Concord + Quotient Integration

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1.
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord 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 Concord + Quotient Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Quotient + Concord Integration

Create Concord contact for new Quotient quote

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

Create Concord deal for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an deal in Concord. 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 Concord, you'll be able to work smarter, not harder.
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Automations

Top 10 Most Popular Concord Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
Activate
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
Airtable logo
Concord logo
Create Concord contact for new Airtable record
Notion logo
Concord logo
Create Concord contact for new Notion database item
Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
Activate
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
Airtable logo
Concord logo
Create Concord contact for new Airtable record
Notion logo
Concord logo
Create Concord contact for new Notion database item
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
Activate
Wassenger logo
Concord logo
Create Concord note for new Wassenger message
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
Activate
Wassenger logo
Concord logo
Create Concord note for new Wassenger message

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
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3
Automation is ready
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Want to automate something else in your workflow?

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

Concord
Concord
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
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.