Gmail + Quotient integrations
Send email through Gmail when customers view quotes in Quotient
Stay on top of your customer interactions with an automated workflow that makes follow-ups easier. When a customer reviews a quote in Quotient, this workflow ensures a subsequent email is sent to them through Gmail. This seamless process saves you time and guarantees prompt communication, enhancing your customer service and engagement.
- When this happens...Customer Viewed QuoteTriggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
- automatically do this!Send EmailTriggers when a new email appears in the specified mailbox.
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More things you can do with Quotient and Gmail
Discover other triggers and actions you can use with Quotient and Gmail
- 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
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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