Google Sheets + Quotient
Create Google Sheets columns for every new accepted quote in Quotient
When a quote is accepted in Quotient, use this workflow to seamlessly generate a new column in a designated Google Sheets spreadsheet. This process simplifies your data management, allowing you to keep all accepted quote information in one organized and easily accessible place. Transform your business efficiency by effortlessly connecting Quotient to Google Sheets.
When a quote is accepted in Quotient, use this workflow to seamlessly generate a new column in a designated Google Sheets spreadsheet. This process simplifies your data management, allowing you to keep all accepted quote information in one organized and easily accessible place. Transform your business efficiency by effortlessly connecting Quotient to Google Sheets.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Spreadsheet Column
Create a new column in a specific spreadsheet.
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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
