Integrate Quotient with Gmail for G Suite
Send information between Quotient and Gmail for G Suite automatically, without writing any code, using Zoho Flow.
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Send emails via Gmail to follow up on quotes sent through Quotient
There could be a number of reasons why a customer has not yet responded to your quote. This flow helps you determine why. If the status of a quote is still "sent" three days after the customer views it, this flow automatically sends an email via Gmail to check in with the customer.
How it works
1. A new quote is sent in Quotient.
2. Zoho Flow executes the following tasks automatically:
a. Waits for a period of 3 days.
b. Uses Decision to check if the status of the quote is 'sent'.
c. If (b) is true, sends the customer an email via Gmail.
Send emails via Gmail to follow up on quotes sent through Quotient
Quotient + Gmail for G Suite
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Quote Sent
Triggers when a new quote is sent
Customer Asked Question
Triggers when a customer asks a new question
Customer Viewed Quote
Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.
Quote Declined
Triggers when a quote is declined
New Quote Accepted
Triggers when a quote is accepted
Email received from a user
Triggers when a new email is received from the specified user
Email received
Triggers when a new email is received
Email starred
Triggers when a received email is starred
All Actions - Actions are the automated tasks
Send email
Sends a new email
Create label
Creates a new label
Draft email
Creates a new email
Fetch email
Fetches an email by its unique message ID
Fetch labels
Fetches labels from the mailbox
What is Quotient?
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.
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