Create new SumoQuote projects from Jobber quotes effortlessly
Effortlessly streamline your sales process with this efficient workflow between Jobber and SumoQuote. When a new quote is created in Jobber, a project will be instantly set up in SumoQuote, saving you time and reducing the risk of manual entry errors. Enhance your productivity and keep your data consistent across both platforms with this seamless automation.
Effortlessly streamline your sales process with this efficient workflow between Jobber and SumoQuote. When a new quote is created in Jobber, a project will be instantly set up in SumoQuote, saving you time and reducing the risk of manual entry errors. Enhance your productivity and keep your data consistent across both platforms with this seamless automation.
- When this happens...New Quote Created
Triggers when a quote is created.
- automatically do this!Create Project
Creates a new SumoQuote Project
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