Flexie CRM + Quotient Integration

Connect Flexie CRM to Quotient in 1 click

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Popular Flexie CRM + Quotient Workflows

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Quotient + Flexie CRM Integration

Create Flexie CRM contact for new Quotient quote

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

Create Flexie CRM deal for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an deal in Flexie CRM. 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 Flexie CRM, you'll be able to work smarter, not harder.
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Flexie CRM + Quotient Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM 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.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
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Integrate Flexie CRM & Quotient In 1 Click
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