ClickSend SMS + Quotient
Send sms messages with ClickSend SMS for new quotes sent in Quotient
Stay connected with your clients by instantly sending SMS notifications when a quote is sent using Quotient. With this workflow, every time you send a quote from Quotient, a personalized text message will be delivered to your recipient via the ClickSend SMS app. Keep clients informed, improve response times, and enhance your customer service process with this seamless automation.
Stay connected with your clients by instantly sending SMS notifications when a quote is sent using Quotient. With this workflow, every time you send a quote from Quotient, a personalized text message will be delivered to your recipient via the ClickSend SMS app. Keep clients informed, improve response times, and enhance your customer service process with this seamless automation.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Send SMS
Sends a new SMS.
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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 Incoming SMS
Triggers when a new incoming sms is received.
Try It