Quotient + Zapier Tables
Quotient + Zapier Tables
Create records in Zapier Tables for newly viewed quotes in Quotient
Effortlessly manage your potential client data with this efficient workflow. When a customer checks out a quote in Quotient, a new record is instantaneously created in Zapier Tables, keeping your data organized and up-to-date. This helps you stay on top of your client interactions, ensuring no important action is missed in your sales pipeline. Streamline your quote management and take your customer engagement to the next level.
- When this happens...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.
- automatically do this!Create RecordCreates a new record on a table.
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More things you can do with Quotient and Zapier Tables
Discover other triggers and actions you can use with Quotient and Zapier Tables
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
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 - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
