Send quote via email and SMS to customer, and update record with sent date
Send quote via email and SMS to customer, and update record with sent date
Send quotes via email and SMS to customers when you click a button. Use Zapier Tables, Microsoft Outlook, and RingCentral to ensure timely communication and update your records with the date sent for better tracking.
Workflow preview:
Zap details:
Overview
Send quotes via email and SMS to customers when you click a button. Use Zapier Tables, Microsoft Outlook, and RingCentral to ensure timely communication and update your records with the date sent for better tracking.