Empiraa + Quotient
Update financial objectives in Empiraa when new quotes are won in Quotient
When a new quote is marked as won in Quotient, this Zap adds the quote amount to a financial objective in Empiraa. It's perfect for sales and finance teams tracking closed revenue and keeping strategic financial targets up to date automatically.
When a new quote is marked as won in Quotient, this Zap adds the quote amount to a financial objective in Empiraa. It's perfect for sales and finance teams tracking closed revenue and keeping strategic financial targets up to date automatically.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Add to a Financial Objective
Adding to a value to a financial objective, this adds to the values in Empiraa already set.
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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