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  • Quotient logoQuotient logo

Pipedrive + Quotient

Update Pipedrive deals when new Quotient quotes are sent

When a quote is sent from your Quotient account, ensure your Pipedrive deals stay up-to-date with this workflow. This seamless integration updates the relevant deals in your Pipedrive account whenever a new quote is issued in Quotient, eliminating the need for manual entry and helping you maintain accurate, real-time records. Boost your efficiency, accuracy and achieve an organized sales process with this easy-to-implement solution.

When a quote is sent from your Quotient account, ensure your Pipedrive deals stay up-to-date with this workflow. This seamless integration updates the relevant deals in your Pipedrive account whenever a new quote is issued in Quotient, eliminating the need for manual entry and helping you maintain accurate, real-time records. Boost your efficiency, accuracy and achieve an organized sales process with this easy-to-implement solution.

  1. When this happens...
    QuotientQuotient
    Quote Sent

    Triggers when a New Quote is first Sent.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer Viewed Quote

    Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • Activity filterRequired

    Trigger
    Polling
    Try It
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Triggers & Actions