Capsule CRM + Quotient
"create tasks in Capsule CRM when new quotes are accepted in Quotient"
Stay on top of your tasks in Capsule CRM everytime a quote gets accepted in Quotient. This workflow starts when you accept a quote in Quotient, then creates a brand-new task in Capsule CRM, so you can easily track your progress. Make your work smoother and more efficient with this seamless integration.
Stay on top of your tasks in Capsule CRM everytime a quote gets accepted in Quotient. This workflow starts when you accept a quote in Quotient, then creates a brand-new task in Capsule CRM, so you can easily track your progress. Make your work smoother and more efficient with this seamless integration.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Task
Creates a new Task.
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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 ($)
