Integrate Quotient with Lead Forensics
Send information between Quotient and Lead Forensics automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Quotient and Lead Forensics 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
Visit recorded by business
Triggers when a new visit is recorded by the selected business
Visit recorded
Triggers when a new visit is recorded
Lead added
Triggers when a new lead is added for the selected client user
Business added
Triggers when a new business is added
All Actions - Actions are the automated tasks
Fetch visit
Fetches the details of a visit by ID
Fetch business
Fetches the details of an existing business by 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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What is Lead Forensics?
Lead Forensics is an online tool for lead generation. You can identify prospects from website traffic, manage sales lifecycles, and improve your process with detailed insights from multiple sources.
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