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LeadConnector + Quotient

Add new leads to a campaign in LeadConnector when quotes are accepted in Quotient

Optimize your sales funnel by connecting Quotient with LeadConnector with this seamless workflow. Whenever a quote is accepted in Quotient, it instantly populates a new lead in a specific campaign within LeadConnector. This not only streamlines your process but also ensures you capture every potential customer efficiently and effectively. Experience an enhanced sales journey, all while saving time and increasing productivity.

Optimize your sales funnel by connecting Quotient with LeadConnector with this seamless workflow. Whenever a quote is accepted in Quotient, it instantly populates a new lead in a specific campaign within LeadConnector. This not only streamlines your process but also ensures you capture every potential customer efficiently and effectively. Experience an enhanced sales journey, all while saving time and increasing productivity.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Lead to Campaign

    Adds a lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    Action
    Write
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.