Quotient + WhatsApp Integration

Integrate Quotient to WhatsApp in one click, or tell Integrately AI how you want each quote handled. Notify clients instantly, track quote statuses, alert your sales team, 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
  • WhatsApp
    Message is received in WhatsApp Instant
Arrow Right
2.
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready WorkflowsReady Workflows   for Quotient + WhatsApp Integration

Send instant messages when quotes are sent, notify your team when quotes are accepted, track declined quotes, and trigger follow-up communications, 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 + WhatsApp flow

Keep your CRM updated, log payments in accounting software, and organise project tasks the moment a quote moves. Pick a combination and activate it in one click.

Quotient
WhatsApp
+
SalesforceSalesforce (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
AsanaAsana (4)
+
XeroXero (4)
Q
S
W
Create a Salesforce lead when a new quote is sent in Quotient, and send a WhatsApp message
New Quotient quotes instantly create leads in Salesforce while sending an automated WhatsApp notification, eliminating manual data entry for your sales reps.
Q
S
W
Update your Salesforce opportunity when a quote is accepted in Quotient, and send a WhatsApp template message
Accepted quotes update your Salesforce pipeline stages automatically and trigger a WhatsApp template message to confirm the agreement.
Q
S
W
Update lead status in Salesforce when a quote is declined in Quotient, and send a WhatsApp message
Declined quotes update Salesforce lead statuses instantly so your team can follow up via WhatsApp without delay.
Q
S
W
Create a Salesforce task when a customer asks a question in Quotient, and send a WhatsApp alert
Customer enquiries in Quotient create urgent Salesforce follow-up tasks and trigger WhatsApp alerts for fast response times.

Supported triggers and actions for Quotient and WhatsApp

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 →
Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
Try it →
Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
Try it →
Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
Try it →
Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
Try it →
No action is available
WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
Try it →
Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with Quotient + WhatsApp?

Streamline your quoting workflow by connecting Quotient events to WhatsApp messages and downstream business applications.

What you can automate?
🚀
Send WhatsApp messages instantly when quotes are sent
Automatically dispatch a WhatsApp message to clients or team members the moment a new quote is sent in Quotient. Eliminate manual typing and ensure immediate communication.
📋
Capture every submitted quote detail accurately
Map all available Quotient proposal data into your CRM or spreadsheets instead of just basic contact names. Your records become a comprehensive source for review.
🔔
Alert the right team member as soon as events happen
Notify assigned sales reps on WhatsApp whenever a customer asks a question or accepts a quote in Quotient, ensuring rapid internal response times.
🔀
Route actions differently based on quote status
Trigger specific workflows depending on whether a quote is accepted, declined, or viewed by the client, tailoring your communication automatically.
🔄
Keep your destination records continuously updated
Synchronize quote stage changes and customer responses across your databases in real time, preventing outdated pipeline data.
Add or update records without creating duplicates
Match incoming Quotient quote data against existing CRM contacts and database entries to update records cleanly rather than generating clutter.
💳
Handle later proposal stages and invoicing workflows
Trigger accounting tasks, Stripe invoices, or onboarding projects automatically once a quote is accepted by the customer.
🔗
Extend your quoting flow to popular business apps
Connect Quotient and WhatsApp with Salesforce, Gmail, Stripe, Google Drive, Asana, or Xero to build multi-step operational pipelines.
And much more...

Who is Quotient + WhatsApp integration for?

Sales professionals, account managers, and business owners relying on Quotient quotes and WhatsApp messaging benefit from streamlined client communication and automated workflows.

Sales directors
Sales directors
Account managers
Account managers
Client success teams
Client success teams
Business owners
Business owners
Sales reps
Sales reps
Operations leads
Operations leads
📈
Sales directors
You're reviewing proposal metrics every week but your pipeline records only update when someone manually checks Quotient, so the conversion rates you're reporting on are always a few hours behind — with this integration, every accepted quote updates your records instantly and your pipeline stays accurate.
Account managers
You need to respond immediately when clients inspect proposals, but you find out about quote views hours after they happen, delaying your outreach — with this integration, every client view triggers an instant WhatsApp notification and your response time drops.
🤝
Client success teams
You answer to stakeholders who want to see signed agreements and project briefs organized right away, but manual handoffs leave gaps in your documentation — with this integration, every accepted quote archives files and creates tasks automatically.
📊
Business owners
The volume of outgoing quotes is too high for anyone to keep up with status checks and follow-ups by hand, leading to missed deals — with this integration, every quote event triggers automated messaging and CRM updates effortlessly.
💼
Sales reps
You own the client relationship and depend on timely proposal notifications to follow up effectively, but delays mean prospects go cold — with this integration, every new quote event alerts you on WhatsApp the moment it happens.
🗂️
Operations leads
You need a reliable history of all client interactions and proposal statuses, but manual logging leads to missing records and audit gaps — with this integration, every quote change populates your systems accurately and consistently.
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 + WhatsApp

Build and manage your Quotient + WhatsApp 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 + WhatsApp 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
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Quotient to WhatsApp?
Frequently Asked Questions
You can connect Quotient to WhatsApp in 1-click using ready-made templates on Integrately. Simply select the Quotient and WhatsApp integration, authorize your accounts, and let Integrately AI help map your fields instantly.
Can I automatically send WhatsApp messages when a new quote is sent in Quotient?
Frequently Asked Questions
Can I connect Quotient, WhatsApp, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and WhatsApp?
Frequently Asked Questions
How does Quotient handle quote acceptance data in automations?
Frequently Asked Questions
Can WhatsApp send template messages based on Quotient triggers?
Frequently Asked Questions
Do I need coding skills to automate Quotient and WhatsApp?
Frequently Asked Questions
Is the Quotient and WhatsApp integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Quotient or WhatsApp With 1500+ Other Apps

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WhatsApp
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