1.Catches customer viewed quote
Integrate Quotient and reporting tools to catch the customer viewed quote event and map fields to note details.
Create CRM view note when prospect views quote
Automatically catch customer viewed quote events across Quotient and Pipedrive. Create and update when quotes are viewedβso you can find matching records, pin fresh engagement notes, and keep CRM context current without manual note-taking.
How this automation logs quote engagement in your CRM
When customer quote views are not captured, reps miss the moment engagement happens and CRM context gets stale. This automation catches quote view events, searches for matching organization and person records, and creates pinned CRM notesβso your team can respond faster.
Quotientor swap with your favorite app
2.Searches organization by name
Integrate Pipedrive and CRM search tools to look up the organization id by organization name and continue for qualifying records.
Pipedriveor swap with your favorite app
3.Searches person by email
Integrate Pipedrive and contact search tools to find the person id by person email and use the first matching result.
4.Creates pinned note in CRM
Integrate Pipedrive and CRM note tools to create the note body and pin it to the found person and or organization.
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