Pipedrive + Quotient
"update Pipedrive deals when Quotient quotes are accepted"
Streamline your sales workflow with this automation. When a quote is accepted in Quotient, it updates the deal status in Pipedrive instantly. This ensures your sales team can focus on closing deals rather than manually updating each one, enhancing productivity and efficiency within your sales process.
Streamline your sales workflow with this automation. When a quote is accepted in Quotient, it updates the deal status in Pipedrive instantly. This ensures your sales team can focus on closing deals rather than manually updating each one, enhancing productivity and efficiency within your sales process.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Update Deal
Updates an existing deal.
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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
