Quotient Integrations

  • Get Slack notifications when Quotient quotes are viewed

    As soon as your customer views their quote, you’ll want to hear about it straight away. This Zapier automation keeps you in the loop, by posting a message to Slack the moment a quote is viewed. Now you’ll know precisely when it’s time to follow up with your customer.

    Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

    How this Quotient-Slack integration works

    1. A customer views one of your Quotient quotes
    2. Zapier posts a message to one of your Slack channels

    Apps involved

    • Quotient (account with administrator access)
    • Slack
  • Create Trello cards from accepted Quotient quotes

    Tired of copying and pasting data from Quotient into Trello? Let Zapier take care of this for you. This integration will create a Trello card whenever a quote is accepted in Quotient.

    How this Quotient-Trello integration works

    1. A quote is accepted in Quotient
    2. Zapier creates a new card in Trello

    Apps involved

    • Quotient (account with administrator access)
    • Trello
  • Get a weekly summary of accepted Quotient quotes

    As a manager, it’s helpful to be informed about quotes that have been accepted. With this integration, Zapier can automatically collate accepted quotes into a handy weekly digest. This will give you a sense of how your business is performing week-to-week.

    How this Quotient-Digest-Email integration works

    1. Anytime a quote is accepted, we’ll append it to the weekly digest
    2. At the end of the week, we’ll email you the summary

    Apps involved

    • Quotient account with administrator access
    • Digest by Zapier
    • Email by Zapier
  • Get a weekly email digest of sent Quotient quotes

    Keep your finger on the pulse, with this weekly summary of all sent quotes. When a quote is sent, Zapier will automatically append it to a digest which gets delivered to you as an email at the end of each week. This will help you to stay on top of your game!

    How this Quotient-Digest-Email integration works

    1. Whenever a quote is sent, we’ll add it to a digest
    2. At the end of every week, we’ll send the digest to an email address of your choosing

    Apps involved

    • Quotient account with administrator access
    • Digest by Zapier
    • Email by Zapier
  • Create jobs in ServiceM8 from accepted Quotient quotes

    Streamline your workflow from quote to job. If work needs to be booked in from your accepted Quotient quote, then this Zapier automation makes it easy by creating a ServiceM8 job with all the relevant details from the quote. No more copying and pasting.

    How this Quotient-ServiceM8 integration works

    1. A quote is accepted in Quotient
    2. Zapier creates a new job in ServiceM8

    Apps involved

    • Quotient (account with administrator access)
    • ServiceM8
  • Create Asana projects from accepted Quotient quotes

    Need to plan and allocate tasks from your accepted Quotient quote? Use Zapier to automatically create a project in Asana whenever a quote is accepted in Quotient.

    How this Quotient-Asana integration works

    1. A quote is accepted in Quotient
    2. Zapier creates a new project in Asana

    Apps involved

    • Quotient (account with administrator access)
    • Asana
  • Create Google Calendar events from accepted Quotient quotes

    Getting a Quotient quote accepted is the first step. If work needs to be scheduled in for the next step, then this Zapier automation makes it easy by creating a Google Calendar event with all the relevant details from the quote.

    How this Quotient-Google Calendar integration works

    1. A quote is accepted in Quotient
    2. Zapier creates a new event in Google Calendar

    Apps involved

    • Quotient (account with administrator access)
    • Google Calendar
  • Create Pipedrive deals from new Quotient quotes

    Want to generate deals in Pipedrive as soon as a new quote is sent from Quotient? Now Zapier can automate this for you, taking the hassle out of manually creating deals.

    Note: This Zap can't update existing Pipedrive deals. It can only create brand new deals.

    How this Quotient-Pipedrive integration works

    1. A new quote is sent in Quotient
    2. Zapier creates a new deal in Pipedrive

    Apps involved

    • Quotient (account with administrator access)
    • Pipedrive
  • Create Harvest projects from accepted Quotient quotes

    Need to organize who’s taking care of what after a quote has been accepted in Quotient? Use Zapier to automatically create a project in Harvest whenever a quote is accepted in Quotient.

    How this Quotient-Harvest integration works

    1. A quote is accepted in Quotient
    2. Zapier creates a new project in Harvest

    Apps involved

    • Quotient (account with administrator access)
    • Harvest
  • Get Slack notifications when questions are asked on Quotient quotes

    When someone asks a question on one of your quotes they expect to hear back from you promptly. Now with the help of Zapier, you’ll be notified in Slack as soon as a question has been asked, allowing you to get back to your customer with a fast response.

    How this Quotient-Slack integration works

    1. A customer submits a question to one of your Quotient quotes
    2. Zapier posts the details to one of your Slack channels

    Apps involved

    • Quotient (account with administrator access)
    • Slack
  • Create Quotient leads from new Gravity Forms submissions

    Gravity Forms is the most trusted WordPress form plugin. It makes it a breeze to put forms on your WordPress website and collect details from your prospects. This integration makes it easy to take those details from Gravity Forms and instantly turn them into Quotient leads. That way, you don't have to import contacts by hand, saving time and energy for more important tasks.

    How this Gravity Forms-Quotient integration works

    1. Someone fills out your Gravity Forms form
    2. Zapier automatically creates a new lead in Quotient

    Apps involved

    • Gravity Forms plugin
    • Gravity Forms Zapier add-on
    • Quotient account with administrator access
  • Create leads in Quotient from new JotForm responses

    JotForm is an easy-to-use online form builder, which allows you to set up your own lead forms and embed them on your website. This integration allows you to capture new lead responses with JotForm forms and have them automatically convert to new leads in Quotient.

    How this JotForm-Quotient integration works

    1. Someone submits your JotForm form
    2. Zapier creates a new lead in Quotient automatically

    Apps involved

    • JotForm
    • Quotient account with administrator access
  • Add new Pipedrive contacts to Quotient

    A new contact in Pipedrive means a deal is underway. Instead of manually adding these new contacts, use this integration to automate this task for you, by adding contacts to Quotient when new contacts are created in Pipedrive.

    How this Pipedrive-Quotient integration works

    1. A new person is created in Pipedrive
    2. Zapier automatically adds this to Quotient as a new contact

    Apps involved

    • Pipedrive
    • Quotient account with administrator access
  • Add new Google Contacts to Quotient

    Keeping your contacts up-to-date across multiple platforms can help your sales team move faster and close more deals. This integration makes it easy to automatically add all new Google Contacts to Quotient as contacts. That way, you can be confident your contact list is current.

    How this Google Contacts-Quotient integration works

    1. A new contact is created in Google Contacts
    2. Zapier automatically adds the new contact to Quotient

    Apps involved

    • Google Contacts
    • Quotient account with administrator access
  • Create Quotient leads from new Formcarry submissions

    The faster you can process leads, the more chances you have of converting them. Once you set up this integration, Zapier will automatically create a lead in Quotient whenever Formcarry detects a new submission to your custom HTML form, handling that data entry for you to save valuable time.

    How this Formcarry-Quotient integration works

    1. Someone new fills out your form which gets posted to Formcarry
    2. Zapier automatically creates a new lead in Quotient

    Apps involved

    • Your own HTML form
    • Formcarry
    • Quotient
  • Add new AWeber subscribers to Quotient

    Keep your data up-to-date without the hassle of manually importing and exporting data. This Zapier integration will create a new Quotient contact whenever a subscriber is added in AWeber. That way, you can focus on your most important work.

    How it works

    1. A subscriber is added to an AWeber list.
    2. Zapier creates a new Quotient contact based on the information provided.

    What you need

    • AWeber account
    • Quotient account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Quotient Integration Details

Launched on Zapier August 27, 2017

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

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

Customer Asked Question

Triggers when a Customer asks a New Question.

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.

Quote Accepted

Triggers when a Quote is Accepted.

Quote Sent

Triggers when a New Quote is first Sent.

Quote Declined

Triggers when a Quote is Declined.

Create Lead

Creates a new Lead.

Create Contact

Creates a new Contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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