HubSpot + Quotient
"create new HubSpot engagements when quotes are sent in Quotient"
When you send a quote through Quotient, it's pivotal to follow up and manage your customer engagement efficiently. With this workflow, upon sending a quote via Quotient, an engagement is instantly created in HubSpot. This seamless process ensures that every quote is closely tied with customer interaction, allowing you to streamline your business processes and stay on top of your sales game.
When you send a quote through Quotient, it's pivotal to follow up and manage your customer engagement efficiently. With this workflow, upon sending a quote via Quotient, an engagement is instantly created in HubSpot. This seamless process ensures that every quote is closely tied with customer interaction, allowing you to streamline your business processes and stay on top of your sales game.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Engagement
Creates a new Engagement for a contact, in HubSpot.
- Free forever for core features
- 14 day trial for premium features & apps
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
