Productive.io + Quotient
Create new contacts in Productive.io when quotes are sent in Quotient
Effortlessly manage customer relationships using this seamless integration between Quotient and Productive.io. When you send a quote in Quotient, this workflow creates a new contact in Productive.io, consolidating important information in one place. Save time and streamline your sales process with this user-friendly automation.
Effortlessly manage customer relationships using this seamless integration between Quotient and Productive.io. When you send a quote in Quotient, this workflow creates a new contact in Productive.io, consolidating important information in one place. Save time and streamline your sales process with this user-friendly automation.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Contact
Creates contact.
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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 ($)