Google Calendar + Quotient
Create detailed events in Google Calendar for each new quote sent in Quotient
When a quote is sent using Quotient, this workflow ensures a detailed event is created in your Google Calendar. This automation helps streamline your business process by effortlessly recording sales activities in your calendar. Gain better time management and never miss out on following up on your quotes.
When a quote is sent using Quotient, this workflow ensures a detailed event is created in your Google Calendar. This automation helps streamline your business process by effortlessly recording sales activities in your calendar. Gain better time management and never miss out on following up on your quotes.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Detailed Event
Create an event by defining each field.
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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
