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Pipedrive + Quotient

Pipedrive + Quotient

Pipedrive + Quotient integrations

Update Pipedrive deals when new Quotient quotes are sent

When a quote is sent from your Quotient account, ensure your Pipedrive deals stay up-to-date with this workflow. This seamless integration updates the relevant deals in your Pipedrive account whenever a new quote is issued in Quotient, eliminating the need for manual entry and helping you maintain accurate, real-time records. Boost your efficiency, accuracy and achieve an organized sales process with this easy-to-implement solution.

  1. When this happens...
    Quote Sent
    Quote Sent
    Quote SentTriggers when a New Quote is first Sent.
  2. automatically do this!
    Update Deal
    Update Deal
    Update DealUpdates an existing deal.
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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

  • Quotient triggers, actions, and search
    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
  • Quotient triggers, actions, and search
    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Message
      Required
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Notes
    • Potential Value ($)
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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quotient logo
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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