Create Clio contact for new Quotient quote
If your business uses Quotient to create quote, you'll want to make sure that your Clio 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 Clio 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 Clio.
See moreBut what if you could automatically create a contact in Clio 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 Clio.
