Customerly + Quotient Integration

Connect Customerly to Quotient in 1 click

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Quotient + Customerly Integration

Create Customerly contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Customerly 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 Customerly 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 Customerly.
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Customerly + Quotient Integration
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly 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.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
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