Holded + Quotient Integration

Connect Holded to Quotient - Automate your workflows in 1-click

Make use of Holded 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. Combine the benefits of both with Integrately’s Holded + Quotient integration.

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Ready Workflows For Holded + Quotient Integration

Just click on the workflow you want to automate

Create Holded contact for new Quotient quote

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

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Create Holded deal for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an deal in Holded. 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 Holded, you'll be able to work smarter, not harder.

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Create Your Own Holded & Quotient Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Purchase is created in Holded
Triggers the automation whenever a new purchase is created
Invoice is created in Holded
Triggers the automation whenever any invoice is added or modified
Quote is accepted in Quotient
Triggers the automation whenever any quote is accepted
Instant
Quote is declined in Quotient
Triggers the automation whenever a quote is rejected or not accepted
Instant
New quote is sent in Quotient
Triggers the automation whenever a new quote is sent
Instant
Customer asks a new question in Quotient
Triggers the automation whenever a customer asks a new question
Instant
Customer views a quote in Quotient
Triggers the automation whenever a customer views a quote
Instant

Create contact in Holded
Automatically adds a new contact to the database
Search contact by email in Holded
Automatically finds and retrieves contact information using their email address
Update contact in Holded
Automatically updates contact information with new details
Search contact by phone in Holded
Automatically find information about a contact using the phone number
Create sales invoice in Holded
Automatically generates a new sales invoice with pre-filled details
Create purchase invoice in Holded
Automatically generates a purchase invoice for a sales transaction
Create deal in Holded
Automatically generates a new deal with
Create credit note in Holded
Automatically generates a credit note for returned items
Mark invoice as paid in Holded
Automatically updates invoice status to paid
Send invoice in Holded
Automatically generates and send invoices to clients
Create sales receipt in Holded
Automatically generates and send sales receipts to customers
Mark credit note as paid in Holded
Automatically updates credit note status to paid when payment is received
Create quote in Holded
Automatically generates a new quote with pre-filled information
Create sales order in Holded
Automatically generates a new sales order with pre-filled details
Create product in Holded
Automatically generates and launch new products
Create event in Holded
Automatically adds a new contact to the contact list
Create payment in Holded
Automatically generates and process a payment transaction
Create employee in Holded
Automatically adds a new contact to the contact list

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Holded & Quotient In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Holded or Quotient With 1200+ Other Apps

Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.

See Holded Integrations

Quotient is a revolutionary online quoting tool that allows you to show your customers all the options they need with just one click. It's simple, intuitive and helps you win more business with better quotes.

See Quotient Integrations