BoondManager + Quotient Integration

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Popular BoondManager + Quotient Workflows

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Quotient + BoondManager Integration

Create BoondManager contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your BoondManager 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 BoondManager 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 BoondManager.
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Quotient + BoondManager Integration

Create BoondManager opportunities for new Quotient quote

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

Having your quote and opportunities 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 BoondManager, you'll be able to work smarter, not harder.
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BoondManager + Quotient Integration
1.
  • BoondManager
    Candidate is created in BoondManager Instant
  • BoondManager
    Contact is updated in BoondManager Instant
  • BoondManager
    Contact is created in BoondManager Instant
  • BoondManager
    Candidate is updated in BoondManager Instant
  • BoondManager
    Resource is created in BoondManager Instant
  • BoondManager
    Action is created in BoondManager Instant
  • BoondManager
    Action is updated in BoondManager Instant
  • BoondManager
    Company is created in BoondManager Instant
  • BoondManager
    Company is updated in BoondManager Instant
  • BoondManager
    Opportunity is created in BoondManager Instant
  • BoondManager
    Opportunity is updated in BoondManager Instant
  • BoondManager
    Project is created in BoondManager Instant
  • BoondManager
    Project is updated in BoondManager Instant
  • BoondManager
    Invoice is created in BoondManager Instant
  • BoondManager
    Invoice is updated in BoondManager Instant
  • 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
2.
  • BoondManager
    Create candidate in BoondManager
  • BoondManager
    Update candidate in BoondManager
  • BoondManager
    Create contact in BoondManager
  • BoondManager
    Search contact in BoondManager
  • BoondManager
    Search candidate in BoondManager
  • BoondManager
    Update contact in BoondManager
  • BoondManager
    Import file in BoondManager
  • BoondManager
    Create company in BoondManager
  • BoondManager
    Search company in BoondManager
  • BoondManager
    Update company in BoondManager
  • BoondManager
    Create opportunity in BoondManager
  • BoondManager
    Create resource in BoondManager
  • BoondManager
    Search resource in BoondManager
  • BoondManager
    Update resource in BoondManager
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