Workbooks CRM + Quotient Integration

If your business uses Quotient to create quote, you'll want to make sure that your Workbooks CRM 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 Workbooks CRM 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 Workbooks CRM.

With this Workbooks CRM 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 Workbooks CRM.

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!