Create new Quotient leads from new WS Form submissions
Effortlessly maintain your lead database with this WS Form to Quotient automation. Whenever a new submission occurs in WS Form, the workflow will instantly add that new lead information into your Quotient app. Benefit from a streamlined workflow that ensures no potential lead falls through the cracks.
Effortlessly maintain your lead database with this WS Form to Quotient automation. Whenever a new submission occurs in WS Form, the workflow will instantly add that new lead information into your Quotient app. Benefit from a streamlined workflow that ensures no potential lead falls through the cracks.
- When this happens...New Submission
Triggers when a form is submitted.
- automatically do this!Create Lead
Creates a new Lead.
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New Submission
Triggers when a form is submitted.
Try ItQuote 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 It