1.Quote accepted event passes payload
Integrate Quotient and quote parsing tools to map accepted-quote data to workflow fields.
Update lead status and quote details when proposal accepted
Automatically monitor quote accepted events in Quotient and match customer emails across Zoho CRM. Update lead status and quote details when a quote is acceptedβso you can set accepted context, link the quote, and capture totals without manual lead follow-up.
How this automation updates lead status and quote context
When quote accepted events arrive without CRM updates, sales and billing teams can lose status, links, and financial context. This automation captures accepted-quote data and finds the matching Zoho CRM lead, then updates lead fields and triggers downstream CRM workflowsβso your team can act immediately.
Quotientor swap with your favorite app
2.Find lead by email
Integrate Zoho CRM and CRM searching tools to look up the lead that matches the customer email.
Zoho CRMor swap with your favorite app
3.Update lead with accepted quote
Integrate Zoho CRM and CRM record mapping to update status, quote URL, total amount, and items.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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