Google Sheets + Quotient
Create multiple rows in Google Sheets each time a new quote is sent in Quotient
Stay organized and save time with this efficient workflow between Quotient and Google Sheets. Once a quote is sent through Quotient, multiple rows will instantly populate in your Google Sheets spreadsheet. This streamlined automation not only keeps track of your work in one convenient location, but also eliminates the need for manual data entry, leaving you with more time to focus on essential tasks.
Stay organized and save time with this efficient workflow between Quotient and Google Sheets. Once a quote is sent through Quotient, multiple rows will instantly populate in your Google Sheets spreadsheet. This streamlined automation not only keeps track of your work in one convenient location, but also eliminates the need for manual data entry, leaving you with more time to focus on essential tasks.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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 ($)
