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Quotient + Streak

Create contacts in Quotient from updated contacts in Streak for seamless management

Effortlessly maintain up-to-date contact lists in both Streak and Quotient with this efficient workflow. When you modify a contact in Streak, this automation instantly updates the related contact in Quotient, reducing manual data entry and saving you valuable time. Focus on nurturing meaningful connections with your clients, confident that your contact information is always precise and current.

Effortlessly maintain up-to-date contact lists in both Streak and Quotient with this efficient workflow. When you modify a contact in Streak, this automation instantly updates the related contact in Quotient, reducing manual data entry and saving you valuable time. Focus on nurturing meaningful connections with your clients, confident that your contact information is always precise and current.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    TriggerInstant
  2. automatically do this!
    QuotientQuotient
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PipelineRequired

    Trigger
    Instant
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    • Stage

    • Field

    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • Stage

    • PipelineRequired

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    Instant
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    • PipelineRequired

    Trigger
    Instant
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    • Team KeyRequired

    Trigger
    Instant
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    • TeamRequired

    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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