Update Pipedrive deals when new Quotient quotes are sent
This workflow activates when a quote is sent using Quotient, then proceeds to update a deal within Pipedrive, keeping you updated in real-time. Save your valuable time and ensure efficient tracking of your business deals with this efficient automation. It streamlines your sales process, maintaining consistency and accuracy in updating your deal pipeline.
- When this happens...Quote SentTriggers when a New Quote is first Sent.
- automatically do this!Update DealUpdates an existing deal.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Quotient and Pipedrive
Discover other triggers and actions you can use with Quotient and Pipedrive
- 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
- 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 - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite






