Integrate Quotient with Gmail for Workspace
Send information between Quotient and Gmail for Workspace 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 Workspace
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Supported triggers and actions
Integrate Quotient and Gmail for Workspace using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Quote Accepted
Triggers when a quote is accepted
Quote Declined
Triggers when a quote is declined
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.
Customer Asked Question
Triggers when a customer asks a new question
Quote Sent
Triggers when a new quote is sent
Email received from a user
Triggers when a new email is received from the specified user
Email starred
Triggers when a received email is starred
Email received
Triggers when a new email is received
All Actions - Actions are the automated tasks
Draft email
Creates a new email
Create label
Creates a new label
Send email
Sends a new email
Fetch labels
Fetches labels from the mailbox
Fetch email
Fetches an email by its unique message ID
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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Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
