LeadConnector + Quotient
Create and update LeadConnector opportunities when new questions are asked in Quotient
This workflow springs into action when a customer poses a question in the Quotient app, and subsequently updates or adds a new opportunity in LeadConnector. It's a time-efficient way to manage your leads and ensure no query slips through the cracks. Perfect for businesses aiming to swiftly respond to customer inquiries while maintaining a robust lead management process.
This workflow springs into action when a customer poses a question in the Quotient app, and subsequently updates or adds a new opportunity in LeadConnector. It's a time-efficient way to manage your leads and ensure no query slips through the cracks. Perfect for businesses aiming to swiftly respond to customer inquiries while maintaining a robust lead management process.
- When this happens...Customer Asked Question
Triggers when a Customer asks a New Question.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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 ($)
