Create PersistIQ prospect for new Quotient quote
If your business uses Quotient to create quote, you'll want to make sure that your PersistIQ account is up-to-date with the latest prospect information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.
But what if you could automatically create a prospect in PersistIQ each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new prospect in PersistIQ.
See moreBut what if you could automatically create a prospect in PersistIQ each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new prospect in PersistIQ.
