QuoteCloud --> Google Sheets

Integrate QuoteCloud and Google Sheets using Zapier

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Explore Google Sheets and QuoteCloud

 

~ Ways to integrate QuoteCloud with Google Sheets 

Create new Contacts from 

Google Sheets into QuoteCloud to

sync a spreadsheet of profiles

Create new Contacts in QuoteCloud

From a shared Google sheets

Sync all read proposals and quotes

with a Google Sheet to create

call-back lists

Sync all Accepted quotes to

create a sales forecast and

tracking Google Sheet

 

Making your first ZAP !

Make your own zaps

 Actions

 Triggers

 Searches

Crate New Contact

Create a new contact in QuoteCloud which can be used dynamically from the create proposal wizard

Proposal Approved

Triggers when a proposal is approved by your end customer

Coming Soon

We don't have any searches just yet but check back soon as we have some in the pipeline !

Add Product

Add a product to your product library

Proposal Created

Triggers when a proposal is created in QuoteCloud

 
 

Proposal Lost

Triggers when a proposal changes to a Lost status

 
 

Proposal Read

Triggers when a proposal is read by your end customer

 
 

Proposal Sent

Triggers when a proposal is sent by your sales team

 
 

Proposal Closed

Triggers when a proposal changes to a Closed status

 

 

Want to know more about QuoteCloud and it's integration options, contact us here 

 

Making your first QuoteCloud ZAP ! 

1. Choose QuoteCloud as the trigger system for you ZAP. In the next step you will have to choose the type of trigger you want to setup. Here we've selected "Proposal Read"

2. Linking accounts is super simple but important ! You need to ensure we're connecting to the right account by supplying the appropriate credentials for your source system. When you connect accounts the pop-up will show you clearly what details are required, it's usually your login credentials or an API ID / Key.
3. Testing this step will ensure your connection to QuoteCloud and your account is all good. It will also perform a test run of retreiving a data object of the type required, a Read Proposal, in this case. This will ensure before progressing, everything checks out.

4. Next chosse the destination system where the action is going to be executed, using the incoming data from your trigger. Choose Google Docs here !

Next you can choose the type of action you want to perform and connect up to your Google Docs account as we did previously for QuoteCloud.

5.  The "Edit Template" step is the all important mapping of fields exercise. Here you can map the source field to the destination field. It's really quite simple but you can get tricky using some of the more advanced logic Zapier offers. You can also perform multi-step ZAPs allowing you to transform the data along the way or some other funky requirement.