Quotient + Cloze Integration

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Quotient + Cloze Integration

Create Cloze person for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Cloze account is up-to-date with the latest person 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 person in Cloze 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 person in Cloze.
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Quotient + Cloze 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
  • Cloze
    Person is changed in Cloze Instant
  • Cloze
    Project is changed in Cloze Instant
  • Cloze
    Company is changed in Cloze Instant
2.
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze
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