Quotient + Wave
Create new Wave customers from accepted Quotient quotes
Effortlessly stay on top of your sales process with this Quotient and Wave automation. Whenever a quote is accepted in Quotient, it will create a new customer in Wave, streamlining your client management and saving you time. Keep your business organized and efficient with this seamless workflow.
Effortlessly stay on top of your sales process with this Quotient and Wave automation. Whenever a quote is accepted in Quotient, it will create a new customer in Wave, streamlining your client management and saving you time. Keep your business organized and efficient with this seamless workflow.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
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
