Quotient + Recurly Integration

Integrate Quotient to Recurly in one click, or tell Integrately AI how you want each quote handled. Create contacts, track accepted quotes, update subscription details, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly Instant
Arrow Right
2.
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly

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Ready WorkflowsReady Workflows   for Quotient + Recurly Integration

Capture accepted quotes, create contacts, track subscription updates, and alert your billing team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Quotient + Recurly flow

Sync customer quote details with your CRM, update your financial records, and notify your team the moment a quote is accepted. Pick a combination and activate it in one click.

Quotient
Recurly
+
SalesforceSalesforce (5)
+
HubSpotHubSpot (5)
+
StripeStripe (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
SlackSlack (5)
+
GmailGmail (5)
Q
R
S
Add accepted Quotient quotes as Recurly contacts, and create a lead in Salesforce
Accepted Quotient quotes instantly create Recurly contacts and new Salesforce leads without manual data entry.
Q
R
S
When a Quotient quote is sent, update Recurly contact details and log the update in Salesforce
Keep Salesforce and Recurly updated the moment a new quote goes out in Quotient.
Q
R
S
If a customer asks a question in Quotient, update Recurly and notify Salesforce
Address customer inquiries instantly by syncing Quotient questions with Recurly and Salesforce.
Q
R
S
When a Quotient quote is declined, update Recurly status and log the loss in Salesforce
Keep lost deal records accurate across Recurly and Salesforce when a quote is declined in Quotient.
Q
R
S
Use Claude to evaluate accepted Quotient quotes, create Recurly contacts, and log deals in Salesforce
AI analyses accepted Quotient quotes before creating Recurly contacts and Salesforce deals.

Supported triggers and actions for Quotient and Recurly

Mix and match to build the exact automation you need

Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
Try it →
Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
Try it →
Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
Try it →
Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
Try it →
No action is available
Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
Try it →
Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
Try it →
Transaction is made in Recurly
Triggers the automation when a new transaction occurs
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Account is created in Recurly
Triggers the automation when a new account is created
Try it →
Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
Try it →
Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
Try it →
Create contact in Recurly
Adds a new contact to the database
Try it →
Update contact in Recurly
Updates contact information with new details
Try it →

What can you automate with Quotient + Recurly?

Streamline your quoting and subscription management workflows with ready-made automations.

What you can automate?
Automate contact creation from accepted quotes
Create Recurly contacts automatically the moment a quote is accepted in Quotient, ensuring billing and sales data stay perfectly synchronized.
📋
Capture every quote detail accurately
Map all submitted customer details and line items directly from Quotient into Recurly without manual copy-pasting.
🔔
Notify your team instantly on new events
Alert your sales and finance teams the second a quote is sent, viewed, accepted, or declined.
🔀
Route records based on quote status
Take different automated actions in Recurly depending on whether a customer accepts, declines, or asks questions about a quote.
🔄
Keep account profiles up to date
Automatically update Recurly contact records whenever quote information changes or customer questions arrive.
🔍
Prevent duplicate subscriber accounts
Search existing Recurly records and update current profiles rather than creating redundant entries when quotes are updated.
📅
Handle subscription lifecycle events
Manage subscription expirations, cancellations, and renewals alongside your quoting workflow events.
💬
Extend your workflow to Slack and email
Connect your Quotient and Recurly flow with Slack or Gmail to notify teams and message clients automatically.
And much more...

Who is Quotient + Recurly integration for?

Quotient and Recurly automation removes manual data transfer between your quoting tools and subscription management platforms for revenue teams.

Revenue operations managers
Revenue operations managers
Sales account executives
Sales account executives
Finance directors
Finance directors
Subscription business owners
Subscription business owners
Customer success teams
Customer success teams
Billing administrators
Billing administrators
📈
Revenue operations managers
You're tracking subscription metrics across quoting tools and billing platforms, but your revenue reports only update when someone manually exports records, so the numbers you're reviewing are always hours behind — this integration means every accepted quote lands in Recurly instantly and your financial pipeline stays current.
Sales account executives
You need to kick off customer onboarding the moment an estimate is signed, but manual account creation slows down your handoff to billing — automating both apps means Recurly contacts are created instantly upon quote acceptance and your onboarding process starts without delay.
🤝
Finance directors
You answer to executive stakeholders who need real-time visibility into incoming subscription revenue, but disconnected quoting and billing software leaves gaps in your ledger — connecting these apps means every accepted estimate automatically updates your subscriber database with zero manual data entry.
📊
Subscription business owners
The volume of new quotes and recurring invoices is too high for anyone to keep up by hand, leading to billing bottlenecks and delayed customer setups — with this integration, every quote event flows smoothly into Recurly so your operations scale effortlessly.
🎯
Customer success teams
You own the onboarding stage and depend on sales to hand over signed agreements, but manual notification delays leave you waiting blind — automating both apps means new subscriber records appear in Recurly the second a quote is accepted so you can reach out immediately.
📝
Billing administrators
You need a reliable customer history in your subscription platform, but manual record creation leads to missing accounts and mismatched billing profiles — this integration means every quote update is logged accurately in Recurly and your database remains pristine.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Quotient + Recurly

Build and manage your Quotient + Recurly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Quotient + Recurly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Quotient to Recurly?
Frequently Asked Questions
You can connect Quotient to Recurly in one click using ready-made workflows on Integrately. Select a pre-built template or ask Integrately AI to configure the automation between Quotient, Recurly, and other apps like HubSpot, Slack, or Gmail.
Can I automatically create Recurly contacts when a Quotient quote is accepted?
Frequently Asked Questions
Can I connect Quotient, Recurly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and Recurly?
Frequently Asked Questions
How does Quotient handle quote events in integrations?
Frequently Asked Questions
How does Recurly handle contacts and updates in automations?
Frequently Asked Questions
Do I need coding skills to connect Quotient and Recurly?
Frequently Asked Questions
Is the Quotient and Recurly integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Quotient or Recurly With 1500+ Other Apps

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