Quotient + Holded Integration

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Quotient + Holded Integration

Create Holded contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Holded account is up-to-date with the latest contact 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 contact in Holded 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 contact in Holded.
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Quotient + Holded Integration

Create Holded deal for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an deal in Holded. This saves time and ensures that your quote and deal are always in sync.

Having your quote and deal data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Quotient and Holded, you'll be able to work smarter, not harder.
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Quotient + Holded Integration
1.
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
2.
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Quotient & Holded with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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