ActiveCampaign + Quotient
Create or update ActiveCampaign contacts when new Quotient quotes are sent
Effortlessly maintain an organized contact list with this Quotient to ActiveCampaign automation. Whenever you send a quote using Quotient, this workflow will create or update the corresponding contact in ActiveCampaign, ensuring your records remain up to date. Eliminate manual data entry and streamline your quoting and contact management process.
Effortlessly maintain an organized contact list with this Quotient to ActiveCampaign automation. Whenever you send a quote using Quotient, this workflow will create or update the corresponding contact in ActiveCampaign, ensuring your records remain up to date. Eliminate manual data entry and streamline your quoting and contact management process.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
