Create or update MailerLite subscribers when new Quotient quotes are accepted
When a quote gets accepted in Quotient, streamline your process by having this workflow instantly create or update a subscriber in MailerLite. This automation keeps you up to speed with every new customer, and eliminates the need for manual data entry. Say goodbye to the tedious task of updating your subscriber list and focus more on your relationship with your customers.
When a quote gets accepted in Quotient, streamline your process by having this workflow instantly create or update a subscriber in MailerLite. This automation keeps you up to speed with every new customer, and eliminates the need for manual data entry. Say goodbye to the tedious task of updating your subscriber list and focus more on your relationship with your customers.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create or Update Subscriber
Create a new subscriber or Update an existing subscriber based on their email.
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Quote Accepted
Triggers when a Quote is Accepted.
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 Completed
Triggers when a Quote is Completed.
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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country


