Quotient + OneHash CRM Integration

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Quotient + OneHash CRM Integration

Create OneHash CRM contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your OneHash CRM 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 OneHash CRM 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 OneHash CRM.
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Quotient + OneHash CRM 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
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
2.
  • OneHash CRM
    Create customer in OneHash CRM
  • OneHash CRM
    Create contact in OneHash CRM
  • OneHash CRM
    Search contact in OneHash CRM
  • OneHash CRM
    Create lead in OneHash CRM
  • OneHash CRM
    Create quotation in OneHash CRM
  • OneHash CRM
    Create purchase invoice in OneHash CRM
  • OneHash CRM
    Create sales invoice in OneHash CRM
  • OneHash CRM
    Create item in OneHash CRM
  • OneHash CRM
    Create sales order in OneHash CRM
  • OneHash CRM
    Create purchase order in OneHash CRM
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Integrate Quotient & OneHash CRM In 1 Click
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