Integrate Quotient with Retently

Trigger NPS/CSAT surveys after a quote is accepted or declined to gather feedback on the quoting process, sync customer data from Quotient to Retently for better customer profile management, and use feedback scores to enhance sales strategies.

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About Quotient

Quotient is an online quoting tool that enables customers to select options, ask questions, and accept offers.

Quotient logoRetently

Quotient to Retently

1

Quote Accepted

Triggers when a quote is accepted.
2

Customer Asked Question

Triggers when a customer asks a new question.
3

Customer Viewed Quote

Triggers every time a customer views a quote. Concurrent views within a 6 hour period will trigger only on the first view.
4

Quote Declined

Triggers when a quote is declined.
5

Quote Sent

Triggers when a new quote is first sent.
RetentlyQuotient logo

Retently to Quotient

1

Create Lead

Creates a new lead.
2

Create Contact

Creates a new contact.

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