏁 Deal Closes Stage → Closed Won or Lost Function: yr_close_email_sequence Status → Complete 🚫 Rep Opts Out Uncheck Auto Follow-Up Emails Function: yr_opt_out_email_sequence Status → Opted Out 💬 Prospect Replies Reply goes to rep inbox directly Rep manually unchecks box to stop No auto-detection — manual opt-out required — REP ACTIVITY RESET (unenroll all 3 · re-enroll all 3 · resets all timers) — 🔁 Rep Activity Detected → Reset All Timers Unenroll from all 3 cadences → re-enroll all 3 immediately → delays restart from zero 📞 Call logged YR Rep Activity Reset - Calls ✅ Task completed YR Rep Activity Reset - Tasks 📤 Outbound email sent by rep YR Rep Activity Reset - Emails — EMAIL SEQUENCE STATUS FIELD — Not Started Deal not yet enrolled — no qualifying quote or stage Active All 3 cadences running — emails will fire on schedule Opted Out Rep unchecked Auto Follow-Up Emails — all cadences stopped Complete All 3 emails sent with no reply, or deal closed Won/Lost — KEY RULES — 📌 Forward-only: Existing deals never retroactively enrolled. New deals and stage changes only. 📌 Opt-out default: Auto Follow-Up Emails checkbox is checked by default — system is opt-out. 📌 Sender: All emails send from [email protected] · Reply-to = current deal owner's email. 📌 Rep reassignment: Sequence continues. Reply-to updates automatically to new owner. 📌 Manual restart: Rep manually re-enrolls in all 3 cadences in Zoho + sets Status = Active. 📌 Dupe protection: Zoho cadence native — prevents enrolling same contact twice simultaneously. — LEGEND — Trigger / Start Decision / Gate Email Send / Cadence Complete Stopped / Exit Manual action required
Architecture Notes
Why three separate cadences? Zoho only supports restart-from-beginning on multi-step cadences. Using three single-step cadences enrolled simultaneously — with staggered delays — gives full independent control over each email's timing and allows the rep activity reset to restart all timers simultaneously.
Reply detection is manual. Emails send from [email protected] with reply-to set to the deal owner. Replies go directly to the rep's inbox — Zoho does not auto-detect these. The rep must manually uncheck Auto Follow-Up Emails to stop the sequence after a reply.
Rep activity reset resets ALL timers. When a rep logs a call, completes a task, or sends a manual email, the system unenrolls from all 3 cadences and immediately re-enrolls — restarting the delay clock on every email that hasn't yet fired. If Email 1 already sent, it will not re-send.
Zoho workflow rules do not fire on Deluge field changes. Status field changes made inside Deluge functions will not trigger workflow rules watching that field. All chaining logic is handled inside Deluge directly.
Handi-Ramp · YR Email Automation · Process Flow v2 · April 2026