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.
- When this happens...Quote SentTriggers when a New Quote is first Sent.
- automatically do this!Create or Update ContactCreates a new contact, or updates an existing contact.
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More things you can do with Quotient and ActiveCampaign
Discover other triggers and actions you can use with Quotient and ActiveCampaign
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
Related Zap Templates
- Create tracked events in ActiveCampaign for new customer questions in Quotient
- Create tracked events in ActiveCampaign when new quotes are accepted in Quotient
- Create Quotient leads when new ActiveCampaign contacts are added to a list
- Create or update ActiveCampaign contacts when new quotes are accepted in Quotient
- Add declined Quotient quotes to ActiveCampaign automation as contacts






