Create and update LeadConnector opportunities when new Quotient quotes are sent
Seamlessly manage your sales process with this Quotient and LeadConnector workflow. Whenever you send a quote from Quotient, an opportunity will be added or updated in LeadConnector, keeping your sales pipeline organized and up-to-date. Stay on top of your deals and make data-driven decisions with this efficient automation.
Seamlessly manage your sales process with this Quotient and LeadConnector workflow. Whenever you send a quote from Quotient, an opportunity will be added or updated in LeadConnector, keeping your sales pipeline organized and up-to-date. Stay on top of your deals and make data-driven decisions with this efficient automation.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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