Clientify + Quotient
Create Clientify deals for new Quotient quotes sent
Effortlessly manage your sales process with this seamless workflow between Quotient and Clientify. When a new quote is sent in Quotient, a deal will be created in Clientify, streamlining your sales pipeline and saving you time. Stay organized and ensure no leads are missed by connecting these two powerful tools in your business.
Effortlessly manage your sales process with this seamless workflow between Quotient and Clientify. When a new quote is sent in Quotient, a deal will be created in Clientify, streamlining your sales pipeline and saving you time. Stay organized and ensure no leads are missed by connecting these two powerful tools in your business.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Deal
Creates a Deal in Clientify
- Free forever for core features
- 14 day trial for premium features & apps
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
