Capsule CRM + Quotient
Create new opportunities in Capsule CRM when customers view quotes in Quotient
Streamline your sales process with this automated workflow. When a customer views a quote in Quotient, it immediately prompts the creation of a new opportunity within your Capsule CRM. This streamlined process not only saves you time but also ensures efficient follow-ups and enhances your sales conversion rate. Experience business growth by capitalizing on customer interactions without having to manually track and record each step.
Streamline your sales process with this automated workflow. When a customer views a quote in Quotient, it immediately prompts the creation of a new opportunity within your Capsule CRM. This streamlined process not only saves you time but also ensures efficient follow-ups and enhances your sales conversion rate. Experience business growth by capitalizing on customer interactions without having to manually track and record each step.
- When this happens...Customer 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.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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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 ($)
