LeadConnector + Quotient

Update contacts in LeadConnector each time a new quote is sent in Quotient

Simplify your lead management within LeadConnector every time a new quote is sent through Quotient. This automation triggers when you send a quote in Quotient, promptly creating or updating the corresponding contact details in LeadConnector. Streamline your process and ensure all your contact details are always up-to-date, saving time and reducing manual data entry.

When this happens...
Quote Sent
Triggers when a New Quote is first Sent.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
Try It
Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
Try It
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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write

- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
Try It
Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
Try It
- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About LeadConnector

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Quotient

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

Learn more Help

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

LeadConnector + Quotient

Update contacts in LeadConnector each time a new quote is sent in Quotient

Quote Accepted

Customer Asked Question

Customer Viewed Quote

Create Lead

MessageRequired

EmailRequired

First NameRequired

Last Name

Company

Phone

Notes

Potential Value ($)

Add/Update Contact

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Mark as LeadRequired

Notes

Business Name

Country

Add Lead to Campaign

CampaignRequired

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Lead Source

Notes

Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

Add Task

Assign to User

Task TitleRequired

Task DescriptionRequired

Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

First Name

Last Name

Contact Phone

Contact Email

Quote Declined

Quote Sent

Create Contact

EmailRequired

First NameRequired

Last Name

Company

Phone

Address Type

Address Street

Address City

Address State

Address Zip

Address Country

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number