Quotient + Sage Intacct
Create new Sage Intacct contacts when quotes are sent in Quotient
Your workflow gets a boost with this setup, turning every quote sent from Quotient into a new contact in your Sage Intacct account. This streamlined process not only saves time but also ensures that all your important contacts are meticulously added for future reference. Use this automation and let the system handle the mundane tasks while you focus on growing your business relationships.
Your workflow gets a boost with this setup, turning every quote sent from Quotient into a new contact in your Sage Intacct account. This streamlined process not only saves time but also ensures that all your important contacts are meticulously added for future reference. Use this automation and let the system handle the mundane tasks while you focus on growing your business relationships.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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