ConvergeHub + Quotient Integration

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Popular ConvergeHub + Quotient Workflows

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Quotient + ConvergeHub Integration

Create ConvergeHub contact for new Quotient quote

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

Create ConvergeHub deal for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an deal in ConvergeHub. 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 ConvergeHub, you'll be able to work smarter, not harder.
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ConvergeHub + Quotient Integration
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • 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.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
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