Quotient + Reply Integration

Integrate Quotient to Reply in one click, or tell Integrately AI how you want each quote handled. Push prospects to campaigns, update your sales records, and trigger follow-ups 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
  • Reply
    Contact is created in Reply
  • Reply
    Prospect replies to an email in Reply Instant
  • Reply
    Email is sent in Reply Instant
  • Reply
    Person opens email in Reply Instant
  • Reply
    Reply is marked with new inbox category in Reply Instant
  • Reply
    Prospect finished the sequence in Reply Instant
  • Reply
    Person opts out in Reply Instant
Arrow Right
2.
  • Reply
    Create a person and push to campaign in Reply
  • Reply
    Create or Update Contact in Reply
  • Reply
    Search contact by email in Reply
  • Reply
    Search contact status in campaign in Reply
  • Reply
    Remove a contact from campaign in Reply
  • Reply
    Mark as finished in Reply
  • Reply
    Mark as replied in Reply

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Ready WorkflowsReady Workflows   for Quotient + Reply Integration

Capture new quotes, push prospects to active campaigns, update sales records, and trigger follow-ups, 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 + Reply flow

Sync your sales data with CRMs, spreadsheets, and messaging channels to keep your entire team aligned. Pick a combination and activate it in one click.

Quotient
Reply
+
HubspotHubspot (5)
+
PipedrivePipedrive (4)
+
SalesforceSalesforce (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
Q
R
H
Create a HubSpot contact for every new quote sent in Quotient, and push the person to a campaign in Reply.
Quotient quotes instantly create HubSpot contacts and push prospects into Reply campaigns without manual data entry.
Q
R
H
When a quote is accepted in Quotient, update the contact in HubSpot and mark them as replied in Reply.
Accepted Quotient quotes automatically update your HubSpot records and mark the contact as replied in Reply.
Q
R
H
If a customer asks a question in Quotient, search the contact in HubSpot and create a task in HubSpot.
Quotient prospect questions trigger HubSpot task creation and update your outreach records in Reply.
Q
R
H
Use Claude to evaluate client quote feedback in Quotient, update HubSpot deals, and adjust Reply sequences.
Claude analyses Quotient quote responses to update HubSpot deals and manage Reply sequences intelligently.
Q
R
H
When a quote is declined in Quotient, remove the contact from Reply campaigns and log the loss in HubSpot.
Declined Quotient quotes automatically remove contacts from Reply campaigns and update HubSpot records.

Supported triggers and actions for Quotient and Reply

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
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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
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
Try it →
No action is available
Reply
Reply Triggers & Actions
Contact is created in Reply
Triggers the automation when a new contact is created
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Instant
Prospect replies to an email in Reply
Triggers the automation when a prospect replies to an email
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Instant
Email is sent in Reply
Triggers the automation when an email is sent
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Instant
Person opens email in Reply
Triggers the automation when a person opens an email
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Instant
Reply is marked with new inbox category in Reply
Triggers the automation when a reply is marked with a new inbox category
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Instant
Prospect finished the sequence in Reply
Triggers the automation when prospect finishes the sequence
Try it →
Instant
Person opts out in Reply
Triggers the automation when a person opts out of marketing communications
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Create a person and push to campaign in Reply
Creates a new person and adds them to a campaign
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Create or Update Contact in Reply
Adds or update contact information
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Search contact by email in Reply
Finds and retrieves contact information using their email address
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Search contact status in campaign in Reply
Searches for a contact's status in a campaign
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Remove a contact from campaign in Reply
Removes a contact from a campaign
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Mark as finished in Reply
Mark a task or item as completed
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Mark as replied in Reply
Mark incoming messages as replied to save time and keep track of conversations
Try it →

What can you automate with Quotient + Reply?

Streamline your sales process by connecting proposal generation with automated outreach and CRM updates.

What you can automate?
📋
Sync new quotes to outreach campaigns
Automatically push prospects from sent Quotient quotes into active Reply campaigns without touching a spreadsheet. Eliminate manual data entry and start outreach the moment a proposal goes out.
🔍
Capture every submitted quote detail
Map all available contact information and proposal selections into separate database columns or CRM fields. Your records become a complete and accurate source for review and follow-up.
🔔
Alert your team instantly on key events
Notify sales reps and managers the second a client views, asks a question about, or accepts a quote. Ensure prompt responses to high-intent prospect inquiries.
🔀
Route actions based on quote status
Execute different workflows depending on whether a quote is accepted, declined, or questioned. Automatically stop outreach on won deals and adjust pipeline stages.
🔄
Keep your destination records current
Automatically update contact information, deal stages, and tracking rows across your CRM and spreadsheets as proposal statuses change in Quotient.
👥
Create or update contacts without duplicates
Search existing database records before creating new entries to prevent duplicate contacts when quotes are sent or updated. Maintain clean prospect lists effortlessly.
Handle proposal acceptance and decline
Stop active campaigns when a quote is accepted or remove prospects when a quote is declined. Keep your outreach relevant and respectful of prospect decisions.
🌐
Extend flows to Slack and spreadsheets
Connect Quotient and Reply with Slack, Google Sheets, or Gmail to notify teams, log data, and send custom follow-up emails in a unified pipeline.
And much more...

Who is Quotient + Reply integration for?

Sales leaders and outreach teams use this integration to automate quote tracking, eliminate manual data entry, and streamline client communication across platforms.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Sales Development Reps
Sales Development Reps
RevOps Specialists
RevOps Specialists
Sales Managers
Sales Managers
📈
Sales Operations Managers
You're compiling quote and outreach metrics by hand but your pipeline reports only update when someone manually exports data, so the conversion rates you're reviewing against are always hours behind — with this integration, every quote event updates your records instantly and your pipeline reporting stays current.
Account Executives
You need to follow up the moment a prospect interacts with a proposal, but you find out about quote views too late through delayed manual checks — connecting these apps means every quote action triggers immediate outreach so you can engage clients at the exact right moment.
🎯
Client Success Leads
You answer to executive stakeholders who want to see signed proposals and active campaign statuses, but assembling those updates takes hours of cross-referencing — automating both apps means your stakeholders get real-time visibility into every accepted quote and active client.
🚀
Sales Development Reps
The volume of outbound prospects and quote requests is too high for anyone to keep up by hand without missing follow-ups, leading to stalled deals — this integration means every contact is pushed to your campaigns and updated automatically as proposals move.
🔄
RevOps Specialists
You own the handoff between quoting and outreach and depend on sales reps to manually update CRM records, but information gaps constantly break your workflow — with this integration, contact data and quote statuses flow seamlessly between systems without manual errors.
📋
Sales Managers
You need a reliable history of all proposal interactions and deal outcomes, but you keep finding gaps in your CRM audit logs due to skipped manual entries — connecting these apps means every sent, viewed, and accepted quote is logged accurately every time.
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 + Reply

Build and manage your Quotient + Reply 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 + Reply 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Quotient to Reply?
Frequently Asked Questions
You can connect Quotient to Reply using 1-click ready workflows on Integrately. Link your accounts, select a template or ask Integrately AI to build your custom flow, and your contacts and quotes will sync automatically.
Can I automatically create Reply contacts when a new quote is sent in Quotient?
Frequently Asked Questions
Can I connect Quotient, Reply, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and Reply?
Frequently Asked Questions
How does Quotient handle quote acceptance events in automation?
Frequently Asked Questions
Can Reply campaigns stop automatically when a quote is declined?
Frequently Asked Questions
Do I need coding skills to automate Quotient and Reply?
Frequently Asked Questions
Is the Quotient and Reply integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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