Zoho CRM + Quotient Integration

Connect Zoho CRM to Quotient - Automate your workflows in 1-click

Make use of Zoho CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Quotient automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Combine the benefits of both with Integrately’s Zoho CRM + Quotient integration.

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Ready Workflows For Zoho CRM + Quotient Integration

Just click on the workflow you want to automate

Create Zoho CRM contact for new Quotient quote

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

Activate

Create Zoho CRM module for new Quotient quote

Quotient + Zoho CRM Integration

Activate

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Create Your Own Zoho CRM & Quotient Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Zoho CRM
Triggers the automation when a new contact is created
Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Instant
Lead is created in Zoho CRM
Triggers the automation when a new lead is created
Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
User is created in Zoho CRM
Triggers the automation when a new user is created
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
Instant

Create or Update Lead in Zoho CRM
Add attachment in Zoho CRM
Adds an attachment to an email or message
Create module entry in Zoho CRM
Creates a new entry in a module
Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
Update module entry in Zoho CRM
Updates the information for a module entry
Search module entry in Zoho CRM
Searches for a module entry
Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
Create or Update Contact in Zoho CRM
Adds or update contact information
Search contact in Zoho CRM
Finds and retrieves contact information
Convert lead in Zoho CRM
Convert potential leads into customers
Search lead in Zoho CRM
Retrieves information for a particular lead
Add note to module entry in Zoho CRM
Adds a note to a module entry
Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria

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750 Tasks

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Integrate Zoho CRM & Quotient In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Zoho CRM or Quotient With 1200+ Other Apps

ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

See Zoho CRM Integrations

Quotient is a revolutionary online quoting tool that allows you to show your customers all the options they need with just one click. It's simple, intuitive and helps you win more business with better quotes.

See Quotient Integrations