FreeAgent + Quotient
Create new FreeAgent contacts when quotes are accepted in Quotient
Streamline your client management by instantly adding newly accepted Quotient quotes to your FreeAgent contacts. This workflow becomes active when you receive an accepted quote in Quotient, initiating the process of creating a new contact in FreeAgent. It's an efficient way to keep track of your customers while saving you the hassle of manual data entry. Boost your productivity with this simplified contact management process.
Streamline your client management by instantly adding newly accepted Quotient quotes to your FreeAgent contacts. This workflow becomes active when you receive an accepted quote in Quotient, initiating the process of creating a new contact in FreeAgent. It's an efficient way to keep track of your customers while saving you the hassle of manual data entry. Boost your productivity with this simplified contact management process.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Contact
Triggers when you add a new 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