Quotient + Zapier Forms

Quotient + Zapier Forms integrations

Create new leads in Quotient from new form submissions in Zapier Forms

Newly created form submissions in the Zapier Forms app immediately generate leads in Quotient with this efficient workflow. This automation lets you promptly stay on top of potential customers, saving you time and ensuring no opportunity slips through. Be more organized and responsive in your lead management process with this workflow.

When this happens...
Form Submission CreatedTriggers when a new form submission is created.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead.
ActionWrite

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More things you can do with Zapier Forms and Quotient

Discover other triggers and actions you can use with Zapier Forms and Quotient

- Form Project
  Required
- Page
  Required
- Button
  Required
Trigger
Instant
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- Form Project
  Required
Trigger
Instant
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- Form Project
  Required
Trigger
Instant
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- Form Project
  Required
- Page
  Required
- Stripe Payment
  Required
Trigger
Instant
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- Form Project
  Required
- Email Address
  Required
Action
Write

- Form Project
  Required
- Email Address
  Required
- Name
  Required
Action
Search or write
Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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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
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

- Form Project
  Required
- Page
  Required
- Block Type
Trigger
Instant
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- Form Project
  Required
- Page
  Required
- Form
  Required
Trigger
Instant
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Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
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- Form Project
  Required
- Name
  Required
- Email Address
  Required
Action
Write
- Form Project
  Required
- Email Address
  Required
Action
Search
Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

About Quotient

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

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.

Learn moreLearn moreHelpHelp

Related categories

App Builder

CRM (Customer Relationship Management)

Forms & Surveys

Zapier

Zapier products

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier, Zapier products