LeadSquared + Quotient Integration

Integrate LeadSquared to Quotient in one click, or tell Integrately AI how you want each lead handled. Capture quote events, create and update leads, log activities, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • LeadSquared
    Lead is submitted on landing page in LeadSquared Instant
  • LeadSquared
    New lead is created in LeadSquared Instant
  • LeadSquared
    Lead is updated in LeadSquared Instant
  • LeadSquared
    New activity is created for lead in LeadSquared Instant
  • 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.
  • LeadSquared
    Create or Update Lead in LeadSquared
  • LeadSquared
    Search lead in LeadSquared
  • LeadSquared
    Add Lead to a Static List in LeadSquared
  • LeadSquared
    Search lead by email in LeadSquared
  • LeadSquared
    Search lead by phone number in LeadSquared
  • LeadSquared
    Search user by email in LeadSquared
  • LeadSquared
    Create task on lead in LeadSquared
  • LeadSquared
    Create activity for lead in LeadSquared
  • LeadSquared
    Post a sales activity to a lead in LeadSquared

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Ready Workflows Ready Workflows for LeadSquared + Quotient Integration

Capture quote responses, create leads, log activities, update CRM records, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Quotient + LeadSquared Integration

Create LeadSquared task for new Quotient quote

With this LeadSquared 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 LeadSquared.

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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your LeadSquared + Quotient flow

Sync your quoting and lead management workflows with your CRM, email tools, and team channels. Pick a combination and activate it in one click.

LeadSquared
Quotient
+
SalesforceSalesforce (8)
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HubspotHubspot (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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StripeStripe (8)
Q
L
S
When a new quote is sent in Quotient, create or update the lead in LeadSquared, and create a contact in Salesforce.
Quotient quote events instantly update LeadSquared and create contacts in Salesforce, eliminating manual data entry across platforms.
Q
L
S
When a quote is accepted in Quotient, create a task on the lead in LeadSquared, and send a notification in Salesforce.
Accepted quotes trigger tasks in LeadSquared and alerts in Salesforce so your team can start onboarding immediately.
Q
L
S
When a customer views a quote in Quotient, create an activity for the lead in LeadSquared, and update the record in Salesforce.
Customer engagement in Quotient logs activities in LeadSquared and updates Salesforce records instantly.
Q
L
S
When a customer asks a new question in Quotient, create a task on the lead in LeadSquared, and open a case in Salesforce.
Quote questions in Quotient create tasks in LeadSquared and support cases in Salesforce for fast resolution.
Q
L
S
If a quote is accepted in Quotient, create or update the lead in LeadSquared and add it to a Salesforce campaign; otherwise, log an activity in LeadSquared and update the Salesforce status.
Branch your quote outcomes to update LeadSquared and route records in Salesforce based on customer acceptance.
Q
L
S
When a quote is declined in Quotient, create an activity for the lead in LeadSquared, and update the Salesforce deal stage.
Declined quotes log activities in LeadSquared and update deal stages in Salesforce automatically.
Q
L
S
Use Claude to summarise every new quote question in Quotient, create a task in LeadSquared, and create a Salesforce task.
Claude summarises Quotient quote inquiries, creating actionable tasks in LeadSquared and Salesforce.
Q
L
S
S
When a new quote is sent in Quotient, create a lead in LeadSquared, create a contact in Salesforce, and notify your team in Slack.
New quotes trigger LeadSquared records, Salesforce contacts, and team alerts in Slack.

Supported triggers and actions for LeadSquared and Quotient

Mix and match to build the exact automation you need

LeadSquared
LeadSquared Triggers & Actions
Instant
Lead is submitted on landing page in LeadSquared
Triggers the automation when a lead is submitted on a landing page
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Instant
New lead is created in LeadSquared
Triggers the automation when a new lead is added to the system
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Instant
Lead is updated in LeadSquared
Triggers the automation when the lead information is updated
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Instant
New activity is created for lead in LeadSquared
Triggers the automation when a new follow-up activity is created for a lead
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Create or Update Lead in LeadSquared
Creates or updates a lead
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Search lead in LeadSquared
Retrieves information for a particular lead
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Add Lead to a Static List in LeadSquared
Adds a lead to a static list for targeted marketing purposes
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Search lead by email in LeadSquared
Retrieves information for a particular lead using their email
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Search lead by phone number in LeadSquared
Searches for a lead using a phone number
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Search user by email in LeadSquared
Retrieves user information based on their email address
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Create task on lead in LeadSquared
Creates a task for a particular lead
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Create activity for lead in LeadSquared
Schedule a follow-up activity for the lead
Try it →
Post a sales activity to a lead in LeadSquared
Posts a sales activity to a lead
Try it →
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
Try it →
No action is available

What can you automate with LeadSquared + Quotient?

Streamline your entire quote-to-lead workflow with automated data syncing, instant team notifications, and conditional routing.

What you can automate?
🔄
Sync quote events directly into lead records
Turn every new quote sent in Quotient into an updated lead in LeadSquared automatically. Your sales pipeline reflects proposal activity without requiring any manual data entry.
📋
Capture every submitted quote field
Map all available Quotient quote details and custom fields into separate LeadSquared fields instead of just a basic name. Your CRM records become much more thorough for review.
🔔
Tell the right person instantly
Notify your sales reps or support channel the moment a prospect views or accepts a quote in Quotient. Fast internal communication drives quicker customer follow-ups.
🔀
Route records based on quote responses
Send accepted quotes to your onboarding workflow while routing declined proposals to a review stage. Conditional logic ensures every outcome triggers the correct sequence.
📈
Keep your destination records updated
Update existing lead activities and status stages in LeadSquared whenever a quote progresses in Quotient. Your database stays accurate throughout the entire sales cycle.
🔍
Add or update instead of creating duplicates
Search for existing leads by email before creating new records, ensuring your LeadSquared database remains clean, organized, and free of duplicate entries.
Handle later status changes automatically
Manage accepted, declined, or questioned quotes seamlessly by triggering tasks, logs, and notifications the moment customer status changes in Quotient.
🔌
Extend your workflow to a supporting app
Take your LeadSquared and Quotient automation further by connecting Slack, Google Sheets, or HubSpot to broadcast wins, log rows, or create CRM deals.
And much more...

Who is LeadSquared + Quotient integration for?

Sales teams, account managers, and business owners managing customer quotes and lead conversions find manual data entry slows down pipeline updates and follow-ups.

Performance analysts
Performance analysts
Sales reps
Sales reps
Agency account managers
Agency account managers
High-volume sales teams
High-volume sales teams
Sales operations managers
Sales operations managers
Revenue operations specialists
Revenue operations specialists
📈
Performance analysts
You're reporting on proposal metrics and revenue forecasts, but your CRM data only updates when someone manually exports quotes, so the conversion counts you're optimising against are always a few hours behind — with this integration, every quote event lands in your system instantly and your numbers stay current.
Sales reps
You need to follow up the moment a prospect views a quote, but you find out too late because proposal alerts get trapped in another tab — automating both apps means every quote view creates an immediate task and your outreach happens right when intent is highest.
🤝
Agency account managers
You answer to clients who want to see proposal progress immediately, but manual status tracking creates frustrating reporting gaps — integrating these apps means every accepted quote updates your client records automatically and transparency is guaranteed.
🚀
High-volume sales teams
The volume of outgoing quotes is too high for anyone to keep up by hand, leading to missed lead records and dropped follow-ups — connecting these apps means every quote submission syncs effortlessly and your pipeline handles high throughput without errors.
📋
Sales operations managers
You own the next step in the deal lifecycle and depend on someone upstream to hand over quote details, but manual handoffs cause costly delays — automating both apps means lead data flows straight from proposals into your workflow the second an event occurs.
🔍
Revenue operations specialists
You need a reliable customer history across your quoting and CRM tools, but keep finding missing activities and fragmented logs — this integration means every quote sent, viewed, or accepted builds a complete, unbreakable audit trail.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate LeadSquared + Quotient

Build and manage your LeadSquared + Quotient automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect LeadSquared + Quotient with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect LeadSquared to Quotient?
Frequently Asked Questions
You can connect LeadSquared to Quotient in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and quoting tools with Salesforce, Hubspot, Slack, and 1,500+ other apps.
Can I automatically create a LeadSquared lead when a quote is sent in Quotient?
Frequently Asked Questions
Can I connect LeadSquared, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for LeadSquared and Quotient?
Frequently Asked Questions
How does LeadSquared handle lead updates and task creation through Integrately?
Frequently Asked Questions
How do Quotient quote acceptance events trigger lead management workflows?
Frequently Asked Questions
Can I automate my quote-to-lead workflow without any coding experience?
Frequently Asked Questions
Is the LeadSquared and Quotient integration free?
Frequently Asked Questions
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You Can Also Connect LeadSquared or Quotient With 1500+ Other Apps

LeadSquared
Popular LeadSquared Integrations
Connect LeadSquared to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
Quotient
Popular Quotient Integrations
Sync Quotient with accounting, project management, and reporting tools to keep data working across your stack.
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Quotient Integrations arrow right
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