Chiirp + Quotient
Update Chiirp contacts when Quotient quotes are declined
Stay updated with all your potential client interactions with this streamlined workflow. When a quote is declined on Quotient, this causes a corresponding update or creation of contact information in your Chiirp account. This means you can continually manage your customer communications, right from initial quotes to follow-ups, ensuring no lead slips through the cracks. It's a straightforward solution to keep your client relations proactive and organized.
Stay updated with all your potential client interactions with this streamlined workflow. When a quote is declined on Quotient, this causes a corresponding update or creation of contact information in your Chiirp account. This means you can continually manage your customer communications, right from initial quotes to follow-ups, ensuring no lead slips through the cracks. It's a straightforward solution to keep your client relations proactive and organized.
- When this happens...Quote Declined
Triggers when a Quote is Declined.
- automatically do this!Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country