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Microsoft Outlook + Quotient

Microsoft Outlook + Quotient

Microsoft Outlook + Quotient integrations

Create new Microsoft Outlook events for every quote sent in Quotient

Take the busywork out of your scheduling process by using this workflow. Whenever you send a quote through the Quotient app, an event gets directly created on your Microsoft Outlook calendar. Enhance your operations by ensuring you never miss a follow-up or lose track of interactions, and spend less time managing tasks manually.

  1. When this happens...
    Quote Sent
    Quote Sent
    Quote SentTriggers when a New Quote is first Sent.
  2. automatically do this!
    Create Event
    Create Event
    Create EventCreate an event in the calendar of your choice.
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More things you can do with Quotient and Microsoft Outlook

Discover other triggers and actions you can use with Quotient and Microsoft Outlook

  • Quotient triggers, actions, and search
    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
  • 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
    • Subject
      Required
    • Message
      Required
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Notes
    • Potential Value ($)
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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