Cloze + Quotient Integration

Connect Cloze to Quotient in 1 click

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1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze 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
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2.

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Ready Workflows Ready Workflows   for Cloze + Quotient Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Quotient + Cloze Integration

Create Cloze person for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Cloze account is up-to-date with the latest person 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 person in Cloze 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 person in Cloze.
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Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Cloze Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Cloze logo
Create Cloze note for new WhatsApp message
Activate
Cloze logo
Monday.com logo
Create Monday.com item for updated Cloze person
Activate
Notion logo
Cloze logo
Create Cloze person for new Notion database item
Activate
Amelia logo
Cloze logo
Create Cloze note for new Amelia booking
Activate
WordPress logo
Cloze logo
Create Cloze person for new WordPress user
Activate
WhatsApp logo
Cloze logo
Create Cloze note for new WhatsApp message
Activate
Cloze logo
Monday.com logo
Create Monday.com item for updated Cloze person
Activate
Notion logo
Cloze logo
Create Cloze person for new Notion database item
Activate
Amelia logo
Cloze logo
Create Cloze note for new Amelia booking
Activate
WordPress logo
Cloze logo
Create Cloze person for new WordPress user
Activate
TextMagic logo
Cloze logo
Create Cloze note for new TextMagic message
Activate
Cloze logo
Asana logo
Create Asana task for updated Cloze person
Activate
Microsoft Office 365 logo
Cloze logo
Create Cloze note for new Microsoft Office 365 message
Activate
Cloze logo
Microsoft To-Do logo
Create Microsoft To-Do task for updated Cloze person
Activate
TidyCal logo
Cloze logo
Create note in Cloze for Booking is cancelled in TidyCal
Activate
TextMagic logo
Cloze logo
Create Cloze note for new TextMagic message
Activate
Cloze logo
Asana logo
Create Asana task for updated Cloze person
Activate
Microsoft Office 365 logo
Cloze logo
Create Cloze note for new Microsoft Office 365 message
Activate
Cloze logo
Microsoft To-Do logo
Create Microsoft To-Do task for updated Cloze person
Activate
TidyCal logo
Cloze logo
Create note in Cloze for Booking is cancelled in TidyCal
Activate

Top 10 Most Popular Quotient Automations from
Integrately Community

Most popularmost-popular-automations
01
Quotient logo
Kommo (amoCRM) logo
Create Kommo (amoCRM) contact for new Quotient quote
02
Quotient logo
HubSpot logo
Create HubSpot contact for new Quotient quote
03
Quotient logo
HubSpot logo
Create HubSpot deal for new Quotient quote
04
Quotient logo
Airtable logo
Create Airtable record for new Quotient quote
05
Quotient logo
Zoho CRM logo
Create Zoho CRM contact for new Quotient quote
cloud
Quotient
app integration
06
Quotient logo
Quickbooks Online logo
Create Quickbooks Online order when Quote is accepted in Quotient
07
Quotient logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Quotient quote
08
Quotient logo
Follow Up Boss logo
Create Follow Up Boss contact for new Quotient quote
09
Quotient logo
Nimble logo
Create Nimble task for new Quotient quote
10
Quotient logo
Alegra logo
Create Alegra invoice when Quote is accepted in Quotient
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Cloze or Quotient With 1400+ Other Apps

Cloze
Cloze
Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.
Quotient
Quotient
Quotient is a revolutionary online quoting tool that allows you to show your customers all the options they need with just one click. It's simple, intuitive and helps you win more business with better quotes.