Perspective + Quotient Integration

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Perspective + Quotient Integration
1.
  • Perspective
    Lead is created in Perspective

    Triggers the automation when a new lead is created

    Instant
  • Perspective
    Visitor completed a funnel in Perspective

    Triggers the automation when a visitor completes the funnel journey

    Instant
  • Quotient
    Quote is accepted in Quotient

    Triggers the automation when any quote is accepted

    Instant
  • Quotient
    Quote is declined in Quotient

    Triggers the automation when a quote is rejected or not accepted

    Instant
  • Quotient
    New quote is sent in Quotient

    Triggers the automation when a new quote is sent

    Instant
  • Quotient
    Customer asks a new question in Quotient

    Triggers the automation when a customer asks a new question

    Instant
  • Quotient
    Customer views a quote in Quotient

    Triggers the automation when a customer views a quote

    Instant
2.
  • No action found
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Integrate Perspective & Quotient In 1 Click
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