Microsoft Outlook + Quotient + Formatter by Zapier + Capsule CRM
Microsoft Outlook + Quotient + Formatter by Zapier + Capsule CRM
Create Capsule CRM opportunities and send Outlook emails for new sent quotes in Quotient
Following up on sent quotes is critical to closing deals, but manually updating your CRM and sending follow-up emails every time takes valuable time away from selling. This automation creates an opportunity in Capsule and sends an email via Outlook whenever a new quote is sent in Quotient, so your pipeline stays current and your prospects hear from you right away. No more switching between apps or letting hot leads go cold while admin piles up.
- When this happens...Quote SentTriggers when a New Quote is first Sent.
- automatically do this...UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this...Find ContactFinds a Person or Organisation.
- then do this...Create OpportunityCreates a new Opportunity.
- then do this!Send EmailSend an email from your Outlook account.
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More things you can do with these apps
Discover other triggers and actions you can use with Quotient, Formatter by Zapier, and more
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - Customer 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 ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
Related Zap Templates
- Create new Microsoft Outlook events for every quote sent in Quotient
- Send emails in Microsoft Outlook when new quotes are accepted in Quotient
- Send email in Microsoft Outlook when quotes are declined in Quotient
- "send emails in Microsoft Outlook when new quotes are sent in Quotient"
- Create new Microsoft Outlook events when quotes are accepted in Quotient










