Quotient + Zoho CRM
Create or update Zoho CRM entries when new Quotient quotes are sent
Streamline your sales process by connecting Quotient to Zoho CRM. With this workflow, whenever a new quote is sent using Quotient, it instantly triggers an entry creation or update within your Zoho CRM module. This automatic link saves you time on data entry, ensuring your records stay up-to-date and letting you focus more on customer relationships.
Streamline your sales process by connecting Quotient to Zoho CRM. With this workflow, whenever a new quote is sent using Quotient, it instantly triggers an entry creation or update within your Zoho CRM module. This automatic link saves you time on data entry, ensuring your records stay up-to-date and letting you focus more on customer relationships.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
