Pipedrive + Quotient
Create new Pipedrive leads from sent Quotient quotes
Start transforming your sales process with this streamlined workflow. When you send a quote through the Quotient app, a new lead will be instantly created in your Pipedrive system. This seamless process eliminates the need for manual data entry, ensuring your leads are promptly logged and your records are always up-to-date. This is perfect for businesses looking to enhance their efficiency and lead management practices.
Start transforming your sales process with this streamlined workflow. When you send a quote through the Quotient app, a new lead will be instantly created in your Pipedrive system. This seamless process eliminates the need for manual data entry, ensuring your leads are promptly logged and your records are always up-to-date. This is perfect for businesses looking to enhance their efficiency and lead management practices.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
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 ($)
