Google Sheets + Quotient
Create rows in Google Sheets for new Quotient quotes sent
Easily track your sent quotes from Quotient with this seamless workflow. Whenever a quote is sent in the Quotient app, a new row will be created in your Google Sheets spreadsheet with all the relevant information. Stay organized and never lose track of your quotes again with this efficient automation.
Easily track your sent quotes from Quotient with this seamless workflow. Whenever a quote is sent in the Quotient app, a new row will be created in your Google Sheets spreadsheet with all the relevant information. Stay organized and never lose track of your quotes again with this efficient automation.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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 ($)
