HirePOS + Quotient
Create new HirePOS customers from accepted Quotient quotes
When a quote gets accepted in Quotient, streamline your workflows by instantly creating a new customer in HirePOS. This integration helps reduce manual data entry and ensures that your customer information in HirePOS is always up-to-date. Save time, stay organized, and let this automation manage your customer onboarding process in a timely and efficient manner.
When a quote gets accepted in Quotient, streamline your workflows by instantly creating a new customer in HirePOS. This integration helps reduce manual data entry and ensures that your customer information in HirePOS is always up-to-date. Save time, stay organized, and let this automation manage your customer onboarding process in a timely and efficient manner.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Customer
Create a new Customer in HirePOS
- Free forever for core features
- 14 day trial for premium features & apps
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