GoHighLevel + Quotient Integration

Integrate GoHighLevel to Quotient in one click, or tell Integrately AI how you want each quote handled. Track accepted quotes, update your opportunities, create tasks, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • GoHighLevel
    Trigger link is clicked in GoHighLevel Instant
  • GoHighLevel
    Order form is submitted in GoHighLevel Instant
  • GoHighLevel
    Contact is created in GoHighLevel Instant
  • GoHighLevel
    Opportunity is created in GoHighLevel
  • GoHighLevel
    Task reminder is received in GoHighLevel Instant
  • GoHighLevel
    Contact is updated in GoHighLevel Instant
  • GoHighLevel
    Task is added in GoHighLevel Instant
  • GoHighLevel
    Pipeline stage is changed in GoHighLevel Instant
  • GoHighLevel
    Appointment is created in GoHighLevel Instant
  • GoHighLevel
    Birthday reminder is sent in GoHighLevel Instant
  • GoHighLevel
    Call status is changed in GoHighLevel Instant
  • GoHighLevel
    Contact tag is changed in GoHighLevel Instant
  • GoHighLevel
    Custom date reminder is received in GoHighLevel Instant
  • GoHighLevel
    Customer booked an appointment in GoHighLevel Instant
  • GoHighLevel
    Customer replies in GoHighLevel Instant
  • GoHighLevel
    Email event occurs in GoHighLevel Instant
  • GoHighLevel
    Form is submitted in GoHighLevel Instant
  • GoHighLevel
    Note is added in GoHighLevel Instant
  • GoHighLevel
    Opportunity status is changed in GoHighLevel Instant
  • GoHighLevel
    Opportunity is staled in GoHighLevel Instant
  • GoHighLevel
    Survey is submitted in GoHighLevel 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.
  • GoHighLevel
    Update contact in GoHighLevel
  • GoHighLevel
    Create task in GoHighLevel
  • GoHighLevel
    Create opportunity in GoHighLevel
  • GoHighLevel
    Create contact in GoHighLevel
  • GoHighLevel
    Create note in GoHighLevel
  • GoHighLevel
    Search contact in GoHighLevel
  • GoHighLevel
    Update opportunity in GoHighLevel
  • GoHighLevel
    Create user in GoHighLevel
  • GoHighLevel
    Search opportunity in GoHighLevel
  • GoHighLevel
    Create appointment in GoHighLevel
  • GoHighLevel
    Get contact by ID in GoHighLevel
  • GoHighLevel
    Add tag to existing contact in GoHighLevel
  • GoHighLevel
    Remove tag from existing contact in GoHighLevel
  • GoHighLevel
    Search user in GoHighLevel

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Ready Workflows Ready Workflows for GoHighLevel + Quotient Integration

Track accepted quotes, update opportunities, create tasks, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Quotient + GoHighLevel Integration

Create GoHighLevel contact for new Quotient quote

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

Create GoHighLevel task for new Quotient quote

With this GoHighLevel and Quotient integration, it is easier than ever to create quote. Now, when you create a quote in Quotient, a corresponding task will be created in GoHighLevel.

This makes it easy for you to keep track of your quote and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Quotient + GoHighLevel Integration

Create GoHighLevel opportunity for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an opportunity in GoHighLevel. This saves time and ensures that your quote and opportunity are always in sync.

Having your quote and opportunity 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 GoHighLevel, you'll be able to work smarter, not harder.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your GoHighLevel + Quotient flow

Sync accepted quotes and CRM updates with your wider business tools to keep every team aligned. Pick a combination and activate it in one click.

GoHighLevel
Quotient
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
Q
G
S
Create a Stripe customer when a new quote is sent in Quotient and create a contact in GoHighLevel
Every sent Quotient quote creates a GoHighLevel contact and a Stripe customer instantly, so billing and CRM records stay synchronized from day one.
Q
G
S
Update your GoHighLevel opportunity and create a Stripe charge when a Quotient quote is accepted
Accepted Quotient quotes automatically update your GoHighLevel opportunity and process a charge in Stripe, removing manual billing handoffs.
Q
G
S
Update the GoHighLevel opportunity and cancel the Stripe subscription when a Quotient quote is declined
Declined Quotient quotes update your GoHighLevel pipeline stage and cancel the associated Stripe subscription automatically.
Q
G
S
Create a GoHighLevel task and a Stripe customer when a customer asks a new question in Quotient
Customer questions in Quotient trigger a GoHighLevel task and verify customer records in Stripe for quick support.

Supported triggers and actions for GoHighLevel and Quotient

Mix and match to build the exact automation you need

GoHighLevel
GoHighLevel Triggers & Actions
Instant
Trigger link is clicked in GoHighLevel
Triggers the automation when a link is clicked
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Instant
Order form is submitted in GoHighLevel
Triggers the automation when a new order is received
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Instant
Contact is created in GoHighLevel
Triggers the automation when a new contact is created
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Opportunity is created in GoHighLevel
Triggers the automation when any opportunity is updated
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Instant
Task reminder is received in GoHighLevel
Triggers the automation when a task reminder is received
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Instant
Contact is updated in GoHighLevel
Activates the automation when a contact is updated
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Instant
Task is added in GoHighLevel
Triggers the automation when a new task is added
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Instant
Pipeline stage is changed in GoHighLevel
Triggers the automation when a pipeline stage is changed
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Instant
Appointment is created in GoHighLevel
Triggers the automation when a new appointment is created
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Instant
Birthday reminder is sent in GoHighLevel
Triggers the automation when a birthday reminder is sent
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Instant
Call status is changed in GoHighLevel
Triggers the automation when call details are modified
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Instant
Contact tag is changed in GoHighLevel
Triggers the automation when a contact tag is updated
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Instant
Custom date reminder is received in GoHighLevel
Triggers the automation when a custom date reminder is received
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Instant
Customer booked an appointment in GoHighLevel
Triggers the automation when a customer books an appointment
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Instant
Customer replies in GoHighLevel
Triggers the automation when a customer replies to a message
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Instant
Email event occurs in GoHighLevel
Triggers the automation when any email event occurs
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Instant
Form is submitted in GoHighLevel
Triggers the automation when a form is filled
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Instant
Note is added in GoHighLevel
Triggers the automation when a new note is created
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Instant
Opportunity status is changed in GoHighLevel
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is staled in GoHighLevel
Triggers the automation when any opportunity becomes inactive
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Instant
Survey is submitted in GoHighLevel
Triggers the automation when a survey response is submitted
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Update contact in GoHighLevel
Updates contact information with new details
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Create task in GoHighLevel
Creates a new task
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Create opportunity in GoHighLevel
Creates a new instance of the support system
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Create contact in GoHighLevel
Adds a new contact to the database
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Create note in GoHighLevel
Creates a new note in the particular format
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Search contact in GoHighLevel
Finds and retrieves contact information
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Update opportunity in GoHighLevel
Updates the opportunity details as needed
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Create user in GoHighLevel
Generates a new user account
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Search opportunity in GoHighLevel
Searches for a opportunity
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Create appointment in GoHighLevel
Schedule a new appointment
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Get contact by ID in GoHighLevel
Retrieves a contact's information based on their id
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Add tag to existing contact in GoHighLevel
Adds tag to an existing contact
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Remove tag from existing contact in GoHighLevel
Removes tag of an existing contact
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Search user in GoHighLevel
Finds and retrieves user information
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Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
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Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
Try it →
No action is available

What can you automate with GoHighLevel + Quotient?

Streamline your sales pipeline by connecting quote activities directly to your CRM records and automated tasks.

What you can automate?
🔄
Sync accepted quotes to your CRM
Automatically update your GoHighLevel opportunities the moment a client accepts a quote in Quotient. Keep your sales pipeline accurate without lifting a finger.
📋
Capture every quote detail and question
Map custom quote answers, questions, and view events from Quotient straight into GoHighLevel records. Ensure your sales team has full context before every call.
🔔
Notify your team about quote updates
Trigger immediate internal alerts in Slack or Gmail whenever a prospect views, accepts, or declines a quote in Quotient.
🔀
Route leads based on quote value
If a Quotient quote exceeds a specific threshold, create a high-priority opportunity in GoHighLevel; otherwise, log it as a standard contact.
🔄
Keep CRM records updated in real time
Reflect the latest quote status changes from Quotient across your GoHighLevel contacts and pipeline stages automatically.
👥
Match and update existing contacts
Search for existing contacts in GoHighLevel before creating new ones when a quote is sent, preventing duplicate entries in your database.
⏱️
Handle quote declines and expirations
When a quote is declined in Quotient, update the GoHighLevel opportunity status and trigger a re-engagement task for your sales rep.
📊
Log quote data in Google Sheets
Send accepted quote details from Quotient and contact records from GoHighLevel straight into Google Sheets for financial reporting.
And much more...

Who is GoHighLevel + Quotient integration for?

Connecting GoHighLevel and Quotient helps sales teams, project managers, and agencies eliminate manual data entry, track quote statuses, and streamline client follow-ups.

Sales managers
Sales managers
Account executives
Account executives
Agency directors
Agency directors
Sales operations specialists
Sales operations specialists
Customer success leads
Customer success leads
RevOps analysts
RevOps analysts
📈
Sales managers
You are tracking quote acceptance rates in GoHighLevel but pipeline reports only update when someone manually exports quote data from Quotient, so the revenue metrics you review are always a few days behind — with this integration, every accepted quote updates your GoHighLevel opportunity instantly and your pipeline numbers stay current.
Account executives
You are manually creating tasks in GoHighLevel whenever a client asks a question in Quotient, but busy schedules mean follow-ups happen hours later and deals go cold — automating both apps means every quote question immediately generates a GoHighLevel task so you can respond while buyer intent is high.
📊
Agency directors
You are managing client accounts in GoHighLevel while sending proposals through Quotient, but keeping both platforms aligned takes hours of manual review each week — with this integration, every new quote event automatically updates your GoHighLevel records and keeps client reporting accurate.
💼
Sales operations specialists
You are processing hundreds of proposals in Quotient and trying to copy customer details into GoHighLevel by hand, but high lead volumes cause missed entries and broken tracking — automating both apps means every sent quote instantly creates a clean GoHighLevel contact without manual data entry.
🤝
Customer success leads
You are waiting for sales reps to manually notify you when a Quotient quote is accepted so you can set up GoHighLevel onboarding tasks, but communication gaps delay project handoffs — connecting these apps means every accepted quote automatically creates the necessary GoHighLevel tasks for your team.
🗂️
RevOps analysts
You are auditing customer lifecycles across GoHighLevel and Quotient, but manual updates leave blank fields and inconsistent records in your CRM — automating both apps means every quote status change correctly updates your GoHighLevel database with a complete history.
Our team

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Why choose Integrately to automate GoHighLevel + Quotient

Build and manage your GoHighLevel + Quotient automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect GoHighLevel + Quotient with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect GoHighLevel to Quotient?
Frequently Asked Questions
You can connect GoHighLevel to Quotient easily using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the automation and map the fields for your exact workflow.
Can I automatically update GoHighLevel opportunities when a Quotient quote is accepted?
Frequently Asked Questions
Can I connect GoHighLevel, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for GoHighLevel and Quotient?
Frequently Asked Questions
How does GoHighLevel handle contact creation from quote events?
Frequently Asked Questions
How does Quotient trigger automations when a customer views a quote?
Frequently Asked Questions
Can I automate GoHighLevel and Quotient workflows without coding?
Frequently Asked Questions
Is the GoHighLevel and Quotient integration free?
Frequently Asked Questions
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You Can Also Connect GoHighLevel or Quotient With 1500+ Other Apps

GoHighLevel
Popular GoHighLevel Integrations
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Quotient
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Sync Quotient with invoicing, project management, and document storage tools to streamline your billing and proposal workflows.
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