ShopMagic & YITH Quote Automation
Standard workflow automation tools often hit limits when trying to connect multiple specialized plugins. We builds native custom connections between ShopMagic and YITH Request a Quote to enable intelligent, multi-day follow-up emails for B2B quote inquiries.
Case Study Keywords
Primary Impact
Project Type
The Pending Quote Problem
The sales team was losing time manually tracking pending quotes sent via YITH Request a Quote. While ShopMagic handles general follow-ups well, it doesn't natively know about YITH’s specific quote statuses. The requirement was to automate personalized nudges on a 32-day schedule, complete with dynamic one-click Accept/Reject links directly inside the emails.
- No native connection between ShopMagic and YITH Request a Quote.
- Sales teams spending hours daily checking quote statuses manually.
- Lack of dynamic buttons for 1-click status changes inside emails.
Technical Solution: Automatic Follow-up System
We built a custom sync system designed specifically to check pending quote statuses in WooCommerce on an automated schedule. This allows for personalized follow-up emails that drive sales without any manual work.
Safe Testing & Launch
We deployed the system directly onto a safe staging site for testing. By optimizing how the system checks for quotes, we ensured that the automated sweeps wouldn't slow down the main site. The client kept full control over how the emails look using the standard builder while relying on our background system to trigger the messages flawlessly.
Case Study Results
The custom connection transformed an entirely manual 32-day sales cycle into a frictionless operation. B2B buyers now receive beautifully timed reminders with secure one-click buttons — rapidly increasing quote conversion without any ongoing manual work.
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