Myphoner + Quotient Integration

Connect Myphoner to Quotient in 1 click

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Quotient + Myphoner Integration

Create Myphoner lead for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Myphoner 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 Myphoner 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 Myphoner.
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Myphoner + Quotient Integration
1.
  • Myphoner
    Lead is archived in Myphoner Instant
  • Myphoner
    Lead is marked for call back in Myphoner Instant
  • Myphoner
    Lead is lost in Myphoner Instant
  • Myphoner
    Lead is won in Myphoner 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.
  • Myphoner
    Create lead in Myphoner
  • Myphoner
    Mark lead as won in Myphoner
  • Myphoner
    Mark lead as lost in Myphoner
  • Myphoner
    Search lead by email in Myphoner
  • Myphoner
    Mark lead for call back in Myphoner
  • Myphoner
    Search for lead in Myphoner
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