Pipedrive + Quotient Integration

Integrate Pipedrive to Quotient in one click, or tell Integrately AI how you want each quote handled. Create deals from accepted quotes, update your CRM records, alert your team, and track your revenue automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive 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
Arrow Right
2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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 Pipedrive + Quotient Integration

Create deals, update records, notify your sales team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Quotient + Pipedrive Integration

Create Pipedrive person for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Pipedrive account is up-to-date with the latest person 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 person in Pipedrive 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 person in Pipedrive.
See more
  • 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 Pipedrive + Quotient flow

Keep your team aligned and your books updated after every quote is accepted. Pick a combination and activate it in one click.

Pipedrive
Quotient
+
SlackSlack (6)
+
MailchimpMailchimp (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
AsanaAsana (4)
Q
P
S
When a quote is accepted in Quotient, create a deal in Pipedrive, and notify your sales team on Slack.
Accepted quotes instantly generate deals in Pipedrive and alert your sales channel on Slack, eliminating manual entry delays.
Q
P
S
When a new quote is sent in Quotient, create a person in Pipedrive, and post an alert in Slack.
Every sent quote creates a contact in Pipedrive and notifies your team in Slack for immediate visibility.
Q
P
S
When a quote is declined in Quotient, update the deal in Pipedrive, and notify your sales channel in Slack.
Declined quotes automatically update your Pipedrive deal stage and notify your sales channel in Slack.
Q
P
S
When a customer asks a new question in Quotient, create an activity in Pipedrive, and alert the assigned rep in Slack.
Client questions on quotes automatically generate Pipedrive activities and trigger Slack alerts for fast responses.
Q
C
P
S
Use ChatGPT to summarise every accepted quote in Quotient, create a note in Pipedrive, and post the brief in Slack.
AI summarises accepted Quotient quotes, logs the summary as a Pipedrive note, and announces it in Slack.
Q
P
A
S
When a quote is accepted in Quotient, create a deal in Pipedrive, create a task in Asana, and announce it in Slack.
Accepted quotes create Pipedrive deals, spin up project tasks in Asana, and notify your delivery team in Slack.

Supported triggers and actions for Pipedrive and Quotient

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it →
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it →
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it →
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it →
Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it →
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
Try it →
Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it →
Organization matches filter in Pipedrive
Try it →
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it →
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it →
Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it →
Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it →
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
Try it →
Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
Try it →
Create activity in Pipedrive
Generates a new activity or task
Try it →
Update activity in Pipedrive
Updates the activity with the latest information
Try it →
Get activity by id in Pipedrive
Retrieves details of an activity using ID
Try it →
Delete activity in Pipedrive
Deletes an activity
Try it →
Create deal in Pipedrive
Generates a new deal
Try it →
Update deal in Pipedrive
Updates deal information based on new criteria or changes
Try it →
Search deal in Pipedrive
Searches for a deal
Try it →
Get deal by id in Pipedrive
Retrieves a deal by its id
Try it →
Convert deal to lead in Pipedrive
Converts a deal into a lead
Try it →
Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
Try it →
Add product to deal in Pipedrive
Adds selected product to a deal
Try it →
Get products of deal in Pipedrive
Retrieves products associated with a deal
Try it →
Add participant to deal in Pipedrive
Adds a participant to a deal
Try it →
Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
Try it →
Create lead in Pipedrive
Generates new leads for potential customers
Try it →
Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it →
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it →
Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
Try it →
Create organization in Pipedrive
Generates a new organization
Try it →
Update organization in Pipedrive
Updates organization information
Try it →
Search organization in Pipedrive
Finds and retrieves information about a organization
Try it →
Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it →
Delete organization in Pipedrive
Deletes an organization
Try it →
Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
Try it →
Search person in Pipedrive
Retrieves information about a person
Try it →
Get person by id in Pipedrive
Retrieves a person's information by their id
Try it →
Delete person in Pipedrive
Deletes a person
Try it →
Create product in Pipedrive
Generates and launch new products
Try it →
Update product in Pipedrive
Updates product information
Try it →
Search product in Pipedrive
Searches for a product
Try it →
Get product by id in Pipedrive
Retrieves product information using its id
Try it →
Get product variations in Pipedrive
Retrieves variations of a product
Try it →
Delete product in Pipedrive
Deletes a product
Try it →
Add follower in Pipedrive
Increase your follower count
Try it →
Create note in Pipedrive
Creates a new note in the particular format
Try it →
Update note in Pipedrive
Updates a note with new information
Try it →
Search note in Pipedrive
Searches for a note
Try it →
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
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 Pipedrive + Quotient?

Streamline your quoting and CRM workflows by automating deal creation, client tracking, and team alerts.

What you can automate?
🚀
Turn accepted quotes into CRM deals
Automatically create a new deal in Pipedrive the moment a client accepts a proposal in Quotient. Eliminate manual data entry and keep your sales pipeline updated in real time.
📝
Capture every quote detail
Map all proposal information, line items, and client responses into Pipedrive records instead of just basic contact info. Your CRM becomes a complete source for review and follow-up.
🔔
Alert your team instantly on Slack
Notify your sales channel the second a quote is sent, viewed, or accepted. Keep everyone informed and ready to act on live proposals without checking multiple apps.
🔀
Route workflows based on quote status
Trigger different follow-up actions depending on whether a quote was accepted, declined, or questioned. Handle each proposal stage with tailored automation logic.
🔄
Keep Pipedrive deals up to date
Synchronise proposal changes, view counts, and status updates across your CRM automatically. Your workspace reflects the exact state of every active client negotiation.
🔍
Match and update existing records
Search for existing contacts and organisations in Pipedrive before creating new entries. Prevent duplicate records and keep your database clean and organised.
Handle later lifecycle changes
Manage post-quote events like declined proposals or customer inquiries by updating CRM activities and triggering re-engagement workflows automatically.
🔗
Extend your flow to financial tools
Connect your core quoting and CRM setup to QuickBooks Online or Stripe for seamless invoicing and payment collection the moment a deal is won.
And much more...

Who is Pipedrive + Quotient integration for?

Connecting Pipedrive and Quotient helps sales teams, business owners, and account managers turn accepted quotes into structured CRM deals without manual data entry.

Sales Directors and Revenue Leaders
Sales Directors and Revenue Leaders
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Sales Operations Teams
Sales Operations Teams
Business Development Reps
Business Development Reps
Finance and Admin Managers
Finance and Admin Managers
📈
Sales Directors and Revenue Leaders
You're reviewing pipeline reports but your CRM deals only update when someone manually exports accepted proposals, so your revenue forecasts are always a few hours behind — with this integration, every accepted quote lands in your CRM instantly and your pipeline stays current.
Account Executives
You need to kick off onboarding the moment a client signs, but you find out about accepted quotes too late in the day — with this integration, every new deal appears in your workspace instantly and you can start project setup right away.
🤝
Client Success Managers
You answer to stakeholders who want to see immediate progress after a proposal is won, but manual data entry causes handover delays — with this integration, every accepted quote creates a structured record immediately and your stakeholders see accurate updates.
📊
Sales Operations Teams
The volume of outbound quotes is too high for anyone to keep up by hand, leading to missing CRM records — with this integration, every sent and accepted proposal syncs automatically and your database remains complete without manual effort.
🎯
Business Development Reps
You own the follow-up step and depend on someone upstream to log quote activity before you can reach out — with this integration, every prospect question triggers immediate CRM tasks and your outreach begins without waiting.
📁
Finance and Admin Managers
You need a reliable history of proposal statuses and keep finding gaps where quotes were accepted but never logged — with this integration, every stage change updates your records automatically and your audit trail stays flawless.
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 Pipedrive + Quotient

Build and manage your Pipedrive + 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 Pipedrive + 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Pipedrive to Quotient?
Frequently Asked Questions
You can connect Pipedrive to Quotient in 1-click using Integrately. Set up pre-built automations or use Integrately AI to link your quoting and CRM workflow alongside tools like Slack, QuickBooks Online, and Asana.
Can I automatically create a Pipedrive deal when a quote is accepted in Quotient?
Frequently Asked Questions
Can I connect Pipedrive, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Quotient?
Frequently Asked Questions
How does Pipedrive handle deal creation from quotes?
Frequently Asked Questions
Can I track quote statuses and view counts in Quotient?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and Quotient?
Frequently Asked Questions
Is the Pipedrive 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 Pipedrive or Quotient With 1500+ Other Apps

Pipedrive
Popular Pipedrive Integrations
Connect Pipedrive with CRMs, email marketing tools, and customer support platforms to manage and follow up on your sales pipeline.
See All
Pipedrive Integrations arrow right
No popular apps found
Quotient
Popular Quotient Integrations
Sync Quotient with accounting, invoicing, project management, and reporting tools to keep billing data working across your stack.
See All
Quotient Integrations arrow right
No popular apps found