Quotient + SalesUp! Integration

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Quotient + SalesUp! Integration

Create SalesUp! contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your SalesUp! 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 SalesUp! 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 SalesUp!.
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Quotient + SalesUp! 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
2.
  • SalesUp!
    Create contact in SalesUp!
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750 Tasks
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