Quotient + WATI Integration

Integrate Quotient to WATI in one click, or tell Integrately AI how you want each quote handled. Send WhatsApp messages, update contact records, alert your team, and trigger follow-ups automatically.

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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
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
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2.
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI

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Ready Workflows Ready Workflows for Quotient + WATI Integration

Send WhatsApp messages for new quotes, update customer statuses, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Quotient + WATI Integration

Create WATI contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your WATI 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 WATI 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 WATI.
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Connect more apps to your Quotient + WATI flow

Capture quotes, send instant WhatsApp notifications, and sync your favorite CRMs or sheets. Pick a combination and activate it in one click.

Quotient
WATI
+
SalesforceSalesforce (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
Q
W
S
Send every new Quotient quote to WATI as a template message, and create a contact in Salesforce.
New Quotient quotes trigger an instant WATI template message while automatically creating a contact in Salesforce without manual data entry.
Q
W
S
When a quote is accepted in Quotient, notify your team via WATI and update the record in Salesforce.
Accepted quotes in Quotient instantly notify your team through WATI and update the corresponding Salesforce record.
Q
W
S
Use ChatGPT to summarise every new Quotient quote, send the brief via WATI, and create a record in Salesforce.
AI summarises new Quotient quotes before sending a WATI message and logging the details in Salesforce.

Supported triggers and actions for Quotient and WATI

Mix and match to build the exact automation you need

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
Try it →
No action is available
WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
Try it →
Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
Try it →
Contact is created in WATI
Triggers the automation when a new contact is created
Try it →
Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
Try it →
Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
Try it →
Send template message in WATI
Sends a reply
Try it →
Send session message in WATI
Sends a session message
Try it →
Create contact in WATI
Adds a new contact to the database
Try it →
Update contact attributes in WATI
Updates contact information with new details
Try it →

What can you automate with Quotient + WATI?

Turn every quote event into instant WhatsApp communication and streamlined workflows.

What you can automate?
🧾
Send instant WhatsApp messages for new quotes
Automatically trigger a WATI template message the moment a new quote is sent in Quotient, ensuring your customers receive details right away.
🔍
Capture quote details in WhatsApp communications
Pull specific information from your Quotient quotes and include them dynamically in your WATI messages for a personalized customer experience.
🔔
Notify your team when quotes are accepted
Alert your sales staff immediately via WATI when a customer accepts a quote in Quotient, enabling rapid follow-up.
🔀
Route messages based on quote status
Send different WATI messages depending on whether a quote was accepted, declined, or if the customer asked a new question.
🔄
Keep messaging attributes updated as quotes change
Update contact attributes in WATI automatically whenever a customer views or interacts with their quote in Quotient.
👥
Create or update contacts effortlessly
Ensure customer profiles are automatically created or updated in WATI when new quotes are sent, preventing duplicate entries.
⚡
Handle declined quotes and questions smoothly
Trigger specific WATI follow-up flows when a customer asks a question or declines a quote, keeping communication active.
📊
Sync quote data with Google Sheets
Send quote events from Quotient to WATI while simultaneously logging all details into Google Sheets for comprehensive record-keeping.
And much more...

Who is Quotient + WATI integration for?

Connecting Quotient and WATI means sales teams and business owners can manage quotes and customer communication without manual delays.

Sales Managers
Sales Managers
Account Executives
Account Executives
Project Coordinators
Project Coordinators
Business Owners
Business Owners
Client Success Reps
Client Success Reps
Operations Leads
Operations Leads
📈
Sales Managers
You're sending quotes in Quotient every day, but your team has to manually check WhatsApp to follow up, so leads often go cold before anyone reaches out — this integration means every new quote instantly triggers a WATI message and keeps your pipeline moving.
⚡
Account Executives
You're tracking quote views in Quotient, but you find out about customer questions too late to close the deal, so response times lag behind — automating both apps means customer queries in Quotient instantly update your workflow and speed up responses.
📋
Project Coordinators
You're managing accepted quotes in Quotient, but clients want immediate WhatsApp confirmations that get missed in busy queues, so communication breaks down — this integration means every accepted quote sends a template message right away.
📈
Business Owners
You're reviewing quote volumes in Quotient, but your team struggles to keep contact lists updated across platforms, so customer data gets fragmented — connecting these apps means every quote action updates your messaging database automatically.
🤝
Client Success Reps
You're answering questions in Quotient, but you depend on manual handoffs to send WhatsApp follow-ups, so messages get delayed — automating both apps means customer inquiries instantly trigger the right WhatsApp message.
🗂️
Operations Leads
You're archiving declined quotes in Quotient, but historical records are messy and hard to audit, so tracking fails — this integration means every quote update logs clean customer data without manual entry.
Try This Integration – No Code Neededarrow right
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Why choose Integrately to automate Quotient + WATI

Build and manage your Quotient + WATI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Quotient + WATI 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Quotient to WATI?
Frequently Asked Questions
You can connect Quotient to WATI in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Salesforce, Stripe, Calendly, HubSpot, Google Sheets, Gmail, and 1,500+ other apps.
What can I automate between Quotient and WATI?
Frequently Asked Questions
Can I connect Quotient, WATI, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and WATI?
Frequently Asked Questions
How does Quotient handle quote triggers and customer questions?
Frequently Asked Questions
Can WATI automatically send template messages when quotes are sent?
Frequently Asked Questions
Is coding required to set up Quotient and WATI automations?
Frequently Asked Questions
Is the Quotient and WATI integration free?
Frequently Asked Questions
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You Can Also Connect Quotient or WATI With 1500+ Other Apps

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