Microsoft Excel + Quotient
Add new Quotient customer questions to Microsoft Excel rows as a table entry
When a customer asks a question in Quotient, this workflow steps in to seamlessly add a new row to your Microsoft Excel table. It's an efficient solution that allows you to keep track of customer inquiries, helping you maintain an organized and responsive customer service approach. No need for manual data entry; let this automation take care of customer query documentation straight away.
When a customer asks a question in Quotient, this workflow steps in to seamlessly add a new row to your Microsoft Excel table. It's an efficient solution that allows you to keep track of customer inquiries, helping you maintain an organized and responsive customer service approach. No need for manual data entry; let this automation take care of customer query documentation straight away.
- When this happens...Customer Asked Question
Triggers when a Customer asks a New Question.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
