Bigin by Zoho CRM + Quotient
Send Quotient quotes and create pipeline records in Bigin by Zoho CRM
Initiate a streamlined process in your sales pipeline when a quote is sent from Quotient. This workflow creates a new pipeline record in Bigin by Zoho CRM each time a quote is dispatched in Quotient, simplifying your sales tracking and enhancing customer relation management. Utilize this automation to save time and ensure no potential lead slips through the cracks.
Initiate a streamlined process in your sales pipeline when a quote is sent from Quotient. This workflow creates a new pipeline record in Bigin by Zoho CRM each time a quote is dispatched in Quotient, simplifying your sales tracking and enhancing customer relation management. Utilize this automation to save time and ensure no potential lead slips through the cracks.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- 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
