Bigin by Zoho CRM + Quotient
Create pipeline records in Bigin by Zoho CRM when quotes are declined in Quotient
Automate your sales process by instantly creating a new pipeline record in Bigin by Zoho CRM when a quote is declined in Quotient. This simplifies your workflow and ensures real-time tracking of lead behavior, benefiting your CRM management and lead conversion strategy. Don't miss any opportunities - stay updated and responsive with this efficient automation.
Automate your sales process by instantly creating a new pipeline record in Bigin by Zoho CRM when a quote is declined in Quotient. This simplifies your workflow and ensures real-time tracking of lead behavior, benefiting your CRM management and lead conversion strategy. Don't miss any opportunities - stay updated and responsive with this efficient automation.
- When this happens...Quote Declined
Triggers when a Quote is Declined.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
- 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
