Google Sheets + Quotient
Record viewed Quotient quotes in new Google Sheets rows
When a customer views a quote in Quotient, save that interaction to your Google Sheets in real-time with this convenient automation workflow. It captures each quote view and instantly adds a new row detailing the event in your selected Google Sheets document. Stay organized, and always keep your data up to date with this straightforward, marketing-oriented workflow.
When a customer views a quote in Quotient, save that interaction to your Google Sheets in real-time with this convenient automation workflow. It captures each quote view and instantly adds a new row detailing the event in your selected Google Sheets document. Stay organized, and always keep your data up to date with this straightforward, marketing-oriented workflow.
- When this happens...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.
- 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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
