Interact + Quotient
Create Quotient leads from new Interact leads for seamless lead management
Save time and streamline your sales process with this automated workflow. When a new lead is captured in the Interact app, it instantly creates a lead in the Quotient app. This seamless integration helps ensure you never miss an opportunity to follow up on a potential customer and keeps your sales pipeline organized and up-to-date.
Save time and streamline your sales process with this automated workflow. When a new lead is captured in the Interact app, it instantly creates a lead in the Quotient app. This seamless integration helps ensure you never miss an opportunity to follow up on a potential customer and keeps your sales pipeline organized and up-to-date.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Lead
Creates a new Lead.
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QuizRequired
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
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 ($)
