Create deals in Zendesk Sell for every new quote in Jobber
When a new quote is created in Jobber, leverage this workflow to initiate a deal in Zendesk Sell straightaway. It's an efficient way of maintaining a pipeline of potential opportunities directly from your quotes. This setup will let you swiftly convert new proposals into actionable tasks in Zendesk Sell, enhancing your sales process without any manual input.
When a new quote is created in Jobber, leverage this workflow to initiate a deal in Zendesk Sell straightaway. It's an efficient way of maintaining a pipeline of potential opportunities directly from your quotes. This setup will let you swiftly convert new proposals into actionable tasks in Zendesk Sell, enhancing your sales process without any manual input.
- When this happens...New Quote
Triggers when a quote is created.
- automatically do this!Create Deal
Creates a new deal.
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