Chiirp + Quotient
Create or update Chiirp contacts when new Quotient quotes are accepted
Streamline your customer management process with this efficient workflow. When a quote gets accepted in Quotient, it immediately creates or updates a contact in Chiirp. This ensures immediate facilitation of accepted quotes and accurate, up-to-date customer records in your Chiirp app. Enjoy the ease of this seamless transition and keep focusing on growing your business.
Streamline your customer management process with this efficient workflow. When a quote gets accepted in Quotient, it immediately creates or updates a contact in Chiirp. This ensures immediate facilitation of accepted quotes and accurate, up-to-date customer records in your Chiirp app. Enjoy the ease of this seamless transition and keep focusing on growing your business.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- 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