How to integrate Quotient with your everyday apps - 12 proven integrations
Maximize business deals with Quotient integrations. Learn powerful ways to connect and optimize your processes.
Microsoft Teams + Quotient Integration
Integrate Microsoft Teams to Quotient in one click, or tell Integrately AI how you want each quote handled. Notify your team in Microsoft Teams, track quote updates, and close more business automatically.
Free forever.Use premium features free for 14 days.1.
Chat message is received in Microsoft Teams- Message posted in channel in Microsoft Teams
- Channel is created in Microsoft Teams
- New chat is created in Microsoft Teams
Quote is accepted in Quotient Instant- Quote is declined in Quotient Instant
- New quote is sent in Quotient Instant
- Customer asks a new question in Quotient Instant
- Customer views a quote in Quotient Instant
2.
- Get chat message in Microsoft Teams
- Search user in Microsoft Teams
- Send channel message in Microsoft Teams
- Send chat message in Microsoft Teams
- Create channel in Microsoft Teams
- Search channel in Microsoft Teams
- Create online meeting in Microsoft Teams
- Get user by ID in Microsoft Teams
Trusted by experts at...
Ready Workflows for Microsoft Teams + Quotient Integration
Notify your team on Microsoft Teams when quotes are accepted, track quote views and questions, alert stakeholders, and coordinate follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Teams + Quotient flow
Bring CRM data, communication tools, and document storage into your quoting workflow. Pick a combination and activate it in one click.
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Salesforce (8)
Salesforce (8) +
HubSpot (8)
HubSpot (8) +
Microsoft Outlook (8)
Microsoft Outlook (8) +
Slack (8)
Slack (8) +
Google Drive (8)
Google Drive (8) +
Stripe (8)
Stripe (8) Q
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Add every new Quotient quote recipient as a Salesforce contact, and notify your sales channel in Microsoft Teams
New Quotient quotes appear in Salesforce as contacts instantly while Microsoft Teams alerts your sales channel, so your team never misses a follow-up.
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When a quote is accepted in Quotient, create a Salesforce opportunity and notify your team in Microsoft Teams
Accepted quotes automatically generate Salesforce opportunities and notify Microsoft Teams, keeping pipeline data accurate across your systems.
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When a customer views a quote in Quotient, update the Salesforce deal stage and post an update in Microsoft Teams
Track client engagement by updating Salesforce deal stages when quotes are viewed, with instant visibility in Microsoft Teams.
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Create a Salesforce support case for every new customer question in Quotient, and alert your team in Microsoft Teams
Client questions submitted in Quotient automatically open Salesforce support cases while Microsoft Teams notifies the right agent.
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If a new quote exceeds ten thousand dollars in Quotient, create a priority Salesforce account and notify management in Microsoft Teams
High-value quotes in Quotient automatically trigger priority Salesforce accounts and executive alerts in Microsoft Teams.
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When a quote is declined in Quotient, update the Salesforce opportunity status and post the feedback in Microsoft Teams
Declined quotes instantly update Salesforce opportunity statuses and brief your team in Microsoft Teams on the outcome.
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Use Claude to analyse customer questions in Quotient, create a Salesforce record, and post the summary in Microsoft Teams
AI analyses incoming quote questions in Quotient, logs structured data in Salesforce, and posts a summary in Microsoft Teams.
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When a quote is accepted in Quotient, create a Salesforce project record, create the kickoff task in Asana, and announce it in Microsoft Teams
Accepted quotes kick off multi-app operations by updating Salesforce, creating onboarding tasks in Asana, and notifying Microsoft Teams.
Supported triggers and actions for Microsoft Teams and Quotient
Mix and match to build the exact automation you need
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
Try it → Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
Try it → New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
Try it → Quotient Triggers & Actions
Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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 → What can you automate with Microsoft Teams + Quotient?
Streamline your quoting lifecycle from proposal creation to client acceptance and team notification.
💬
Notify your team instantly when a quote is accepted
Broadcast celebrations and project kickoff notices to your Microsoft Teams channel the exact moment a client accepts a proposal in Quotient.
📋
Capture every submitted quote detail and line item
Extract all custom quote parameters and recipient answers from Quotient instead of just basic contact names, keeping your workspace detailed.
⚡
Alert specific agents when clients view proposals
Trigger real-time notifications in Microsoft Teams whenever a customer opens or reviews their quote in Quotient to optimize your follow-up timing.
🔀
Route quotes differently based on custom proposal fields
Send high-value enterprise quotes to management channels while routing standard proposals to regional sales reps automatically.
🔄
Keep your CRM and tracking records fully up to date
Automatically update deal stages and pipeline statuses as quotes move from sent to viewed, accepted, or declined.
➕
Create new records or update existing contacts
Prevent duplicate entries by searching for existing client profiles before logging new quote submissions and interactions.
📊
Handle later status changes and declined proposals
Log lost deals and customer cancellations automatically so your pipeline analytics remain accurate and up to date.
🔌
Extend your quoting workflow to external tools
Connect your core Quotient and Microsoft Teams setup with CRMs, spreadsheets, or project management platforms to expand your capabilities.
And much more...
Who is Microsoft Teams + Quotient integration for?
Sales teams, account managers, and business owners who need to track quote updates instantly and coordinate team responses across Microsoft Teams without missing a beat.
Sales directors and revenue leads
Account executives and reps
Client success and onboarding teams
High-volume sales operations
Technical sales engineers
Finance and billing managers
📈
Sales directors and revenue leads
You rely on accurate pipeline data to forecast quarterly revenue, but manual quote tracking means your dashboard counts are always hours behind proposal activity — with this integration, every accepted quote updates your CRM instantly and your reporting stays current.
⚡
Account executives and reps
You need to respond the moment a prospect reviews your proposal, but finding out about quote activity hours later causes you to miss the optimal follow-up window — this integration means every client view triggers an immediate alert in Microsoft Teams so you can engage while interest is peak.
🤝
Client success and onboarding teams
You depend on sales handoffs to begin client setup, but manual notification delays leave new accounts waiting days for their kickoff tasks to start — automating both apps means every closed quote immediately informs your team in Microsoft Teams so onboarding begins without delay.
📊
High-volume sales operations
You manage dozens of custom quotes daily across multiple product lines, making manual status logging and team notifications impossible to sustain by hand — connecting these apps means every proposal submission and status change flows automatically into your workspace.
🔧
Technical sales engineers
You answer complex customer questions attached to active quotes, but scattered inquiries lead to delayed answers and stalled deals — automating both apps means every client question immediately generates a tracked task and alerts your technical channel in Microsoft Teams.
📋
Finance and billing managers
You need reliable audit histories for every accepted proposal, but missing quote records create gaps in your invoicing and revenue reconciliation workflows — this integration means every finalized deal logs complete quote details straight into your financial systems.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Teams + Quotient
Build and manage your Microsoft Teams + Quotient automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Teams + Quotient with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
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2
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3
Automation is ready
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Frequently Asked Questions
How do I connect Microsoft Teams to Quotient?
You can connect Microsoft Teams to Quotient easily using Integrately. Choose from ready-made templates or ask Integrately AI to build your automation in 1 click, integrating seamlessly with tools like Salesforce, HubSpot, Slack, and Stripe.
Can I automatically notify my team in Microsoft Teams when a quote is accepted in Quotient?
Can I connect Microsoft Teams, Quotient, and Salesforce?
What is a good Zapier alternative for Microsoft Teams and Quotient?
How does Microsoft Teams handle notifications in this integration?
Can I track quote views and client questions from Quotient?
Do I need coding skills to automate Microsoft Teams and Quotient?
Is the Microsoft Teams and Quotient integration free?
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