How to connect Quotient + Teamwork CRM
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Choose a Trigger
Choose an Action
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Triggers when a Quote is Accepted.Try ItTriggerInstant
Customer Asked Question
Triggers when a Customer asks a New Question.Try ItTriggerInstant
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.Try ItTriggerInstant
Potential Value ($)
Triggers when a Quote is Declined.Try ItTriggerInstant
Triggers when a New Quote is first Sent.Try ItTriggerInstant
Triggered when you add a new activity.Try ItTriggerInstant
How Quotient + Teamwork CRM Integrations Work
- Step 1: Authenticate Quotient and Teamwork CRM.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.
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