Quotient + Salesforce
Create new Salesforce contacts when quotes are sent in Quotient
Keep your Salesforce contacts up to date every time a new quote is sent through Quotient. With this automation, each time a quote is sent from Quotient, it will create a new contact within Salesforce. This way, you can ensure that your customer information is always accurate, saving time and eliminating the need to manually enter data.
Keep your Salesforce contacts up to date every time a new quote is sent through Quotient. With this automation, each time a quote is sent from Quotient, it will create a new contact within Salesforce. This way, you can ensure that your customer information is always accurate, saving time and eliminating the need to manually enter data.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Contact
Creates a new contact.
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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
