Pipedrive + Quotient
Update Pipedrive deals when new Quotient quotes are sent
When a quote is sent from your Quotient account, ensure your Pipedrive deals stay up-to-date with this workflow. This seamless integration updates the relevant deals in your Pipedrive account whenever a new quote is issued in Quotient, eliminating the need for manual entry and helping you maintain accurate, real-time records. Boost your efficiency, accuracy and achieve an organized sales process with this easy-to-implement solution.
When a quote is sent from your Quotient account, ensure your Pipedrive deals stay up-to-date with this workflow. This seamless integration updates the relevant deals in your Pipedrive account whenever a new quote is issued in Quotient, eliminating the need for manual entry and helping you maintain accurate, real-time records. Boost your efficiency, accuracy and achieve an organized sales process with this easy-to-implement solution.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- 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
