Bigin by Zoho CRM + Quotient
Create pipeline records in Bigin by Zoho CRM when new quotes are accepted in Quotient
When a quote is accepted in Quotient, this workflow makes it seamless to create a pipeline record in Bigin by Zoho CRM. This ensures that all your accepted quotes are swiftly progressed to the next stage in your pipeline, simplifying your sales process and freeing up time for more important tasks. The integration between Quotient and Bigin by Zoho CRM aids in maintaining an efficient sales pipeline.
When a quote is accepted in Quotient, this workflow makes it seamless to create a pipeline record in Bigin by Zoho CRM. This ensures that all your accepted quotes are swiftly progressed to the next stage in your pipeline, simplifying your sales process and freeing up time for more important tasks. The integration between Quotient and Bigin by Zoho CRM aids in maintaining an efficient sales pipeline.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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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
