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Quotient + Slack

Send Slack channel messages for new Quotient quotes sent

Stay on top of your sales process and enhance team communication by connecting Quotient and Slack with this automation. When a new quote is sent using Quotient, a message will be posted in a designated Slack channel, ensuring that your team is aware of the latest sales updates. This helps streamline communication and keep everyone in the loop about important sales milestones.

Stay on top of your sales process and enhance team communication by connecting Quotient and Slack with this automation. When a new quote is sent using Quotient, a message will be posted in a designated Slack channel, ensuring that your team is aware of the latest sales updates. This helps streamline communication and keep everyone in the loop about important sales milestones.

  1. When this happens...
    QuotientQuotient
    Quote Sent

    Triggers when a New Quote is first Sent.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    Action
    Write
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
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About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn more

Related categories

  • Proposal & Invoice Management
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