How to integrate Quotient with your everyday apps - 12 proven integrations
Maximize business deals with Quotient integrations. Learn powerful ways to connect and optimize your processes.
Activechat + Quotient Integration
Integrate Activechat to Quotient in one click, or tell Integrately AI how you want each lead handled. Capture bot responses, track quote updates, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Response is captured from bot in Activechat Instant
Quote is accepted in Quotient Instant- Quote is declined in Quotient Instant
- New quote is sent in Quotient Instant
- Customer asks a new question in Quotient Instant
- Customer views a quote in Quotient Instant
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Ready Workflows for Activechat + Quotient Integration
Capture bot responses from Activechat, track sent and accepted Quotient quotes, route details to your CRM, and notify your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Activechat + Quotient flow
Send chatbot leads to your CRM, email customers about quote updates, and notify your sales team in Slack. Pick a combination and activate it in one click.
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Hubspot (8)
Hubspot (8) +
Pipedrive (8)
Pipedrive (8) +
Gmail (8)
Gmail (8) +
Stripe (8)
Stripe (8) +
Calendly (8)
Calendly (8) +
Slack (8)
Slack (8) A
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Add Activechat bot responses to HubSpot as new contacts when Quotient quotes are sent
New chatbot leads appear in HubSpot the moment Activechat captures a response and a Quotient quote is sent, eliminating manual data entry.
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Log Quotient quote acceptances in HubSpot from Activechat bot interactions
Quotient quote acceptances update your HubSpot deals instantly alongside Activechat bot data so your team knows who converted.
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Create HubSpot tasks when customers ask questions about Quotient quotes via Activechat
Customer questions submitted in Quotient generate instant follow-up tasks in HubSpot linked to Activechat session data.
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Update HubSpot deal stages when Quotient quotes are declined after Activechat interactions
Declined Quotient quotes update your HubSpot pipeline stages automatically based on Activechat lead history.
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If a Quotient quote is viewed, create a priority HubSpot task from Activechat bot data
When prospects view Quotient quotes following Activechat engagement, HubSpot triggers priority follow-up tasks.
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Log archived Quotient quotes in HubSpot after Activechat bot follow-ups conclude
Archived or completed Quotient quotes update historical HubSpot contact records automatically.
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Use Claude to summarise Activechat bot responses before creating HubSpot records and Quotient quotes
Claude analyses Activechat submissions, structures lead data for HubSpot, and prepares Quotient quote parameters.
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Turn accepted Quotient quotes into HubSpot deals and notify Asana project boards
Accepted Quotient quotes create HubSpot deals and trigger project kickoff tasks in Asana using Activechat lead data.
Supported triggers and actions for Activechat and Quotient
Mix and match to build the exact automation you need
Activechat Triggers & Actions
Instant
Response is captured from bot in Activechat
Triggers the automation when a response is captured from a bot
Try it → Quotient Triggers & Actions
Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
Try it → Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
Try it → Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
Try it → What can you automate with Activechat + Quotient?
Streamline your sales and quoting funnel by connecting bot lead capture directly with commercial proposal tracking.
🎯
Sync bot lead capture with proposal creation
Automatically transition prospects from Activechat bot conversations into active Quotient quoting workflows without manual data copying.
📋
Capture every submitted chatbot field
Map all custom answers and form fields submitted in Activechat directly into your Quotient quote records for comprehensive prospect profiling.
🔔
Alert sales teams the moment quotes are sent
Notify your account executives instantly when Activechat triggers a new Quotient proposal so follow-up happens immediately.
🔀
Route quotes based on prospect responses
Trigger different proposal templates or tier options in Quotient depending on specific product selections submitted in Activechat.
🔄
Keep quoting pipelines updated in real time
Automatically reflect quote views, acceptances, and declines across your connected CRM and notification channels as status changes occur.
🔍
Prevent duplicate records across tools
Search existing client databases before creating new quotes or contact profiles to maintain clean and deduplicated records.
⚡
Handle later quote status updates instantly
Trigger downstream tasks, invoices, or team notifications the moment a Quotient quote is accepted, declined, or questioned.
💬
Extend workflows to team communication channels
Broadcast proposal updates and milestone alerts directly to Slack channels as your Activechat and Quotient workflows progress.
And much more...
Who is Activechat + Quotient integration for?
Revenue teams, sales leaders, and account executives managing chatbot funnels and commercial quoting workflows benefit from automated data synchronization.
Sales operations analysts
Account executives
Client success managers
High-volume sales teams
Sales closers
Finance and admin leads
📈
Sales operations analysts
You report on chatbot conversion metrics and quoting pipelines, but your tracking spreadsheets only update when someone manually exports records, so the row counts you review are always outdated — connecting these apps means every bot response and quote status lands in your sheets instantly and your performance data stays current.
⚡
Account executives
You need to follow up immediately when prospects review commercial proposals, but notifications arrive hours late through manual checks — automating both apps means you receive instant alerts the moment a quote is viewed or accepted and you can close deals while buyer interest peaks.
🤝
Client success managers
You answer to clients who want immediate progress updates on their onboarding proposals, but tracking down quote statuses requires searching multiple systems — this integration means every proposal milestone and bot interaction syncs automatically so your client communications remain accurate and timely.
📊
High-volume sales teams
You handle hundreds of chatbot inquiries daily, but manual data entry between your chat platform and quoting software creates massive backlogs — automating both apps means prospect information flows straight into your quoting tool without human intervention and your processing speed scales effortlessly.
🔄
Sales closers
You depend on upstream chatbot qualification data before you can draft commercial proposals, but handoffs get delayed by manual copying — integrating these apps means qualified lead details appear in your quoting software the second a bot conversation concludes and your sales pipeline moves without friction.
🛡️
Finance and admin leads
You need a reliable history of all commercial agreements, but manual record-keeping leaves persistent gaps between chat logs and financial tools — automating both apps means every quote acceptance and decline is logged accurately and your audit trails remain complete and transparent.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Activechat + Quotient
Build and manage your Activechat + Quotient automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Activechat + Quotient with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Activechat + Quotient Now 
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Frequently Asked Questions
How do I connect Activechat to Quotient?
You can connect Activechat to Quotient in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the integration for you. You can also connect Hubspot, Slack, Gmail, and 1,500+ other apps.
Can I automatically sync bot responses from Activechat into Quotient quotes?
Can I connect Activechat, Quotient, and Slack?
What is a good Zapier alternative for Activechat and Quotient?
How does Activechat handle chatbot data in this integration?
How does Quotient track quote updates and customer questions?
Do I need coding skills to automate Activechat and Quotient?
Is the Activechat and Quotient integration free?
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