ActiveCampaign + Quotient
"update deals in ActiveCampaign when new quotes are sent in Quotient"
When a quote is sent via Quotient, this workflow enables timely updates on ActiveCampaign to keep your deals always up-to-date. This ensures accurate information is always available for improved business operations and decision-making, saving you time and reducing the risk of error. It creates an efficient communication pathway between Quotient and ActiveCampaign.
When a quote is sent via Quotient, this workflow enables timely updates on ActiveCampaign to keep your deals always up-to-date. This ensures accurate information is always available for improved business operations and decision-making, saving you time and reducing the risk of error. It creates an efficient communication pathway between Quotient and ActiveCampaign.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Update Deal
Updates an existing deal.
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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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
