Quotient + Zengine Integration

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Quotient + Zengine Integration

Create Zengine record for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Zengine account is up-to-date with the latest record 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 record in Zengine 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 record in Zengine.
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Quotient + Zengine 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
  • Zengine
    New record is created in Zengine Instant
  • Zengine
    New record is updated in Zengine Instant
  • Zengine
    New task is added in Zengine Instant
  • Zengine
    New event is added in Zengine Instant
2.
  • Zengine
    Create new record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine
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Integrate Quotient & Zengine In 1 Click
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