Create new Pipedrive leads from sent Quotient quotes
Start transforming your sales process with this streamlined workflow. When you send a quote through the Quotient app, a new lead will be instantly created in your Pipedrive system. This seamless process eliminates the need for manual data entry, ensuring your leads are promptly logged and your records are always up-to-date. This is perfect for businesses looking to enhance their efficiency and lead management practices.
- When this happens...Quote SentTriggers when a New Quote is first Sent.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Quotient and Pipedrive
Discover other triggers and actions you can use with Quotient and Pipedrive
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite






