4Leads + Quotient Integration

Connect 4Leads to Quotient - Automate your workflows in 1-click

Make use of 4Leads automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Quotient automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. And automate all the repetitive tasks between 4Leads & Quotient using Integrately.
Get Started For Free Free forever. Use premium features free for 14 days.

Ready Workflows For 4Leads + Quotient Integration

Just click on the workflow you want to automate
most-popular-automations
Quotient + 4Leads Integration

Create 4Leads contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your 4Leads 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 4Leads 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 4Leads.
See more
  • 1of1

Create Your Own 4Leads & Quotient Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
4Leads + Quotient Integration
1.
  • 4Leads
    Contact is created in 4Leads

    Triggers the automation when a new contact is created

  • Quotient
    Quote is accepted in Quotient

    Triggers the automation when any quote is accepted

    Instant
  • Quotient
    Quote is declined in Quotient

    Triggers the automation when a quote is rejected or not accepted

    Instant
  • Quotient
    New quote is sent in Quotient

    Triggers the automation when a new quote is sent

    Instant
  • Quotient
    Customer asks a new question in Quotient

    Triggers the automation when a customer asks a new question

    Instant
  • Quotient
    Customer views a quote in Quotient

    Triggers the automation when a customer views a quote

    Instant
2.
  • 4Leads
    Update Contact in 4Leads

    Updates contact information with new details

  • 4Leads
    Create Contact in 4Leads

    Adds a new contact to the database

  • 4Leads
    Search Contact in 4Leads

    Finds and retrieves contact information

  • 4Leads
    Search Campaign in 4Leads

    Searches for a campaign

  • 4Leads
    Create Tag in 4Leads

    Generates a new tag

  • 4Leads
    Add Tag To Contact in 4Leads

    Assigns a tag to a contact

  • 4Leads
    Remove Tag in 4Leads

    Removes a tag

  • 4Leads
    Search Tag in 4Leads

    Searches for a tag

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate 4Leads & Quotient In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support