HubSpot + Quotient

Create new HubSpot contacts when quotes are viewed in Quotient

Seamlessly keep track of quotes in Quotient that your customers have viewed. With this workflow, a new contact is created in HubSpot, recording the useful information for enhancing your sales strategy and nurturing effective customer relations. Enjoy an organized data management system working efficiently, allowing you more time for impeccable customer service.

Seamlessly keep track of quotes in Quotient that your customers have viewed. With this workflow, a new contact is created in HubSpot, recording the useful information for enhancing your sales strategy and nurturing effective customer relations. Enjoy an organized data management system working efficiently, allowing you more time for impeccable customer service.

  1. When this happens...
    QuotientQuotient
    Customer 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.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer 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.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
  • Quotient triggers, actions, and search

    Quote Declined

    Triggers when a Quote is Declined.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Quote Sent

    Triggers when a New Quote is first Sent.

    Trigger
    Instant
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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  • Marketing Automation

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quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn moreHelp

Related categories

  • Proposal & Invoice Management