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Capsule CRM + Quotient Integrations

Capsule CRM logoQuotient logo
Capsule CRM logoQuotient logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Capsule CRM and Quotient.

Connect Capsule CRM + Quotient in Minutes

It's easy to connect Capsule CRM + Quotient and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew or Updated Case

Triggers when a given action is performed on a Case.

InstantNew or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

InstantNew or Updated Contact

Triggers when a given action is performed on a Contact.

InstantNew or Updated Task

Triggers when a given action is performed on a Task.

InstantQuote Accepted

Triggers when a Quote is Accepted.

InstantQuote Declined

Triggers when a Quote is Declined.

InstantCustomer Asked Question

Triggers when a Customer asks a New Question.

InstantQuote Sent

Triggers when a New Quote is first Sent.

InstantCustomer Viewed Quote

Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

How Capsule CRM + Quotient Integrations Work

  1. Step 1: Authenticate Capsule CRM + Quotient.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Capsule CRM + Quotient

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