Clientify + Quotient

Create Clientify deals for new Quotient quotes sent

Effortlessly manage your sales process with this seamless workflow between Quotient and Clientify. When a new quote is sent in Quotient, a deal will be created in Clientify, streamlining your sales pipeline and saving you time. Stay organized and ensure no leads are missed by connecting these two powerful tools in your business.

Effortlessly manage your sales process with this seamless workflow between Quotient and Clientify. When a new quote is sent in Quotient, a deal will be created in Clientify, streamlining your sales pipeline and saving you time. Stay organized and ensure no leads are missed by connecting these two powerful tools in your business.

  1. When this happens...
    QuotientQuotient
    Quote Sent

    Triggers when a New Quote is first Sent.

    TriggerInstant
  2. automatically do this!
    ClientifyClientify
    Create Deal

    Creates a Deal in Clientify

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Clientify

Clientify is a marketing and sales automation platform to easily grow your business. It includes all the marketing tools, in just one place
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Related categories

  • CRM (Customer Relationship Management)
  • Marketing

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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 moreHelp

Related categories

  • Proposal & Invoice Management