Insightly + Quotient
Create new Insightly records when quotes are sent in Quotient
Streamline your sales pipeline with this handy integration. When a quote is sent through Quotient, a corresponding record is instantly created in Insightly. Not only does this save you the effort of manual data entry, but it supports efficient information tracking and management, making your sales process smooth and effective.
Streamline your sales pipeline with this handy integration. When a quote is sent through Quotient, a corresponding record is instantly created in Insightly. Not only does this save you the effort of manual data entry, but it supports efficient information tracking and management, making your sales process smooth and effective.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Record
Creates a Record
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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 ($)
