ClickSend SMS + Quotient
Send sms in ClickSend SMS when new completed quotes are detected in Quotient
Instantly send a text message via ClickSend SMS each time a quote is completed in Quotient. This workflow ensures you can keep track of all your completed quotes, allowing you to take immediate follow-up actions to secure potential business and maintain efficient, real-time communication, saving you time and boosting productivity.
Instantly send a text message via ClickSend SMS each time a quote is completed in Quotient. This workflow ensures you can keep track of all your completed quotes, allowing you to take immediate follow-up actions to secure potential business and maintain efficient, real-time communication, saving you time and boosting productivity.
- When this happens...Quote Completed
Triggers when a Quote is Completed.
- automatically do this!Send SMS
Sends a new SMS.
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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