Connecteam + Quotient integrations
Create jobs in Connecteam from newly accepted quotes in Quotient
When a quote is accepted in Quotient, this workflow instantly creates a job in Connecteam. It saves you the hassle of manual data entry, ensuring your Connecteam jobs remain updated with your Quotient activities. This seamless process keeps your operations efficient and your team coordinated.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create JobCreates a new job in the app.
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More things you can do with Quotient and Connecteam
Discover other triggers and actions you can use with Quotient and Connecteam
- 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
Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
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Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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