Quotient + Xama Hub
Create Xama Hub clients for newly-won Quotient proposals
With this integration running, when a new proposal is accepted in Quotient, a matching client will be created within Xama Hub automatically. Activate this Zap to follow up on accepted quotes without slowing down for manual contact management.
With this integration running, when a new proposal is accepted in Quotient, a matching client will be created within Xama Hub automatically. Activate this Zap to follow up on accepted quotes without slowing down for manual contact management.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Client
Creates a new individual / company
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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
Client NameRequired
Registration Number
Primary Contact First Name
Primary Contact Middle Name
Primary Contact Last Name
Primary Contact Email
Primary Contact Phone
Primary Contact Street
Primary Contact City
Primary Contact Postcode
Primary Contact Country Code