Create or update Chiirp contacts when new Quotient quotes are accepted
Streamline your customer management process with this efficient workflow. When a quote gets accepted in Quotient, it immediately creates or updates a contact in Chiirp. This ensures immediate facilitation of accepted quotes and accurate, up-to-date customer records in your Chiirp app. Enjoy the ease of this seamless transition and keep focusing on growing your business.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create or Update ContactCreates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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More things you can do with Quotient and Chiirp
Discover other triggers and actions you can use with Quotient and Chiirp
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite



