Productive.io + Quotient

Create new contacts in Productive.io when quotes are sent in Quotient

Effortlessly manage customer relationships using this seamless integration between Quotient and Productive.io. When you send a quote in Quotient, this workflow creates a new contact in Productive.io, consolidating important information in one place. Save time and streamline your sales process with this user-friendly automation.

Effortlessly manage customer relationships using this seamless integration between Quotient and Productive.io. When you send a quote in Quotient, this workflow creates a new contact in Productive.io, consolidating important information in one place. Save time and streamline your sales process with this user-friendly automation.

  1. When this happens...
    QuotientQuotient
    Quote Sent

    Triggers when a New Quote is first Sent.

    TriggerInstant
  2. automatically do this!
    Productive.ioProductive.io
    Create Contact

    Creates contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
productiveio logo
productiveio logo

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.
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Related categories

  • Project Management
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 moreHelp

Related categories

  • Proposal & Invoice Management