Quotient is an awesome tool for small businesses, to make quoting an easy and seamless process. However, it can be hard to get the information you want into a new lead, with the standard website lead form only offering basic fields.
With this Automation Hack, we will build a new lead form (in Jotform, Gravity Forms, or your preferred form builder), that will push the data into Quotient via Zapier.
The best part is that we can build a form with exactly what you need - custom fields, file uploads, and even custom logic. This could be used for a simple customer enquiry form, or even as a quote request.
We'll add one form, with up to twenty fields, that will integrate with Quotient.
We can't edit the standard field labels within Quotient, but can push the data into existing fields in the lead object.
Any additional cost or setup fees related to the apps involved are not included, and are at your own cost. You will require paid Quotient and Zapier accounts, as well as a form builder account to run the automations. We may substitute other apps or platforms where it is necessary.
The delivery period for Automation Hacks commences from the time that you provide us will all information, logins and material in order for the build to be completed, and we have acknowledged receipt.