Elfsquad CPQ + Gmail
Use Elfsquad CPQ contact details in emails sent in Gmail
In this way, you can add details of the seller or debtor to an email or other step. If you need an email address of a seller, for example. First, the quotation should be retrieved by its ID, second retrieve CRM account by ID, and last, retrieve CRM contact by ID.
In this way, you can add details of the seller or debtor to an email or other step. If you need an email address of a seller, for example. First, the quotation should be retrieved by its ID, second retrieve CRM account by ID, and last, retrieve CRM contact by ID.
- When this happens...New Quotation Pending
Triggers when a quotation is pending
- automatically do this...
- then do this...
- then do this...
- then do this!Send Email
Triggers when a new email appears in the specified mailbox.
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Configuration Model Published
Triggers when a configuration model is published
Try ItConfiguration Added to Quotation
Triggers when configuration is added to a quotation
Try ItNew Quotation Pending
Triggers when a quotation is pending
Try ItNew Quotation Submitted
Triggers when a quotation is submitted
Try It
