Update contacts in LeadConnector each time a new quote is sent in Quotient
Simplify your lead management within LeadConnector every time a new quote is sent through Quotient. This automation triggers when you send a quote in Quotient, promptly creating or updating the corresponding contact details in LeadConnector. Streamline your process and ensure all your contact details are always up-to-date, saving time and reducing manual data entry.
Simplify your lead management within LeadConnector every time a new quote is sent through Quotient. This automation triggers when you send a quote in Quotient, promptly creating or updating the corresponding contact details in LeadConnector. Streamline your process and ensure all your contact details are always up-to-date, saving time and reducing manual data entry.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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