Freshworks CRM (Freshsales Suite) + Quotient Integration

Integrate Freshworks CRM (Freshsales Suite) to Quotient in one click, or tell Integrately AI how you want each quote handled. Generate deals instantly, update contact records, log notes, and alert your sales team automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Quotient Integration

Create deals from new quotes, update contact records, log proposal notes, and sync customer details, all in just one click.

Most popular automationsmost-popular-automations
Quotient + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Freshworks CRM (Freshsales Suite) account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Freshworks CRM (Freshsales Suite) each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new contact in Freshworks CRM (Freshsales Suite).
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Activate
Quotient + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an deal in Freshworks CRM (Freshsales Suite). This saves time and ensures that your quote and deal are always in sync.

Having your quote and deal data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Quotient and Freshworks CRM (Freshsales Suite), you'll be able to work smarter, not harder.
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Activate
Quotient + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Quotient quote

With this Freshworks CRM (Freshsales Suite) and Quotient integration, it is easier than ever to create quote. Now, when you create a quote in Quotient, a corresponding task will be created in Freshworks CRM (Freshsales Suite).

This makes it easy for you to keep track of your quote and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Activate
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Quotient flow

Automate follow-up tasks, notify your team across messaging channels, and keep your financial records current as proposals progress. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Quotient
+
SlackSlack (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
CalendlyCalendly (8)
+
StripeStripe (8)
+
PandaDocPandaDoc (8)
Q
F
S
When a new quote is sent in Quotient, create contact in Freshworks CRM (Freshsales Suite), and notify your sales channel in Slack
New Quotient quotes create contacts in Freshworks CRM (Freshsales Suite) instantly while Slack alerts your sales team, ensuring no proposal is missed.
Q
F
S
When Quote is accepted in Quotient, update deal in Freshworks CRM (Freshsales Suite), and notify your sales channel in Slack
Accepted Quotient quotes update Freshworks CRM (Freshsales Suite) deals automatically and notify your team on Slack for immediate onboarding.
Q
F
S
When Customer views a quote in Quotient, create task for contact in Freshworks CRM (Freshsales Suite), and post an update in Slack
Quote views in Quotient trigger follow-up tasks in Freshworks CRM (Freshsales Suite) and post updates to Slack for timely engagement.
Q
F
S
When Customer asks a new question in Quotient, create task for deal in Freshworks CRM (Freshsales Suite), and alert your support channel in Slack
Customer questions in Quotient create Freshworks CRM (Freshsales Suite) deal tasks and alert support teams in Slack instantly.
Q
F
S
If Quote is accepted in Quotient, create deal in Freshworks CRM (Freshsales Suite) and notify your management channel in Slack
Accepted quotes create deals in Freshworks CRM (Freshsales Suite) and notify management in Slack when conditions are met.
Q
F
S
When Quote is declined in Quotient, update deal in Freshworks CRM (Freshsales Suite) and notify your sales team in Slack
Declined quotes update Freshworks CRM (Freshsales Suite) deal stages and alert your sales team in Slack to review feedback.
Q
F
S
Use ChatGPT to summarise every new quote question in Quotient, create task in Freshworks CRM (Freshsales Suite), and post the brief in Slack
ChatGPT summarises Quotient quote questions, creates tasks in Freshworks CRM (Freshsales Suite), and posts briefs in Slack.
Q
F
S
When a new quote is sent in Quotient, create deal in Freshworks CRM (Freshsales Suite), create task in Asana, and announce it in Slack
New Quotient quotes create Freshworks CRM (Freshsales Suite) deals, set up Asana project tasks, and announce them in Slack.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Quotient

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
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Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
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No action is available

What can you automate with Freshworks CRM (Freshsales Suite) + Quotient?

Streamline your quoting and CRM workflow by syncing quote statuses, creating customer records, and triggering team notifications automatically.

What you can automate?
🧾
Create CRM contacts from new quotes
Automatically capture new quotes sent in Quotient and create corresponding contact records in Freshworks CRM (Freshsales Suite). Eliminate manual data entry and start tracking prospects immediately.
📋
Capture every submitted quote detail
Map complete proposal information, line items, and custom answers into your Freshworks CRM (Freshsales Suite) deals and tasks. Keep your sales pipeline detailed and accurate.
🔔
Alert your sales team instantly
Send real-time notifications to your team on Slack the moment a quote is accepted or viewed by a client. React to high-intent signals without delay.
🔀
Route workflows based on quote fields
Trigger different CRM actions or assign specific tasks depending on whether a quote is accepted, declined, or includes high-value line items.
🔄
Keep CRM deal stages up to date
Automatically update Freshworks CRM (Freshsales Suite) deal stages whenever quote statuses change in Quotient. Ensure your sales pipeline reflects reality.
➕
Create or update records without duplicates
Smartly search existing records before adding new contacts or accounts in Freshworks CRM (Freshsales Suite). Maintain a clean and organized customer database.
⚙️
Handle later quote status changes
Manage proposal declines, view milestones, and client questions seamlessly by updating tasks and deal notes in Freshworks CRM (Freshsales Suite) automatically.
🔗
Extend your flow to Slack and other apps
Connect your Freshworks CRM (Freshsales Suite) and Quotient automation with Slack, Mailchimp, QuickBooks Online, and more to extend your sales operations.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Quotient integration for?

Sales teams, account managers, and business owners managing proposals and CRM pipelines rely on this integration to eliminate manual data entry and close deals faster.

Sales analysts
Sales analysts
Sales representatives
Sales representatives
Account managers
Account managers
Quote administrators
Quote administrators
Business development teams
Business development teams
Finance teams
Finance teams
📈
Sales analysts
You're tracking proposal revenue in Freshworks CRM (Freshsales Suite), but your quote data only updates when someone manually exports figures, so your pipeline reports are always hours behind — with this integration, every quote status lands in your CRM instantly and your dashboard stays accurate.
⚡
Sales representatives
You're managing active deals in Freshworks CRM (Freshsales Suite), but you find out about accepted quotes too late to start onboarding quickly, stalling momentum — automating both apps means every quote acceptance triggers CRM deal updates instantly and you can start work right away.
🤝
Account managers
You're answering client questions about proposal progress in Freshworks CRM (Freshsales Suite), but missing quote views leave you guessing what clients have seen, causing confusion — this integration means every client interaction syncs to your CRM and you always know where proposals stand.
📑
Quote administrators
You're manually copying customer details from Quotient into Freshworks CRM (Freshsales Suite), but high inquiry volume makes it impossible to keep up without mistakes, leading to lost leads — integrating these apps means every new quote creates CRM records automatically and nothing slips through.
🔄
Business development teams
You're waiting for sales reps to log proposal handovers in Freshworks CRM (Freshsales Suite), but delayed updates leave your team sitting idle while clients wait, slowing down project kickoff — automating both apps means every accepted quote alerts your team instantly and project handover happens without delay.
📊
Finance teams
You're auditing closed deals and customer records in Freshworks CRM (Freshsales Suite), but missing quote decline data leaves frustrating gaps in your historical pipeline records — with this integration, every quote lifecycle event logs cleanly in your CRM for complete reporting accuracy.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Quotient

Build and manage your Freshworks CRM (Freshsales Suite) + Quotient automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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Connect Freshworks CRM (Freshsales Suite) + Quotient with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Quotient?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Quotient in 1-click using ready templates or Integrately AI. Set up multi-step workflows with Slack, Mailchimp, and QuickBooks Online to automate your entire proposal and CRM pipeline.
Can I automatically create Freshworks CRM (Freshsales Suite) deals when a new quote is sent in Quotient?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Quotient?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle data received from Quotient quotes?
Frequently Asked Questions
Can I sync accepted Quotient quotes to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Quotient?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Quotient integration free?
Frequently Asked Questions
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