Platform.ly + Quotient Integration

Connect Platform.ly to Quotient - Automate your workflows in 1-click

Set up Platform.ly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Quotient automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. And automate all the repetitive tasks between Platform.ly & Quotient using Integrately.

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Ready Workflows For Platform.ly + Quotient Integration

Just click on the workflow you want to automate

Add a note to contact in Platform.ly when Quote is accepted in Quotient

Quotient + Platform.ly Integration

Activate

1of1

Create Your Own Platform.ly & Quotient Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Platform.ly
Triggers the automation whenever a new contact is created
Tag is created in Platform.ly
Triggers the automation whenever a tag is added
Custom field is created in Platform.ly
Triggers the automation whenever a new custom field is created
Segment is created in Platform.ly
Triggers the automation whenever a segment is created
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 Platform.ly
Automatically adds a new contact to the database
Update Contact in Platform.ly
Automatically updates contact information with new details
Add tag to a contact in Platform.ly
Automatically adds a tag to a contact
Search contact in Platform.ly
Automatically finds and retrieves contact information
Add note to contact in Platform.ly
Automatically adds notes to a contact's profile
Remove tag from contact in Platform.ly
Automatically untag the contact
Remove all tags from contact in Platform.ly
Automatically removes all tags from a contact
Add segment to contact in Platform.ly
Automatically categorize contacts into segments based on predefined criteria
Remove segment from contact in Platform.ly
Automatically removes a segment from a contact
Remove all segments from contact in Platform.ly
Automatically removes all segments from a contact

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Platform.ly & 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 Platform.ly or Quotient With 1200+ Other Apps

Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.

See Platform.ly 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