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Quotient + Workbooks CRM Integrations

Quotient logoWorkbooks CRM logo
Quotient logoWorkbooks CRM logo

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

Connect Quotient + Workbooks CRM in Minutes

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

All Triggers & Actions

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.

InstantNew Case

Triggers when a new case is created.

InstantNew Organisation

Triggers when a new organisation is created.

InstantNew Person

Triggers when a new person is created.

InstantNew Sales Lead

Triggers when a new sales lead is created.

InstantPosted Credit Note

Triggers when a credit note is posted.

How Quotient + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Quotient + Workbooks CRM.
    (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 Quotient + Workbooks CRM

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