Quotient Help & Support
What Quotient Triggers and Actions are Supported?
- Quote Sent - Triggers when a New Quote is first Sent.
- Customer Asked Question - Triggers when a Customer asks a New Question.
- 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.
- Quote Accepted - Triggers when a Quote is Accepted.
- Quote Declined - Triggers when a Quote is Declined.
- None yet!
- Create Lead - Creates a new Lead.
- Create Contact - Creates a new Contact.
How to Get Started with Quotient on Zapier
To get started with Quotient on Zapier, first you will need to click to connect your Quotient account to use with your Zap.
You’ll now be asked to log into your Quotient account (unless you are already logged in).
Finally, you will be asked to give Zapier permission to access your account. Click “Allow access toQuotient” to continue.
If all steps were successful your Quotient account will now be successfully connected.
Popular Things To Do With Quotient
Common Problems with Quotient on Zapier
We don't have any common problems documented yet, but feel free to contact us so we can help you personally!
Need More Help? - Our support team is happy to help -- send us a message