ActiveCampaign + Quotient

Create or update ActiveCampaign contacts when new quotes are accepted in Quotient

When a quote is accepted in Quotient, capture this crucial event and let it streamline your contact management in ActiveCampaign. Our efficient workflow ensures that your ActiveCampaign is updated or a new contact is created every time you get a positive response in Quotient. This eliminates manual data entry, saving you time and keeping your contact list consistently accurate and up-to-date.

When a quote is accepted in Quotient, capture this crucial event and let it streamline your contact management in ActiveCampaign. Our efficient workflow ensures that your ActiveCampaign is updated or a new contact is created every time you get a positive response in Quotient. This eliminates manual data entry, saving you time and keeping your contact list consistently accurate and up-to-date.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer 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.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

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About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn more

Related categories

  • Proposal & Invoice Management