Create Holded quotes when new Quotient quotes are accepted
Easily manage your sales process by connecting Quotient and Holded with this seamless workflow. When a quote is accepted in Quotient, a new quote will be created in Holded, streamlining your sales documentation and keeping all your data in one place. Save time and improve organization with this convenient sales automation.
Easily manage your sales process by connecting Quotient and Holded with this seamless workflow. When a quote is accepted in Quotient, a new quote will be created in Holded, streamlining your sales documentation and keeping all your data in one place. Save time and improve organization with this convenient sales automation.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Quote
Creates a quote
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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