Quotient + Zendesk
Create new Zendesk tickets for accepted Quotient quotes
Streamline your customer service process with this simple workflow. When a quote is accepted in Quotient, a new ticket will immediately be created in Zendesk. This efficient process not only saves time but also ensures that each accepted quote is promptly addressed, enhancing customer satisfaction and boosting your team's productivity.
Streamline your customer service process with this simple workflow. When a quote is accepted in Quotient, a new ticket will immediately be created in Zendesk. This efficient process not only saves time but also ensures that each accepted quote is promptly addressed, enhancing customer satisfaction and boosting your team's productivity.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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 ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
