Pipedrive + Quotient
Create new Pipedrive deals when quotes are accepted in Quotient
Keep your sales pipeline updated in real time with this workflow. As soon as a quote gets the green signal within Quotient, a corresponding deal gets set up in Pipedrive instantly. This process helps in ensuring that no opportunities are lost once a quote is approved. It's an efficient way to manage your sales activities and enhance overall productivity.
Keep your sales pipeline updated in real time with this workflow. As soon as a quote gets the green signal within Quotient, a corresponding deal gets set up in Pipedrive instantly. This process helps in ensuring that no opportunities are lost once a quote is approved. It's an efficient way to manage your sales activities and enhance overall productivity.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Deal
Creates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
Quote Accepted
Triggers when a Quote is Accepted.
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 Completed
Triggers when a Quote is Completed.
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
