Update deals in Pipedrive when quotes are declined in Quotient
Efficiently manage your sales trajectories with this streamlined workflow that springs into action once a quote is declined in Quotient. It captures that crucial information and applies it to the Deal Update process in Pipedrive. This improves visibility and response time, helping you take immediate steps to revise quotes, enhance customer engagement, or gear the team towards potential opportunities. Minimize lost sales and be on top of your pipeline progression all in one easy step.
- When this happens...Quote DeclinedTriggers when a Quote is Declined.
- automatically do this!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
- 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






