Microsoft Outlook + Quotient
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.
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.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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 ($)
