Quotient + Salesmate Integration

Integrate Quotient to Salesmate in one click, or tell Integrately AI how you want each quote handled. Create deals, log activities, update customer notes, 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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for Quotient + Salesmate Integration

Create deals from new quotes, update records, log activities, and alert your sales team, all in just one click.

Most popular automationmost-popular-automations
Quotient + Salesmate Integration

Create Salesmate contact for new Quotient quote

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

Create Salesmate deal for new Quotient quote

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

Having your quote and deal 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 Salesmate, you'll be able to work smarter, not harder.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Quotient + Salesmate flow

Send quote notifications, log documents in storage, email clients, and track payments to keep your sales cycle moving. Pick a combination and activate it in one click.

Quotient
Salesmate
+
HubspotHubspot (4)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
Q
S
H
Create a Salesmate deal for every new Quotient quote, and add the contact in HubSpot
New Quotient quotes appear in Salesmate as a new deal and in HubSpot as a new contact instantly, so your sales pipeline stays updated.
Q
S
H
When a Quotient quote is accepted, update the Salesmate deal and create a company in HubSpot
Accepted quotes in Quotient update your Salesmate deal status and create a company in HubSpot automatically.
Q
S
H
When a customer asks a question in Quotient, log a Salesmate activity and create a HubSpot task
Client questions in Quotient generate Salesmate activities and HubSpot follow-up tasks instantly.
Q
S
C
H
Use Claude to analyse Quotient quote feedback, update the Salesmate deal, and create a HubSpot note
Claude reviews Quotient feedback before updating your Salesmate deal and logging a HubSpot note.

Supported triggers and actions for Quotient and Salesmate

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 β†’
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 β†’
Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
Try it β†’
Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
Try it β†’
No action is available
Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
Try it β†’
Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
Try it β†’
Deal is created in Salesmate
Triggers the automation when a deal is created
Try it β†’
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
Try it β†’
Company is created in Salesmate
Triggers the automation when a new company is created
Try it β†’
Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
Try it β†’
Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
Try it β†’
Activity is created in Salesmate
Triggers the automation when a new activity is created
Try it β†’
Create contact in Salesmate
Adds a new contact to the database
Try it β†’
Search contact in Salesmate
Finds and retrieves contact information
Try it β†’
Update contact in Salesmate
Updates contact information with new details
Try it β†’
Get contact by id in Salesmate
Retrieves a contact's information based on their id
Try it β†’
Create deal in Salesmate
Generates a new deal with
Try it β†’
Update deal in Salesmate
Updates deal information based on new criteria or changes
Try it β†’
Search deal in Salesmate
Retrieves and find a deal
Try it β†’
Create activity in Salesmate
Generates a new activity or task
Try it β†’
Update activity in Salesmate
Updates the activity with the latest information
Try it β†’
Search activity in Salesmate
Retrieves search results based on particular criteria
Try it β†’
Create company in Salesmate
Generates a new company profile with given details
Try it β†’
Update company in Salesmate
Updates company information
Try it β†’
Search company in Salesmate
Finds information about a company
Try it β†’
Create note in Salesmate
Creates a new note in the particular format
Try it β†’

What can you automate with Quotient + Salesmate?

Streamline your sales pipeline by syncing quotes, deals, contacts, and activities between Quotient and Salesmate automatically.

What you can automate?
πŸ“‹
Sync every new quote straight to your CRM
Turn every sent quote in Quotient into a new deal and contact in Salesmate automatically, eliminating manual data entry.
🎯
Track quote acceptance in real time
Update deal stages in Salesmate the moment a client accepts your quote in Quotient, keeping your pipeline perfectly synchronized.
πŸ””
Alert your team to client inquiries
Create activity records in Salesmate instantly when a customer asks a new question in Quotient, ensuring fast team response times.
πŸ”€
Route deals based on quote responses
Create different deal stages or tasks in Salesmate depending on whether a quote is accepted or declined by your client.
πŸ”„
Keep customer records up to date
Update contact and company information in Salesmate whenever quote details or client questions change in Quotient.
πŸ”
Prevent duplicate entries and records
Search existing contacts in Salesmate before creating new records, ensuring clean data when processing quotes from Quotient.
⏱️
Manage post-quote activities and follow-ups
Create automated follow-up activities in Salesmate when a quote is viewed or left pending by a customer for too long.
🌐
Extend quoting workflows with supporting apps
Connect Quotient and Salesmate with tools like Slack or Google Drive to notify teams or store documents instantly.
And much more...

Who is Quotient + Salesmate integration for?

Sales teams and account managers using Quotient and Salesmate can eliminate manual data entry, keep deals synchronized, and speed up client follow-ups.

Sales Managers
Sales Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Sales Reps
Sales Reps
RevOps Specialists
RevOps Specialists
πŸ“ˆ
Sales Managers
You're reviewing quote performance in Quotient, but your pipeline metrics in Salesmate only update when someone manually logs each deal, so your revenue forecasts are always outdated β€” automating both apps means every new quote creates a deal instantly and your pipeline stays accurate.
⚑
Account Executives
You're sending custom quotes through Quotient, but you find out about client questions too late because notifications stay trapped in the quoting tool, so your response times lag β€” connecting these apps means client inquiries log activities in Salesmate immediately so you can follow up fast.
🀝
Client Success Leads
You're tracking accepted quotes in Quotient, but client onboarding details don't reach your CRM automatically, so your transition from sales to success drops details β€” with this integration, every accepted quote updates your Salesmate records and ensures smooth handoffs.
πŸ“ˆ
Operations Directors
You're managing high volumes of client proposals in Quotient, but manual updates to Salesmate cannot keep pace with seasonal spikes, so pipeline gaps form β€” integrating these apps means high-volume quoting activity flows straight into your CRM without bottlenecks.
πŸ’Ό
Sales Reps
You're closing deals in Quotient, but you depend on manual handoffs to update deal stages in Salesmate, so records remain stale during busy weeks β€” automating both apps means deal updates sync instantly and your workflow moves forward without delays.
πŸ“‹
RevOps Specialists
You're monitoring quote-to-close metrics, but disconnected records between Quotient and Salesmate leave missing history in your audit trails, so reporting fails β€” this integration means every quote interaction logs comprehensive history in your CRM for reliable reporting.
Our team

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Why choose Integrately to automate Quotient + Salesmate

Build and manage your Quotient + Salesmate 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 + Salesmate 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 β€” 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
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2
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 Salesmate?
Frequently Asked Questions
You can connect Quotient to Salesmate in one click using ready-made workflows on Integrately. You can also use Integrately AI to build custom multi-step automations connecting Quotient, Salesmate, and apps like Hubspot, Slack, and Google Drive without writing code.
Can I automatically create a Salesmate deal when a new quote is sent in Quotient?
Frequently Asked Questions
Can I connect Quotient, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and Salesmate?
Frequently Asked Questions
How does Quotient handle quote acceptance data in automations?
Frequently Asked Questions
Can Salesmate deal updates trigger actions in other apps?
Frequently Asked Questions
Do I need coding skills to set up Quotient and Salesmate integrations?
Frequently Asked Questions
Is the Quotient and Salesmate integration free?
Frequently Asked Questions
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You Can Also Connect Quotient or Salesmate With 1500+ Other Apps

Quotient
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Salesmate
Popular Salesmate Integrations
Sync Salesmate with email, calendar, support, and marketing tools to manage leads and close more deals.
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