Quotient + Zoho Cliq + Zoho CRM Integrations

How to connect Quotient + Zoho Cliq + Zoho CRM

Zapier lets you send info between Quotient and Zoho Cliq and Zoho CRM automatically—no code required. With 8,000+ supported apps, the possibilities are endless.

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Do even more with Quotient + Zoho Cliq + Zoho CRM

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, Zoho Cliq, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write

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How Quotient + Zoho Cliq + Zoho CRM Integrations Work

  1. Step 1: Authenticate Quotient, Zoho Cliq, and Zoho 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 apps
quotient logo
quotient logo

About Quotient

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

Related categories

  • Proposal & Invoice Management
zoho-cliq logo
zoho-cliq logo

About Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

Related categories

  • Website Builders

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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