Quotient + Zapier Tables
Create records in Zapier Tables for newly viewed quotes in Quotient
Effortlessly manage your potential client data with this efficient workflow. When a customer checks out a quote in Quotient, a new record is instantaneously created in Zapier Tables, keeping your data organized and up-to-date. This helps you stay on top of your client interactions, ensuring no important action is missed in your sales pipeline. Streamline your quote management and take your customer engagement to the next level.
Effortlessly manage your potential client data with this efficient workflow. When a customer checks out a quote in Quotient, a new record is instantaneously created in Zapier Tables, keeping your data organized and up-to-date. This helps you stay on top of your client interactions, ensuring no important action is missed in your sales pipeline. Streamline your quote management and take your customer engagement to the next level.
- When this happens...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.
- automatically do this!Create Record
Creates a new record on a table.
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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