Quote Roller Integrations

  • Create or update opportunities on SharpSpring for new Quote Roller proposals

    If you're trying to keep your automated marketing workflows triggering as efficiently as possible, don't create bottleneck between Quote Roller and SharpSpring due to manual entry. Set up this Zap instead! From then on, every new propsal on Quote Roller will also trigger the creation or update of a new opportunity on SharpSpring, bringing with it all the information you need to stay on top of those potentials at all times.

    How It Works

    1. A new proposal is created on Quote Roller
    2. Zapier automatically adds or updates an opportunity on SharpSpring

    What You Need

    • Quote Roller account
    • SharpSpring account
  • Post Slack messages for new Quote Roller proposals

    SWant to make sure the guys on Slack are up to date with all your sales efforts without breaking your focus as you work? Set up this Quote Roller Slack integration to enjoy automated updates from then on. Once you do, a new message will be sent on Slack for every new proposal on Quote Roller, making sure everyone is in the loop with all the information you need.

    How It Works

    1. A new proposal is created on Quote Roller
    2. Zapier automatically sends a message on Slack

    What You Need

    • Quote Roller account
    • Slack account
  • Add new Vtiger contacts to Quote Roller

    Would you like to automatically copy new contacts from Vtiger to Quote Roller ? This zap will do that for you. It creates a contact in Quote Roller whenever it finds a new contact in Vtiger.

    How It Works

    1. Someone creates a contact in Vtiger
    2. Zapier pulls it from Vtiger and creates a new contact in Quote Roller.

    What You Need

    • A Quote Roller account
    • A Vtiger account
  • Create companies on Quote Roller for new items on Podio

    If you want to be able to prepare those proposals efficiently, you'll need to have the latest information at your disposal at all times. Keep the data flowing from Podio to Quote Roller smoothly by using this integration between the two. Once you put it to work, every new item on Podio will automatically trigger the addition of a new company to Quote Roller, making sure your lists are populated for you from then on.

    How It Works

    1. A new item is created on Podio
    2. Zapier automatically creates a company on Quote Roller

    What You Need

    • Podio account
    • Quote Roller account
  • Add contacts to Quote Roller from new HubSpot form submissions

    With all that potential business coming in through HubSpot, it would be a shame to miss out on anything or slow yourself down because you missed someone. Put this HubSpot Quote Roller integration to work and keep your lists healthy and updated at all times. Every new form submission received on HubSpot will start triggering it from the moment you set it up, creating a new contact on Quote Roller with all its information in response each time.

    How It Works

    1. A new submission is received on HubSpot
    2. Zapier automatically creates a contact on Quote Roller

    What You Need

    • HubSpot account
    • Quote Roller account
  • Add contacts to Quote Roller from new JotForm submissions

    Need to make sure every single one of those JotForm submissions is being tracked? This JotForm Quote Roller integration will happily take over that job for you. Once you set it up, every new submission on JotForm will automatically result in a new contact on Quote Roller, making sure your proposals can always rely on the latest available information no matter how busy it gets.

    How It Works

    1. A new submission is received on JotForm
    2. Zapier automatically creates a contact on Quote Roller

    What You Need

    • JotForm account
    • Quote Roller account
  • Send new Quote Roller contacts to ActiveCampaign

    Want to extend the reach of your marketing as much as possible? Make sure all your business contacts are accurately accounted for with this Quote Roller ActiveCampaign integration. Set it up to have new contacts on Quote Roller automatically sent over to ActiveCampaign as new matching contacts (or updates to existing ones), keeping your lists updated to make sure your voice is heard by the largest possible audience at all times.

    How It Works

    1. A new contact is added on Quote Roller
    2. Zapier automatically creates or updates a contact on ActiveCampaign

    What You Need

    • Quote Roller account
    • ActiveCampaign account
  • Create new deals on Agile CRM for new Quote Roller proposals

    If you need your proposals on Quote Roller to trigger workflows on Agile CRM, there's no need to copy data back and forth manually. Have everything organized the moment you're ready by using this Quote Roller AgileCRM integration. Once it's active, every new proposal on Quote Roller will also create a matching deal on Agile CRM, keeping up with your business across the board while you focus on closing those deals.

    How It Works

    1. A new proposal is added on Quote Roller
    2. Zapier automatically creates a new deal on Agile CRM

    What You Need

    • Quote Roller account
    • Agile CRM account
  • Add new Quote Roller proposals to Google Drive as new files

    Good record keeping and backups are essential, but this doesn't mean you need to spend your time handling them manually. Use this Quote Roller Google Drive integration to automate the whole process instead. Once you do, a new file will automatically be created on Google Drive for every new proposal on Quote Roller, keeping up with all your documentation so you can focus on getting it out the door, confident it'll be tracked accurately from then on.

    How It Works

    1. A new proposal is added on Quote Roller
    2. Zapier automatically creates a new file on Google Drive

    What You Need

    • Quote Roller account
    • Google Drive account
  • Add cards on Trello for new Quote Roller proposals

    Want to make sure those Trello tasks for your proposals are handled as soon as they can be? Automate the connection with Quote Roller by using this Zap and we'll take care of it for you. After it's been set up, every new proposal on Quote Roller will also create a card on Trello, making sure your workflow can keep moving as swiftly as possible.

    How It Works

    1. A new proposal is created on Quote Roller
    2. Zapier automatically adds a card on Trello

    What You Need

    • Quote Roller account
    • Trello account
  • Create Quote Roller proposals for new entries on Wufoo

    Need to make sure all those Wufoo entries get processed on Quote Roller as soon as possible? Don't slow things down by extracting them manually—put this Wufoo Quote Roller integration to work instead. Once you do, every new entry received on Wufoo will automatically create a new proposal on Quote Roller, keeping the ball rolling no matter how busy you get.

    How It Works

    1. A new entry is received on Wufoo
    2. Zapier automatically creates a proposal on Quote Roller

    What You Need

    • Wufoo account
    • Quote Roller account
  • Create new projects on Asana for new Quote Roller proposals

    Looking for a little help with all that tedious prep work for new projects? Setting up this Quote Roller Asana integration will definitely help with some of that. After you go through a few simple configuration steps it'll be ready to go, watching Quote Roller for new proposals from then on. Each new instance it detects will trigger it, creating a new project on Asana for you automatically so your work environment is always ready and waiting from then on.

    How It Works

    1. A new proposal is added on Quote Roller
    2. Zapier automatically creates a new project on Asana

    What You Need

    • Quote Roller account
    • Asana account
  • Create new notes on Insightly for new proposals on Quote Roller

    Need to make sure all those Quote Roller proposals are included with the rest of your CRM data? This Quote Roller Insightly integration will help track them all for you. Activate it to start watching Quote Roller from then on, triggering with each new proposal and creating a new note on Insightly automatically. Include all the information you want to pass over during setup, and never worry about keeping this data updated from then on!

    How It Works

    1. A new proposal is added on Quote Roller
    2. Zapier automatically adds a new note on Insightly

    What You Need

    • Quote Roller account
    • Insightly account
  • Send new Insightly tasks to Quote Roller as new proposals

    Feeling like it takes too long to get the data for all the Quote Roller proposals you should be making? We'll create them for you if you set up this Quote Roller Insightly integration. From then on, every new task you create on Insightly will trigger a new proposal on Quote Roller automatically, copying all the information you need to land that deal as quickly as possible.

    How It Works

    1. A new task is created on Insightly
    2. Zapier automatically creates a proposal on Quote Roller

    What You Need

    • Insightly account
    • Quote Roller account
  • Send new Quote Roller contacts to Insightly

    An updated contact list is essential for a healthy CRM platform, but that doesn't mean you have to handle the job personally. Setting up this Quote Roller-Insightly integration will save you some time by keeping your lists updated for you. Once it's active, a new contact will be added to Insightly for every new one created on Quote Roller, giving you an automated and hands-off mechanism to populate your records from then on.

    How It Works

    1. A new contact is created on Quote Roller
    2. Zapier automatically creates a contact on Insightly

    What You Need

    • Quote Roller account
    • Insightly account
  • Create Asana tasks for new Quote Roller proposals

    Want to make sure you cover all your bases with every proposal on Quote Roller? Put this Quote Roller Asana integration to work and track everything that needs to get done automatically. After it's been set up, a new task will be created on Asana for each new proposal created on Quote Roller, giving you all the actionable items you need to make sure your proposal checklist is taken care of every time.

    How It Works

    1. A new proposal is added on Quote Roller
    2. Zapier automatically adds a task on Asana

    What You Need

    • Quote Roller account
    • Asana account
  • Create new companies on Quote Roller for new Google Contacts

    The faster you get those proposals out the door, the more likely you are to land them—so don't slow yourself down by having to look up those contacts. Use this Zap to keep yourself organized automatically by integrating your Google Contacts with Quote Roller. After it's been set up, a new company will be added to Quote Roller for every new contact added to Google Contacts, ensuring that you always have the latest information, anywhere you look.

    How It Works

    1. A new contact is added on Google Contacts
    2. Zapier automatically creates a company on Quote Roller

    What You Need

    • Google Contacts account
    • Quote Roller account
  • Create deals on Pipedrive for new proposals on Quote Roller

    Want to make sure your Pipedrive includes all the potentials you're addressing on Quote Roller? Set up this Quote Roller Pipedrive integration to enjoy an automated connection between the two apps from then on. Once you do, every new proposal you add to Quote Roller will automatically add a new deal on Pipedrive, bringing in all the information to fully update both systems with a single entry from then on.

    How It Works

    1. A new proposal is added on Quote Roller
    2. Zapier automatically adds a new deal on Pipedrive

    What You Need

    • Quote Roller account
    • Pipedrive account
  • Create new rows on Google Sheets for new Quote Roller proposals

    Need to track your Quote Roller proposals in Google Sheets, but can't bear the thought of filling out each cell manually every time? Set up this Quote Roller Google Sheets integration and never worry about that again. When you do, every new proposal created on Quote Roller will automatically have its data sent over to Google Sheets, creating a new row with all the details you need and none of the effort you dread.

    How It Works

    1. A new proposal is added on Quote Roller
    2. Zapier automatically adds a new row on Google Sheets

    What You Need

    • Quote Roller account
    • Google Sheets account
  • Send new Quote Roller contacts to MailChimp as new subscribers

    Make sure those newsletters are being sent to everyone that matters by keeping your contact lists connected automatically. Set up this Zap and we'll handle the integration between Quote Roller and MailChimp for you. Once you do, a new subscriber will be added to MailChimp for every new contact on Quote Roller, ensuring you never miss an opportunity to spread the word about your business.

    How It Works

    1. A new contact is added on Quote Roller
    2. Zapier automatically adds a subscriber to MailChimp

    What You Need

    • Quote Roller account
    • MailChimp account
  • Add Quote Roller contacts to Gro CRM

    Are you completely and totally frustrated by manually entering data into your CRM? Setting up this Quote Roller-Gro CRM integration will save you large quantities of time. This Quote Roller-Gro CRM integration automatically creates a new contacts in Gro CRM. Rock on!

    How this Quote Roller-Gro CRM integration works

    1. A new contact is created on Quote Roller
    2. Zapier automatically creates a new contact in Gro CRM

    Apps involved

    • Quote Roller
    • Gro CRM
  • Send new Quote Roller contacts to an AWeber list

    Sending a proposal or quote is a great start, but don't stop there. Continue that relationship through automated, engaging email campaigns. This Zapier integration will create a new AWeber subscriber whenever a contact is created in Quote Roller.

    How it works

    1. A new contact is created in Quote Roller.
    2. Zapier creates a new AWeber subscriber based on the contact's information.

    What you need

    • Quote Roller account
    • AWeber account

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Quote Roller Integration Details

Launched on Zapier February 17, 2014

Zapier combines Triggers (like "New Category") and Actions (like "Create Note") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Quote Roller Triggers, Searches, and Actions are supported by Zapier:

New Category

Triggers on a new category

New Product

Triggers on a new product

New Service

Triggers whenever a new service is added to your catalog

New Company

Triggers when a new company is added!

New Note

Triggers when a new note is added to a proposal

New Contact

Triggers whenever you add a new contact!

New User

Triggers when a new quoteroller user is added to the authorized account

New Template

Triggers when a new template is created!

New Proposal

Triggers when a new proposal is created!

New Subscription

Triggers when a new subscription is created

New Proposal Comment

Triggers when a new comment is added to a proposal.

New Tax

Triggers when a new tax is added!

Create Note

Creates a new note on a proposal

Create Company

Create a company that can be used for proposals

Create Contact

Creates a contact

Create Proposal

Creates a new proposal!

Create Product

Create a product that can be used in proposals.

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