Capsule CRM + Quotient

Manage accepted quotes in Quotient by creating new projects in Capsule CRM

Streamline your sales-to-project workflow with this efficient automation. Whenever a quote is accepted in Quotient, a new project is swiftly created in your Capsule CRM. This not only keeps your project list up-to-date but also eliminates the need for manual data entry, giving you more time to focus on important tasks.

Streamline your sales-to-project workflow with this efficient automation. Whenever a quote is accepted in Quotient, a new project is swiftly created in your Capsule CRM. This not only keeps your project list up-to-date but also eliminates the need for manual data entry, giving you more time to focus on important tasks.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
  • Quotient triggers, actions, and search

    Quote Declined

    Triggers when a Quote is Declined.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Quote Sent

    Triggers when a New Quote is first Sent.

    Trigger
    Instant
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn moreHelp

Related categories

  • Proposal & Invoice Management