Quotient + PipelineDeals Integration

Connect Quotient to PipelineDeals in 1 click

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Quotient + PipelineDeals Integration

Create PipelineDeals person for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your PipelineDeals account is up-to-date with the latest person 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 person in PipelineDeals 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 person in PipelineDeals.
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Quotient + PipelineDeals Integration

Create PipelineDeals task for new Quotient quote

With this PipelineDeals and Quotient integration, it is easier than ever to create quote. Now, when you create a quote in Quotient, a corresponding task will be created in PipelineDeals.

This makes it easy for you to keep track of your quote and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Quotient + PipelineDeals Integration

Create PipelineDeals deal for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an deal in PipelineDeals. This saves time and ensures that your quote and deal are always in sync.

Having your quote and deal data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Quotient and PipelineDeals, you'll be able to work smarter, not harder.
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Quotient + PipelineDeals 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
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
2.
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
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