Empiraa + Quotient
Empiraa + Quotient
Empiraa + Quotient integrations
Update financial objectives in Empiraa when new quotes are won in Quotient
When a new quote is marked as won in Quotient, this Zap adds the quote amount to a financial objective in Empiraa. It's perfect for sales and finance teams tracking closed revenue and keeping strategic financial targets up to date automatically.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Add to a Financial ObjectiveAdding to a value to a financial objective, this adds to the values in Empiraa already set.
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More things you can do with Quotient and Empiraa
Discover other triggers and actions you can use with Quotient and Empiraa
- 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
Related categories
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Related categories