Real Geeks + Quotient Integration

Connect Real Geeks to Quotient - Automate your workflows in 1-click

Make use of Real Geeks 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. Combine the benefits of both with Integrately’s Real Geeks + Quotient integration.
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Quotient + Real Geeks Integration

Create Real Geeks contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Real Geeks 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 Real Geeks 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 Real Geeks.
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Real Geeks + Quotient Integration
1.
  • Real Geeks
    Lead is created in Real Geeks

    Triggers the automation when a new lead is created

  • Quotient
    Quote is accepted in Quotient

    Triggers the automation when any quote is accepted

    Instant
  • Quotient
    Quote is declined in Quotient

    Triggers the automation when a quote is rejected or not accepted

    Instant
  • Quotient
    New quote is sent in Quotient

    Triggers the automation when a new quote is sent

    Instant
  • Quotient
    Customer asks a new question in Quotient

    Triggers the automation when a customer asks a new question

    Instant
  • Quotient
    Customer views a quote in Quotient

    Triggers the automation when a customer views a quote

    Instant
2.
  • Real Geeks
    Create a lead in Real Geeks

    Creates a new lead

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Integrate Real Geeks & Quotient In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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