New for Our Quotient Integration: Use Zaps to Create Leads and Contacts

Carlin Sack
Carlin Sack / April 17, 2018

Online quoting software Quotient helps you streamline your sales pipeline by giving customers easy ways to accept your company's quotes. With the updated Zapier + Quotient integration, you can now automatically add new leads and contacts from other business tools directly into Quotient.

Zapier can automatically send new contacts and leads to Quotient as soon as they're created in other applications, instead of you needing to manually export and import fresh contact lists. For example, when a new contact is created in Google Contacts, Zapier automatically adds it to Quotient. Once the contact is in Quotient, your team can take the contact's quote over the finish line and get it accepted!

Need some inspiration? Get started with Zaps like these to supercharge your workflows.

What's New with the Quotient + Zapier Integration

New Actions

  • Create Lead: Creates a new lead.
  • Create Contact: Creates a new contact.

How to Automate Quotient with Zapier

  1. Make sure you have a Zapier account and a Quotient account

  2. Try some pre-made Quotient integrations and learn more about how Quotient works with Zapier

  3. Check out our Quotient help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Quotient and Zapier