1.Monitors quote sent events
Integrate Quotient and CRM workflow signals to capture quote recipient details and metadata to trigger contact updates.
Add sent quote recipients to CRM and note
Automatically capture quote sent recipients and metadata across Quotient and Copper. Create and update when quotes are sent to new recipients, include quote totals, or contain quote linksβso you can create contacts, log quote notes, and reduce manual follow-up.
How this automation logs quote context in your CRM
When quote sent details get missed, reps lose time finding who the quote is for and what it included. This automation captures recipient data and creates or updates CRM contacts and logs quote notesβso your team can respond with full context.
Quotientor swap with your favorite app
2.Finds or creates person
Integrate Copper and contact matching tools to search by email and map recipient fields to create the right contact.
Copperor swap with your favorite app
3.Creates activity note
Integrate Copper and activity logging tools to create a person activity with quote link, number, date, and total.
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