Salesforce Marketing Cloud + Quotient Integration

Integrate Quotient to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each quote handled. Validate email addresses, create subscribers, insert data extension records, and send transactional emails automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

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Ready WorkflowsReady Workflows   for Salesforce Marketing Cloud + Quotient Integration

Capture new quotes, create subscribers, validate email addresses, insert data extension records, and send transactional emails, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Quotient + Salesforce Marketing Cloud flow

Users often want to log quote details in CRM systems, notify sales teams, and track revenue. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Quotient
+
SalesforceSalesforce (6)
+
StripeStripe (5)
+
HubSpotHubSpot (5)
+
Google SheetsGoogle Sheets (5)
+
SlackSlack (5)
+
GmailGmail (5)
Q
S
S
Add every new Quotient quote to Salesforce Marketing Cloud, and create a record in Salesforce.
New Quotient quotes appear in Salesforce Marketing Cloud as subscribers and create corresponding records in Salesforce automatically.
Q
S
S
When a quote is accepted in Quotient, update Salesforce Marketing Cloud and create a task in Salesforce.
Accepted quotes immediately generate subscribers in Salesforce Marketing Cloud and open follow-up tasks in Salesforce.
Q
S
S
If a quote is declined in Quotient, update Salesforce Marketing Cloud and log the reason in Salesforce.
Declined proposals update your subscriber records in Salesforce Marketing Cloud and log detailed feedback in Salesforce.
Q
S
S
When a customer asks a new question in Quotient, validate their email in Salesforce Marketing Cloud and update Salesforce.
Customer questions in Quotient trigger email validation in Salesforce Marketing Cloud and update contact records in Salesforce.
Q
S
S
Use Claude to evaluate new Quotient quotes. If approved, update Salesforce Marketing Cloud and Salesforce.
Claude reviews quote details from Quotient before updating Salesforce Marketing Cloud and creating records in Salesforce.
Q
S
S
S
When a quote is accepted in Quotient, update Salesforce Marketing Cloud, update Salesforce, and notify Slack.
Accepted proposals update Salesforce Marketing Cloud subscribers, log updates in Salesforce, and announce wins in Slack.

Supported triggers and actions for Salesforce Marketing Cloud and Quotient

Mix and match to build the exact automation you need

Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
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Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
Try it →
Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
Try it →
Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
Try it →
Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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 Quotient + Salesforce Marketing Cloud?

Streamline your quoting and marketing workflows by syncing quote events directly to your customer database.

What you can automate?
🔄
Sync new Quotient quotes directly to Salesforce Marketing Cloud
Automatically create subscribers or insert data extension records the moment a new quote is sent in Quotient. Eliminate manual data entry across systems.
📋
Capture complete quote details and customer responses
Map all submitted pricing options, line items, and customer interactions into your marketing records. Maintain rich profiles for every proposal.
🔔
Alert your team the moment a customer views or accepts a quote
Trigger instant notifications when prospects interact with your proposals in Quotient so sales representatives can follow up at the exact right moment.
🔀
Route subscribers differently based on quote status or customer answers
Send different transactional emails or update separate data extensions depending on whether a quote is accepted, declined, or questioned.
📝
Update existing subscribers when quote details change
Keep customer profiles current by updating existing Salesforce Marketing Cloud records whenever proposal terms or pricing options are modified.
🛡️
Upsert data extension records to prevent duplicate entries
Use intelligent upsert operations to match existing subscribers and update their records rather than creating redundant entries in your database.
Trigger email campaigns when quotes are declined or questions are asked
Automate follow-up sequences using TriggerSend in Salesforce Marketing Cloud immediately after a customer raises a question or declines a proposal.
💬
Connect Quotient and Salesforce Marketing Cloud with Slack to notify channels instantly
Extend your core quoting and marketing workflow by posting real-time updates and proposal milestones directly into dedicated Slack channels.
And much more...

Who is Quotient + Salesforce Marketing Cloud integration for?

Sales and marketing teams relying on Quotient quotes need instant Salesforce Marketing Cloud updates to engage clients and drive revenue without manual delays.

Sales operations managers
Sales operations managers
Account executives
Account executives
Customer success leads
Customer success leads
Enterprise sales teams
Enterprise sales teams
Marketing campaign managers
Marketing campaign managers
Revenue analysts
Revenue analysts
📈
Sales operations managers
You're reviewing quote statuses in Quotient, but your marketing lists only update when someone manually exports records, so the subscriber counts you're reporting on are always outdated — with this integration, every new quote lands in Salesforce Marketing Cloud instantly and your lists stay current.
Account executives
You're waiting for quote acceptances in Quotient to trigger outreach, but notices arrive hours too late because nobody is watching the dashboard — with this integration, every accepted quote creates a subscriber in Salesforce Marketing Cloud immediately so you can engage fast.
🤝
Customer success leads
You're tracking client approvals in Quotient, but stakeholders demand instant progress updates while you are busy compiling data manually — with this integration, every quote action updates Salesforce Marketing Cloud records automatically and keeps everyone informed.
🚀
Enterprise sales teams
You're handling dozens of daily proposals in Quotient, but manual data entry causes missed follow-ups and growing subscriber backlogs — with this integration, every sent quote processes automatically in Salesforce Marketing Cloud without manual effort.
🎯
Marketing campaign managers
You're closing deals in Quotient, but downstream marketing campaigns stall because subscriber data is not handed over on time — with this integration, every accepted quote triggers Salesforce Marketing Cloud workflows instantly to keep campaigns moving.
📊
Revenue analysts
You're managing client agreements in Quotient, but fragmented record-keeping leaves missing subscriber histories in your marketing database — with this integration, every quote interaction logs accurately in Salesforce Marketing Cloud for a complete audit trail.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Salesforce Marketing Cloud + Quotient

Build and manage your Salesforce Marketing Cloud + 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 Salesforce Marketing Cloud + 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
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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Quotient to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Quotient to Salesforce Marketing Cloud instantly using 1-click workflows or ask Integrately AI to build your automation. Link your accounts alongside tools like HubSpot, Google Sheets, Slack, and Gmail in minutes.
How can I sync Quotient quotes to Salesforce Marketing Cloud subscribers?
Frequently Asked Questions
Can I connect Quotient, Salesforce Marketing Cloud, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and Salesforce Marketing Cloud?
Frequently Asked Questions
Can I trigger actions when a quote is accepted in Quotient?
Frequently Asked Questions
How do Salesforce Marketing Cloud data extensions update from Quotient quotes?
Frequently Asked Questions
Do I need coding skills to automate Quotient and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Quotient and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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