Bigin by Zoho CRM + Quotient
Create new contacts in Bigin by Zoho CRM when quotes are sent in Quotient
Streamline your sales communication and customer data management with this effective workflow. When a quote gets sent in Quotient, a new contact will be immediately created in Bigin by Zoho CRM. Spend less time on manual data entry and more on nurturing your customer relationships, as this process integration ensures your CRM is always up-to-date with your latest business interactions.
Streamline your sales communication and customer data management with this effective workflow. When a quote gets sent in Quotient, a new contact will be immediately created in Bigin by Zoho CRM. Spend less time on manual data entry and more on nurturing your customer relationships, as this process integration ensures your CRM is always up-to-date with your latest business interactions.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
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
