Ontraport + Quotient

Ontraport + Quotient integrations

Create Quotient leads from new Ontraport contacts

Effortlessly manage your new Ontraport contacts by adding them as leads in Quotient. With this workflow, every time a new contact is added in Ontraport, a lead will be created in Quotient, ensuring their information is accessible and organized in both platforms. Streamline your client management process and save time with this seamless automation.

When this happens...
New ContactTriggers when a new contact is added to Ontraport.
TriggerPolling
automatically do this!
Create LeadCreates a new Lead.
ActionWrite

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More things you can do with Ontraport and Quotient

Discover other triggers and actions you can use with Ontraport and Quotient

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
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- Product Id
  Required
Trigger
Instant
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- Product Id
  Required
Trigger
Instant
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- Contact
  Required
- Tags
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

- Form
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tags Information
- Tag
Action
Write
- Search
  Required
Action
Search
Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer 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.
Trigger
Instant
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

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Related categories

Proposal & Invoice Management