Quotient + Slack + Insightly Integrations
How to connect Quotient + Slack + Insightly
Zapier lets you send info between Quotient and Slack and Insightly automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Quotient + Slack + Insightly
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Quotient, Slack, and Insightly. And don’t forget that you can add more apps and actions to create complex workflows.
Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
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How Quotient + Slack + Insightly Integrations Work
- Step 1: Authenticate Quotient, Slack, and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
