involve.me + Quotient
Create new Quotient contacts from completed involve.me submissions
Seamlessly connect involve.me and Quotient with this efficient workflow. When a new submission is completed in involve.me, a contact will be created in Quotient, saving you time on manual data entry and keeping your contact list updated. Enhance your productivity and maintain organized records with this valuable integration.
Seamlessly connect involve.me and Quotient with this efficient workflow. When a new submission is completed in involve.me, a contact will be created in Quotient, saving you time on manual data entry and keeping your contact list updated. Enhance your productivity and maintain organized records with this valuable integration.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your project.
- automatically do this!Create Contact
Creates a new Contact.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me ProjectRequired
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
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
