Update or add Brevo contacts when new Quotient quotes are accepted
When a quote is accepted in Quotient, streamline your workflow with this automation that seamlessly adds or updates the contact in your Brevo app. This process saves time by reducing manual data entry, ensuring your Brevo contacts stay up-to-date with all accepted quotes from Quotient. It's an efficient solution for maintaining accurate customer records in your business operations.
When a quote is accepted in Quotient, streamline your workflow with this automation that seamlessly adds or updates the contact in your Brevo app. This process saves time by reducing manual data entry, ensuring your Brevo contacts stay up-to-date with all accepted quotes from Quotient. It's an efficient solution for maintaining accurate customer records in your business operations.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Add or Update Contact
Adds or updates a 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