Quotient + Salesforce Integration

Connect Quotient to Salesforce in 1 click

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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
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for Quotient + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Quotient + Salesforce Integration

Create Salesforce contact for new Quotient quote

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

Create Salesforce opportunity for new Quotient quote

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

Having your quote and opportunity 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 Salesforce, you'll be able to work smarter, not harder.
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Quotient + Salesforce Integration

Create Salesforce task for new Quotient quote

With this Salesforce 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 Salesforce.

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

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Quotient Automations from
Integrately Community

Just click on the workflow you want to automate

Quotient logo
Kommo (amoCRM) logo
Create Kommo (amoCRM) contact for new Quotient quote
Activate
Quotient logo
HubSpot logo
Create HubSpot contact for new Quotient quote
Activate
Quotient logo
HubSpot logo
Create HubSpot deal for new Quotient quote
Activate
Quotient logo
Airtable logo
Create Airtable record for new Quotient quote
Activate
Quotient logo
Zoho CRM logo
Create Zoho CRM contact for new Quotient quote
Activate
Quotient logo
Kommo (amoCRM) logo
Create Kommo (amoCRM) contact for new Quotient quote
Activate
Quotient logo
HubSpot logo
Create HubSpot contact for new Quotient quote
Activate
Quotient logo
HubSpot logo
Create HubSpot deal for new Quotient quote
Activate
Quotient logo
Airtable logo
Create Airtable record for new Quotient quote
Activate
Quotient logo
Zoho CRM logo
Create Zoho CRM contact for new Quotient quote
Activate
Quotient logo
Quickbooks Online logo
Create Quickbooks Online order when Quote is accepted in Quotient
Activate
Quotient logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Quotient quote
Activate
Quotient logo
Follow Up Boss logo
Create Follow Up Boss contact for new Quotient quote
Activate
Quotient logo
Nimble logo
Create Nimble task for new Quotient quote
Activate
Quotient logo
Alegra logo
Create Alegra invoice when Quote is accepted in Quotient
Activate
Quotient logo
Quickbooks Online logo
Create Quickbooks Online order when Quote is accepted in Quotient
Activate
Quotient logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Quotient quote
Activate
Quotient logo
Follow Up Boss logo
Create Follow Up Boss contact for new Quotient quote
Activate
Quotient logo
Nimble logo
Create Nimble task for new Quotient quote
Activate
Quotient logo
Alegra logo
Create Alegra invoice when Quote is accepted in Quotient
Activate

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
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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Want to automate something else in your workflow?

You Can Also Connect Quotient or Salesforce With 1400+ Other Apps

Quotient
Quotient
Quotient is a revolutionary online quoting tool that allows you to show your customers all the options they need with just one click. It's simple, intuitive and helps you win more business with better quotes.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.