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 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 Received
Triggers 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 Lead
Creates a new Lead.
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RecipientsRequired
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 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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country