Moneypenny + Quotient
Moneypenny + Quotient
Create new leads in Quotient from received messages in Moneypenny
When you receive a new message in Moneypenny, simplify your lead generation process in Quotient with this automation. This workflow initiates when you get a new message in Moneypenny, then promptly creates a lead in Quotient. It's an efficient way to ensure every Moneypenny conversation has the potential to become a new business opportunity within Quotient.
- When this happens...Message ReceivedTriggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform. You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create LeadCreates a new Lead.
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More things you can do with Moneypenny and Quotient
Discover other triggers and actions you can use with Moneypenny and Quotient
- RecipientsRequired
Try ItTriggerInstant- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
