PersistIQ + Quotient Integration

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

Make use of PersistIQ 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. And automate all the repetitive tasks between PersistIQ & Quotient using Integrately.
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Ready Workflows For PersistIQ + Quotient Integration

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Quotient + PersistIQ Integration

Create PersistIQ prospect for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your PersistIQ account is up-to-date with the latest prospect 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 prospect in PersistIQ 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 prospect in PersistIQ.
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Create Your Own PersistIQ & Quotient Integration Without Any Code

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PersistIQ + Quotient Integration
  • PersistIQ
    Prospect is created in PersistIQ
  • 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
  • PersistIQ
    Add prospect to campaign in PersistIQ
  • PersistIQ
    Create or update prospect in PersistIQ
  • PersistIQ
    Create prospect in PersistIQ
  • PersistIQ
    Update prospect status in PersistIQ
  • PersistIQ
    Add do not contact domain in PersistIQ
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Integrate PersistIQ & Quotient In 1 Click
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