Quotient + Workbooks CRM Integrations
How to connect Quotient + Workbooks CRM
Zapier lets you send info between Quotient and Workbooks CRM automatically—no code required.
Quote AcceptedTriggers when a Quote is Accepted.Trigger- Quote DeclinedTriggers when a Quote is Declined.Trigger
- Customer Asked QuestionTriggers when a Customer asks a New Question.Trigger
- Quote SentTriggers when a New Quote is first Sent.Trigger
- Customer Viewed QuoteTriggers 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
- Create ContactCreates a new Contact.Action
- Create LeadCreates a new Lead.Action
New CaseTriggers when a new case is created.Trigger- Workbooks CRM
Triggers when a new organisation is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new person is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new sales lead is created.
Instant
Trigger
- Workbooks CRM
Triggers when a credit note is posted.
Instant
Trigger
- Workbooks CRM
Triggers when an invoice is complete and its status posted.
Instant
Trigger
- Workbooks CRM
Adds a new member to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Adds a new status to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new case.
Scheduled
Action
- Workbooks CRM
Creates a new Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new organisation.
Scheduled
Action
- Workbooks CRM
Creates a new person.
Scheduled
Action
- Workbooks CRM
Creates a new sales lead.
Scheduled
Action
- Workbooks CRM
Creates a new task.
Scheduled
Action
- Workbooks CRM
Update an existing member of a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign member.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign status.
Scheduled
Action
- Workbooks CRM
Find an organisation.
Scheduled
Action
- Workbooks CRM
Find a person.
Scheduled
Action
- Workbooks CRM
Find a sales lead.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign member.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign status.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find organisation.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find person.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find sales lead.
Scheduled
Action
How Quotient + Workbooks CRM Integrations Work
- Step 1: Authenticate Quotient and Workbooks 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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