Quotient + TextMagic SMS
Create new TextMagic SMS contacts when Quotient quotes are accepted
Stay on top of your sales process by instantly creating a contact in TextMagic SMS whenever a quote is accepted in Quotient. With this efficient automation, you can easily keep track of your leads and streamline communication, ensuring a seamless follow-up process while saving valuable time.
Stay on top of your sales process by instantly creating a contact in TextMagic SMS whenever a quote is accepted in Quotient. With this efficient automation, you can easily keep track of your leads and streamline communication, ensuring a seamless follow-up process while saving valuable time.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Contact
Creates a new contact (or optionally edits an existing one).
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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
Quote 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
New Incoming Call
Triggers when someone calls your TextMagic number.
Try It