Pipedrive + Quotient
Update Pipedrive deals when new Quotient quotes are sent
This workflow activates when a quote is sent using Quotient, then proceeds to update a deal within Pipedrive, keeping you updated in real-time. Save your valuable time and ensure efficient tracking of your business deals with this efficient automation. It streamlines your sales process, maintaining consistency and accuracy in updating your deal pipeline.
This workflow activates when a quote is sent using Quotient, then proceeds to update a deal within Pipedrive, keeping you updated in real-time. Save your valuable time and ensure efficient tracking of your business deals with this efficient automation. It streamlines your sales process, maintaining consistency and accuracy in updating your deal pipeline.
- 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
