HubSpot + Quotient
Create new HubSpot contacts when quotes are viewed in Quotient
Seamlessly keep track of quotes in Quotient that your customers have viewed. With this workflow, a new contact is created in HubSpot, recording the useful information for enhancing your sales strategy and nurturing effective customer relations. Enjoy an organized data management system working efficiently, allowing you more time for impeccable customer service.
Seamlessly keep track of quotes in Quotient that your customers have viewed. With this workflow, a new contact is created in HubSpot, recording the useful information for enhancing your sales strategy and nurturing effective customer relations. Enjoy an organized data management system working efficiently, allowing you more time for impeccable customer service.
- 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 Contact
Creates a Contact in HubSpot.
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- 14 day trial for premium features & apps
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 ($)
