LeadConnector + Quotient

Manage viewed Quotient quotes by updating corresponding opportunities in LeadConnector

Streamline your sales process with this efficient workflow. When a customer views a quote in Quotient, a new opportunity is instantly created or updated in LeadConnector. This process reduces manual data entry, keeping your sales pipeline up-to-date in real time and enabling you to retarget prospects effectively. Ideal for sales teams striving for a smooth and responsive client journey.

Streamline your sales process with this efficient workflow. When a customer views a quote in Quotient, a new opportunity is instantly created or updated in LeadConnector. This process reduces manual data entry, keeping your sales pipeline up-to-date in real time and enabling you to retarget prospects effectively. Ideal for sales teams striving for a smooth and responsive client journey.

  1. When this happens...
    QuotientQuotient
    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.

    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

Similar apps

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