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How to Get Started with Quote Roller

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In order to get Started with using Quote Roller you'll need both a Quote Roller and Zapier Account.

First up, you'll need to select Quote Roller as the integration you want to use on the trigger or action side.

Business Note to QuoteRoller

When the time is right, you'll be asked to connect a Quote Roller account.

Connect to Quote Roller!

You will then be asked to give a name for this account (as you can use multiple accounts). Once you've done this click "Continue".

Continue

You will then be directed to Quote Roller's site and asked to authorize Zapier to be able to access your data on your behalf.

Authorize

Once you've clicked Authorize you'll be returned to Zapier and should have a successfully tested authentication added.

Success!

Now you're ready to start using Quote Roller with Zapier!


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