Quotient + Microsoft Excel + Microsoft Teams Integrations
How to connect Quotient + Microsoft Excel + Microsoft Teams
Zapier lets you send info between Quotient and Microsoft Excel and Microsoft Teams automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Quotient + Microsoft Excel + Microsoft Teams
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Quotient, Microsoft Excel, and Microsoft Teams. And don’t forget that you can add more apps and actions to create complex workflows.
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 ($)
Quote 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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
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How Quotient + Microsoft Excel + Microsoft Teams Integrations Work
- Step 1: Authenticate Quotient, Microsoft Excel, and Microsoft Teams.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
