Nimble + Quotient Integration

Integrate Nimble to Quotient in one click, or tell Integrately AI how you want each quote handled. Track quotes, create tasks in Nimble, alert your team, and trigger follow-ups automatically.

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1.
  • Nimble
    Contact is created in Nimble
  • 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.
  • Nimble
    Create task in Nimble
  • Nimble
    Update contact in Nimble
  • Nimble
    Search contact by email in Nimble
  • Nimble
    Get contact by ID in Nimble
  • Nimble
    Create contact in Nimble
  • Nimble
    Delete contact in Nimble

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Ready Workflows Ready Workflows for Nimble + Quotient Integration

Create tasks when quotes are sent, update contacts when quotes are accepted, track declines, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Quotient + Nimble Integration

Create Nimble task for new Quotient quote

With this Nimble 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 Nimble.

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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Quotient + Nimble Integration

Create Nimble contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Nimble 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 Nimble 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 Nimble.
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  • 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 Nimble + Quotient flow

Send customer messages, update payment records, email follow-ups, and log activity across your stack. Pick a combination and activate it in one click.

Nimble
Quotient
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GmailGmail (3)
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StripeStripe (3)
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MailchimpMailchimp (3)
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CalendlyCalendly (3)
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Google DriveGoogle Drive (3)
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SlackSlack (3)
Q
N
G
Create a Nimble task when a new Quotient quote is sent, and email the customer via Gmail
New Quotient quotes automatically create a task in Nimble and send an email via Gmail, keeping your sales communications prompt.
Q
N
G
Update the contact in Nimble when a Quotient quote is accepted, and send confirmation via Gmail
Accepted Quotient quotes update contact records in Nimble and notify stakeholders via Gmail instantly.
Q
N
G
Create a follow-up task in Nimble when a customer asks a question in Quotient, and notify support via Gmail
Customer questions in Quotient trigger a Nimble task and alert your support team via Gmail.

Supported triggers and actions for Nimble and Quotient

Mix and match to build the exact automation you need

Nimble
Nimble Triggers & Actions
Contact is created in Nimble
Triggers the automation when a new contact is created
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Create task in Nimble
Creates a new task
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Update contact in Nimble
Updates contact information with new details
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Search contact by email in Nimble
Finds and retrieves contact information using their email address
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Get contact by ID in Nimble
Retrieves a contact's information based on their id
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Create contact in Nimble
Adds a new contact to the database
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Delete contact in Nimble
Removes a contact from the address book
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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 Nimble + Quotient?

Streamline your sales pipeline by automatically syncing quote activity, updating contacts, and triggering tasks across Nimble and Quotient.

What you can automate?
🔄
Create Nimble tasks automatically when new Quotient quotes are sent
Trigger follow-up tasks in Nimble the moment a new proposal goes out in Quotient. Ensure your sales reps never miss a crucial window to connect with prospective clients.
📝
Capture every quote option and customer detail accurately
Map all proposal details and customer information into your Nimble database without manual re-typing. Keep your contact history detailed and reliable.
🔔
Alert your sales team the moment a quote is accepted
Notify stakeholders instantly when a proposal gets accepted in Quotient. Take immediate action to transition clients into onboarding and billing.
🔀
Route tasks based on quote status or customer questions
Create specific follow-up activities in Nimble depending on whether a quote is viewed, accepted, declined, or if a customer asks a new question.
🔄
Keep contact details in Nimble updated as quotes change
Automatically update contact records in Nimble whenever quote statuses shift. Maintain a single source of truth for your entire customer pipeline.
👥
Find and update existing contacts without creating duplicates
Search for existing contacts in Nimble by email before updating records. Prevent duplicate entries and keep your CRM database clean.
📊
Manage declined or accepted quotes with automated updates
Log won and lost deals in Nimble automatically when quote statuses change in Quotient. Keep your sales reports accurate and up to date.
🔌
Sync quote data with Slack or Gmail for instant team alerts
Extend your Nimble and Quotient workflows to messaging and email apps. Keep your team informed and connected across your entire tech stack.
And much more...

Who is Nimble + Quotient integration for?

Sales teams and account managers using Nimble and Quotient streamline their quoting and contact management to close deals faster without manual data entry.

Sales Directors
Sales Directors
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Sales Operations Specialists
Sales Operations Specialists
Project Managers
Project Managers
Customer Success Managers
Customer Success Managers
📈
Sales Directors
You're reviewing pipeline reports but your contact updates and quote statuses only sync when someone manually enters them, so your conversion numbers are always a few hours behind — with this integration, every quote event lands in Nimble instantly and your reports stay current.
⚡
Sales Representatives
You need to follow up the moment a client engages with pricing, but quote views sit unnoticed in your quoting tool until a deal goes cold — with this integration, every quote action triggers a Nimble task immediately so you can strike while interest is high.
🤝
Account Managers
Your clients expect prompt answers about their proposals, but hunting down quote details across separate systems leaves them waiting — with this integration, every quote update syncs straight to Nimble to keep client communications fast and accurate.
⚙️
Sales Operations Specialists
You're processing high volumes of quotes and contacts every day, and manual record-keeping leads to missed follow-ups and messy databases — with this integration, every quote event is captured in Nimble automatically to keep your workflow running smoothly.
🚀
Project Managers
You depend on sales to hand over accepted proposals so you can kick off onboarding, but communication gaps delay your start — with this integration, every accepted quote updates Nimble instantly so your team can take over without missing a beat.
📋
Customer Success Managers
You need a complete communication and quoting history for every account, but manual logging leaves frustrating gaps in your timeline — with this integration, every Quotient event is recorded in Nimble to give you a pristine audit trail.
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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 Nimble + Quotient

Build and manage your Nimble + 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 Nimble + 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Nimble to Quotient?
Frequently Asked Questions
You can connect Nimble to Quotient using 1-click ready workflows or Integrately AI. It links your quoting and CRM tools alongside Gmail, Slack, and 1,500+ other apps effortlessly.
Can I automatically create Nimble tasks when a Quotient quote is sent?
Frequently Asked Questions
Can I connect Nimble, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Nimble and Quotient?
Frequently Asked Questions
How does Nimble manage contacts and tasks during quote updates?
Frequently Asked Questions
How does Quotient track quote views and customer questions?
Frequently Asked Questions
Can I set up Nimble and Quotient automations without writing code?
Frequently Asked Questions
Is the Nimble and Quotient integration free?
Frequently Asked Questions
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You Can Also Connect Nimble or Quotient With 1500+ Other Apps

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