Create new sales pipeline record in Bigin by Zoho CRM when quote is sent from Quotient
Create new sales pipeline record in Bigin by Zoho CRM when quote is sent from Quotient
Create a new sales pipeline record in Bigin by Zoho CRM whenever a quote is sent from Quotient. Capture all relevant client information for follow-up, ensuring faster onboarding and improved sales tracking.
Zap details:
Overview
Create a new sales pipeline record in Bigin by Zoho CRM whenever a quote is sent from Quotient. Capture all relevant client information for follow-up, ensuring faster onboarding and improved sales tracking.