Quotient + Zendesk
Send Quotient quotes and create Zendesk tickets instantly
Streamline your customer support process with this seamless workflow between Quotient and Zendesk. When a new quote is sent out from Quotient, a corresponding ticket is instantly created in Zendesk. This not only saves you manual data entry time but also ensures no customer queries are left unanswered. Improve efficiency and enhance your customer service experience with this simple automation.
Streamline your customer support process with this seamless workflow between Quotient and Zendesk. When a new quote is sent out from Quotient, a corresponding ticket is instantly created in Zendesk. This not only saves you manual data entry time but also ensures no customer queries are left unanswered. Improve efficiency and enhance your customer service experience with this simple automation.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
- Free forever for core features
- 14 day trial for premium features & apps
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
