monday.com + Quotient
Create monday.com items for new Quotient quotes sent
Effortlessly manage your sales process with this seamless workflow between Quotient and monday.com. When you send a quote using Quotient, this automation will create a new item in monday.com, keeping your sales pipeline updated in real-time. Stay organized and never miss a follow-up by connecting these two powerful tools.
Effortlessly manage your sales process with this seamless workflow between Quotient and monday.com. When you send a quote using Quotient, this automation will create a new item in monday.com, keeping your sales pipeline updated in real-time. Stay organized and never miss a follow-up by connecting these two powerful tools.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- 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
