Quotient and Salesflare
How to connect Quotient
- Via Zapier — 8 operations available. Set it up ↗
- Via Make — 1 modules available. Set it up ↗
What you can automate
- When quote Completed in Quotient, create opportunity in Salesflare.
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Quotient operations on Zapier
Triggers (6)
Start a workflow when this happens
- Customer Asked Question — Triggers when a Customer asks a New Question.
- 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.
- Quote Accepted — Triggers when a Quote is Accepted.
- Quote Completed — Triggers when a Quote is Completed.
- Quote Declined — Triggers when a Quote is Declined.
Show 1 more triggers
- Quote Sent — Triggers when a New Quote is first Sent.
Actions (2)
Things Salesflare can make it do
- Create Contact — Creates a new Contact.
- Create Lead — Creates a new Lead.
Quotient operations on Make
Triggers (1)
Start a workflow when this happens
- New Event — Triggers when a new event occurs.
Similar apps
Better Proposals Sales proposals made simple.
Ignition Ignition makes it simple to engage clients, get paid and run your business on autopilot. From im…
PaintScout PaintScout helps estimate & sell painting jobs.
Zoho Invoice Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept paym…
Qwilr Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intu…
Invoice Ninja Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free