Quotient + Tally
Create Quotient contacts from new Tally submissions
Effortlessly keep your contacts up-to-date with this Tally-Quotient workflow. Whenever a new submission is received in Tally, a contact will be created in Quotient, ensuring your client information is always accurate and organized. Streamline your sales process and save time by automating contact management between these powerful apps.
Effortlessly keep your contacts up-to-date with this Tally-Quotient workflow. Whenever a new submission is received in Tally, a contact will be created in Quotient, ensuring your client information is always accurate and organized. Streamline your sales process and save time by automating contact management between these powerful apps.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Contact
Creates a new Contact.
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Select a formRequired
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
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
