Quotient + Salesflare Integration

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Popular Quotient + Salesflare Workflows

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Quotient + Salesflare Integration

Create Salesflare person for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Salesflare 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 Salesflare 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 Salesflare.
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Quotient + Salesflare Integration

Create Salesflare task for new Quotient quote

With this Salesflare 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 Salesflare.

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 + Salesflare 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
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
2.
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Quotient & Salesflare In 1 Click
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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!

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