LeadConnector + Quotient

Update opportunities in LeadConnector when quotes are declined in Quotient

Handle your declined quotes more efficiently with this seamless workflow between Quotient and LeadConnector. When a quote is declined in Quotient, this automation neatly updates the corresponding opportunity in LeadConnector, saving you the trouble of manual data entry. This streamlines your process, enabling you to quickly refocus on securing new opportunities.

Handle your declined quotes more efficiently with this seamless workflow between Quotient and LeadConnector. When a quote is declined in Quotient, this automation neatly updates the corresponding opportunity in LeadConnector, saving you the trouble of manual data entry. This streamlines your process, enabling you to quickly refocus on securing new opportunities.

  1. When this happens...
    QuotientQuotient
    Quote Declined

    Triggers when a Quote is Declined.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    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
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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 more

Related categories

  • Proposal & Invoice Management