Formsite + Quotient
Create Quotient leads from new Formsite form results
Enhance your sales process by connecting Formsite to Quotient with this efficient workflow. Whenever a new form result is submitted in Formsite, a lead will be created in Quotient, making it easier to manage potential customers and save time on manual data entry. Stay organized and streamline your lead management with this powerful automation.
Enhance your sales process by connecting Formsite to Quotient with this efficient workflow. Whenever a new form result is submitted in Formsite, a lead will be created in Quotient, making it easier to manage potential customers and save time on manual data entry. Stay organized and streamline your lead management with this powerful automation.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Lead
Creates a new Lead.
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- 14 day trial for premium features & apps
FormRequired
Try ItQuote 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
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 ($)
