Insightly + Quotient
Insightly + Quotient
Insightly + Quotient integrations
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.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create RecordCreates a Record
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More things you can do with Quotient and Insightly
Discover other triggers and actions you can use with Quotient and Insightly
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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