Quotient + Metroleads Integration

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Quotient + Metroleads Integration

Create Metroleads lead for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Metroleads account is up-to-date with the latest lead 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 lead in Metroleads 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 lead in Metroleads.
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Quotient + Metroleads Integration
1.
  • 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.
  • Metroleads
    Create lead in Metroleads
  • Metroleads
    Search lead in Metroleads
  • Metroleads
    Assign a lead in Metroleads
  • Metroleads
    Update lead in Metroleads
  • Metroleads
    Get recent leads in Metroleads
  • Metroleads
    Unassign a lead in Metroleads
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