Integrate CompanyHub with Quotient

Send information between CompanyHub and Quotient automatically, without writing any code, using Zoho Flow.

Build your own integrations between CompanyHub and Quotient

Connect CompanyHub and Quotient with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CompanyHub and Quotient using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Record created

Triggers when a new record is created in a specified custom table

New Quote Accepted

Triggers when a quote is accepted

Quote Declined

Triggers when a quote is declined

Customer Viewed Quote

Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.

Customer Asked Question

Triggers when a customer asks a new question

Quote Sent

Triggers when a new quote is sent

All Actions - Actions are the automated tasks

Create record

Creates a new record in custom table

Update record

Updates a record in specified table

Find record

Finds an existing record in the specified table that matches your search query

What is CompanyHub?

CompanyHub CRM lets you create sales bots and automate your sales process. It also lets you create records, add notes, conversations and more.

CRM

What is Quotient?

Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Toto

Technical Engineer, Master Liveaboards

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