Insightly + Quotient
Create new records in Insightly when quotes are accepted in Quotient
Streamline your client management process with this efficient workflow. When an accepted quote is finalized in Quotient, a corresponding record gets created in Insightly instantly. This automation keeps your CRM up-to-date, ensuring no important client information falls through the cracks, while saving you time on manual data entry.
Streamline your client management process with this efficient workflow. When an accepted quote is finalized in Quotient, a corresponding record gets created in Insightly instantly. This automation keeps your CRM up-to-date, ensuring no important client information falls through the cracks, while saving you time on manual data entry.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- 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 ($)
