Microsoft Office 365 + Quotient Integration

Integrate Microsoft Office 365 to Quotient in one click, or tell Integrately AI how you want each quote handled. Save accepted quotes, alert your sales team, update your CRM records, and trigger follow-ups automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • 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
Arrow Right
2.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Microsoft Office 365 + Quotient Integration

Capture new quotes, create contacts, update records, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Quotient + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Microsoft Office 365 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 Microsoft Office 365 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 Microsoft Office 365.
See more
Activate
  • 1of1
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 Microsoft Office 365 + Quotient flow

Sync accepted quotes to your CRM, notify your team on messaging apps, and update accounting records. Pick a combination and activate it in one click.

Microsoft Office 365
Quotient
+
PipedrivePipedrive (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
Google DriveGoogle Drive (3)
Q
M
P
When a quote is accepted in Quotient, create a contact in Microsoft Office 365 and add a person in Pipedrive.
Accepted Quotient quotes automatically create a Microsoft Office 365 contact and a Pipedrive person record without manual data entry.
Q
M
P
When a new quote is sent in Quotient, create a contact in Microsoft Office 365 and add a deal in Pipedrive.
New Quotient quotes create Microsoft Office 365 contacts and Pipedrive deals instantly, keeping your sales pipeline up to date.
Q
M
P
When a quote is declined in Quotient, update the Microsoft Office 365 contact and update the deal in Pipedrive.
Declined quotes update your Microsoft Office 365 contact details and move the Pipedrive deal stage automatically.
Q
M
P
When a customer asks a question in Quotient, create a Microsoft Office 365 contact and add an activity in Pipedrive.
Customer questions in Quotient trigger a Microsoft Office 365 contact creation and log a follow-up activity in Pipedrive.

Supported triggers and actions for Microsoft Office 365 and Quotient

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
Try it →
Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it →
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it →
Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it →
Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it →
Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it →
Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it →
Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it →
Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it →
Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
Try it →
Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
Try it →
Send email in Microsoft Office 365
Sends an email to a recipient
Try it →
Create draft email in Microsoft Office 365
Adds a new contact to the contact list
Try it →
Create event in Microsoft Office 365
Adds a new contact to the contact list
Try it →
Create contact in Microsoft Office 365
Adds a new contact to the database
Try it →
Update contact in Microsoft Office 365
Updates contact information with new details
Try it →
Search contact in Microsoft Office 365
Finds and retrieves contact information
Try it →
Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
Try it →
Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
Try it →
Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
Try it →
Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
Try it →
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 Microsoft Office 365 + Quotient?

Streamline your quoting and contact management workflows with powerful automated actions.

What you can automate?
📋
Sync accepted quotes to Microsoft Office 365 contacts
Automatically generate a Microsoft Office 365 contact the moment a client accepts a proposal in Quotient. Eliminate manual data entry and keep your address book updated.
🔍
Capture every proposal detail
Map all available Quotient quote data and customer questions directly into Microsoft Office 365 records instead of transferring basic names and emails by hand.
🔔
Alert your team instantly on new quote activity
Send automated email notifications or schedule calendar events in Microsoft Office 365 whenever a new quote is sent, viewed, or accepted in Quotient.
🔀
Route actions based on quote status
Execute different workflows depending on whether a proposal is accepted, declined, or receives a new customer question in Quotient.
🔄
Keep contact information synchronized
Update existing Microsoft Office 365 contact records automatically whenever proposal details or customer information change in Quotient.
🛡️
Search and update existing records
Search for existing contacts in Microsoft Office 365 before creating new entries, preventing duplicate records when dealing with recurring clients.
📅
Schedule follow-up events automatically
Create calendar events in Microsoft Office 365 linked to quote expiry dates or customer questions to ensure timely follow-ups.
🔗
Extend your workflow to external apps
Connect your core Microsoft Office 365 and Quotient flow with popular CRM, messaging, and finance tools to build complete multi-step pipelines.
And much more...

Who is Microsoft Office 365 + Quotient integration for?

Connecting Microsoft Office 365 and Quotient eliminates manual data entry, keeping client contacts and proposal workflows perfectly synchronized across your entire team.

Sales managers
Sales managers
Account executives
Account executives
Client success teams
Client success teams
Operations directors
Operations directors
Business development reps
Business development reps
Administrative leads
Administrative leads
📈
Sales managers
You report on quote conversion rates and proposal metrics, but your contact records only update when someone manually exports data, so your pipeline reports are always outdated — with this integration, every accepted quote lands in your system instantly and your numbers stay current.
⚡
Account executives
You need to act fast when clients view or accept quotes, but manual handoffs mean you find out too late to capitalize on momentum — with this integration, contact updates trigger immediately and your follow-up sequence starts without delay.
🤝
Client success teams
You answer to key accounts that expect immediate onboarding after signing, but missing proposal records leave you waiting for internal updates — with this integration, signed quotes generate contact profiles right away and your onboarding gets moving.
📊
Operations directors
The volume of daily proposals is too high for anyone to keep up by hand, leading to lost contacts and forgotten follow-ups — with this integration, quote events flow directly into your contact database and your administrative overhead drops.
🎯
Business development reps
You own the client outreach phase and depend on someone upstream to hand over signed agreements, but manual notifications create bottlenecks — with this integration, accepted proposals populate your contact list instantly and your outreach begins on time.
🗂️
Administrative leads
You need a reliable history of all client interactions and keep finding gaps where quotes were sent but contacts were never saved — with this integration, every proposal action creates a permanent record and your database stays complete.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Office 365 + Quotient

Build and manage your Microsoft Office 365 + 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 Microsoft Office 365 + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Microsoft Office 365 + Quotient Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Microsoft Office 365 + Quotient Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Microsoft Office 365 to Quotient?
Frequently Asked Questions
You can connect Microsoft Office 365 to Quotient in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step integrations with apps like Slack, HubSpot, and Google Drive.
Can I automatically create Microsoft Office 365 contacts from accepted Quotient quotes?
Frequently Asked Questions
Can I connect Microsoft Office 365, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Quotient?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation during quote acceptance?
Frequently Asked Questions
Can I track customer questions from Quotient in Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Quotient?
Frequently Asked Questions
Is the Microsoft Office 365 and Quotient integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Microsoft Office 365 or Quotient With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
Connect Microsoft Office 365 with CRMs, email tools, and messaging platforms to manage and follow up on your client communications.
See All
Microsoft Office 365 Integrations arrow right
No popular apps found
Quotient
Popular Quotient Integrations
Sync Quotient with accounting, project management, and reporting tools to keep proposal data working across your stack.
See All
Quotient Integrations arrow right
No popular apps found