Quotient + Trello
"add members to a Trello card when customers view quotes in Quotient"
Every time a customer views a quote in your Quotient app, this workflow promptly adds the members to a card in your Trello app. Keep your team updated on customer interaction with quotes using this easy-to-implement process. Enhance your management efficiency and make sure every sales opportunity is tracked and capitalized on in a timely fashion.
Every time a customer views a quote in your Quotient app, this workflow promptly adds the members to a card in your Trello app. Keep your team updated on customer interaction with quotes using this easy-to-implement process. Enhance your management efficiency and make sure every sales opportunity is tracked and capitalized on in a timely fashion.
- When this happens...Customer 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.
- automatically do this!Add Members to Card
Adds one or more members to a specific card.
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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
