Chiirp + Quotient
Send Quotient quotes and create or update Chiirp contacts
When you send a quote through Quotient, this workflow will simultaneously create or update the respective contact in your Chiirp application. It simplifies your task of manually updating contact details, saving you valuable time and ensuring your Chiirp contacts are always updated based on your Quotient activities. This seamless process allows you to concentrate on closing deals rather than administrative chores.
When you send a quote through Quotient, this workflow will simultaneously create or update the respective contact in your Chiirp application. It simplifies your task of manually updating contact details, saving you valuable time and ensuring your Chiirp contacts are always updated based on your Quotient activities. This seamless process allows you to concentrate on closing deals rather than administrative chores.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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Quote Accepted
Triggers when a Quote is Accepted.
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
Quote 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
New Contact
Triggers when a new Contact is created in Chiirp.
Try It