Pipedrive + Quotient
Update deals in Pipedrive when quotes are declined in Quotient
Efficiently manage your sales trajectories with this streamlined workflow that springs into action once a quote is declined in Quotient. It captures that crucial information and applies it to the Deal Update process in Pipedrive. This improves visibility and response time, helping you take immediate steps to revise quotes, enhance customer engagement, or gear the team towards potential opportunities. Minimize lost sales and be on top of your pipeline progression all in one easy step.
Efficiently manage your sales trajectories with this streamlined workflow that springs into action once a quote is declined in Quotient. It captures that crucial information and applies it to the Deal Update process in Pipedrive. This improves visibility and response time, helping you take immediate steps to revise quotes, enhance customer engagement, or gear the team towards potential opportunities. Minimize lost sales and be on top of your pipeline progression all in one easy step.
- When this happens...Quote Declined
Triggers when a Quote is Declined.
- 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
