monday.com + Quotient
Create items in monday.com from new customer-viewed quotes in Quotient
Keep track of your customers' engagement with your quotes by connecting Quotient to monday.com through this workflow. When a customer views a quote in Quotient, an item will be created in your designated monday.com board, keeping your team updated about client interactions. This automation streamlines your sales process and ensures that you never miss important customer insights.
Keep track of your customers' engagement with your quotes by connecting Quotient to monday.com through this workflow. When a customer views a quote in Quotient, an item will be created in your designated monday.com board, keeping your team updated about client interactions. This automation streamlines your sales process and ensures that you never miss important customer insights.
- When this happens...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.
- automatically do this!Create Item
Create a new Item in a board
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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
