Quotient + Zendesk Integration

Integrate Quotient to Zendesk in one click, or tell Integrately AI how you want each quote handled. Create tickets, add comments, update customer organizations, and alert your support team 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
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
Arrow Right
2.
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready WorkflowsReady Workflows ย  for Quotient + Zendesk Integration

Create tickets from new quotes, update support records when quotes are accepted, add comments for customer questions, and log customer organizations, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Quotient + Zendesk flow

Streamline customer onboarding and support handoffs by syncing your quoting and ticketing data with your favorite tools. Pick a combination and activate it in one click.

Quotient
Zendesk
+
SalesforceSalesforce (4)
+
StripeStripe (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
Q
Z
S
Create a Zendesk ticket for every new Quotient quote, and add the contact in Salesforce
New Quotient quotes instantly generate Zendesk tickets and create matching records in Salesforce without manual re-typing.
Q
Z
S
When a Quotient quote is accepted, update the Zendesk ticket and update the Salesforce deal
Accepted quotes automatically update your support tickets in Zendesk and move your sales pipeline forward in Salesforce.
Q
Z
S
Add customer questions from Quotient as Zendesk comments, and update records in Salesforce
Customer questions on quotes are added directly to Zendesk tickets and updated in Salesforce for complete visibility.
Q
Z
S
When a Quotient quote is declined, update the Zendesk ticket and update Salesforce records
Declined quotes update your Zendesk support records and log the loss in Salesforce for pipeline review.

Supported triggers and actions for Quotient and Zendesk

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
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No action is available
Zendesk
Zendesk Triggers & Actions
Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Quotient + Zendesk?

Sync your quoting lifecycle directly with your customer service operations to handle quotes, tickets, customer queries, and team alerts automatically.

What you can automate?
๐Ÿงพ
Create tickets from new quotes automatically
Convert every new Quotient quote into a Zendesk support ticket the moment it is sent, removing manual copy work from your support team.
๐Ÿ“‹
Capture every submitted quoting option
Map all custom quote options and line items directly into Zendesk ticket descriptions so support agents see complete customer choices upfront.
๐Ÿ””
Alert support staff instantly on new questions
Trigger immediate notifications when a customer asks a new question in Quotient so your support team can reply within minutes.
๐Ÿ”€
Route tickets based on quote status
Send accepted quotes to priority support queues in Zendesk while routing declined quotes to dedicated follow-up lists automatically.
๐Ÿ”„
Keep ticket statuses synchronised with quotes
Update Zendesk tickets automatically whenever a quote is viewed, accepted, or declined by your customers.
๐Ÿ”
Match and update existing customer organizations
Search and update existing Zendesk organizations using Quotient customer details instead of creating duplicate records.
โš™๏ธ
Automate workflows for declined quotes
Trigger specific follow-up actions in Zendesk when a customer declines a quote or requests revisions.
๐Ÿ’ฌ
Extend your workflow to Slack channels
Post instant updates to your team Slack channel whenever a new quote is accepted in Quotient and recorded in Zendesk.
And much more...

Who is Quotient + Zendesk integration for?

Sales and support teams connecting their quoting and ticketing systems to eliminate manual data entry, prevent missed enquiries, and keep customer records fully aligned.

Sales managers
Sales managers
Support leads
Support leads
Account executives
Account executives
Operations teams
Operations teams
Customer success reps
Customer success reps
Support administrators
Support administrators
๐Ÿ“ˆ
Sales managers
You're monitoring quote conversions, but your ticketing stats only update when someone manually checks records, so the response times you're reviewing are always outdated โ€” with this integration, every accepted quote updates Zendesk tickets instantly and your pipeline numbers stay current.
โšก
Support leads
You're handling customer queries from quotes, but agents find out about new questions too late, so response windows are constantly missed โ€” this integration means every new customer question creates a Zendesk ticket automatically and issues get resolved faster.
๐Ÿค
Account executives
You're sending custom options to clients, but details are rarely logged in customer service tools, so support reps lack context when clients call โ€” connecting these apps means every sent quote populates Zendesk records instantly and support handoffs become seamless.
๐Ÿ“Š
Operations teams
You're managing high volumes of incoming quotes, but manual ticket creation cannot keep up with the traffic, resulting in massive data backlogs โ€” automating both apps means every quote view generates a Zendesk ticket and your workflow scales smoothly.
๐Ÿ‘ฅ
Customer success reps
You're depending on sales reps to hand over quote feedback manually, but crucial context gets lost between teams, leaving clients waiting โ€” with this integration, every declined quote updates Zendesk organizations and success teams can follow up immediately.
๐Ÿ—‚๏ธ
Support administrators
You're trying to maintain a reliable history of customer interactions, but missing quote data creates blind spots in customer profiles โ€” this integration means every client response writes directly to Zendesk and your audit trail stays complete.
Our team

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Why choose Integrately to automate Quotient + Zendesk

Build and manage your Quotient + Zendesk 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 + Zendesk 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 โ€” 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?

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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Quotient to Zendesk?
Frequently Asked Questions
You can connect Quotient to Zendesk in 1-click using ready-made flows or build custom workflows with Integrately AI. It links your quoting and support tools seamlessly along with Salesforce, Stripe, Slack, and 1,500+ other apps.
Can I automatically create Zendesk tickets when a new quote is sent in Quotient?
Frequently Asked Questions
Can I connect Quotient, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and Zendesk?
Frequently Asked Questions
How do customer questions in Quotient update Zendesk records?
Frequently Asked Questions
Can I update Zendesk ticket statuses when a quote is accepted?
Frequently Asked Questions
Do I need coding skills to automate Quotient and Zendesk?
Frequently Asked Questions
Is the Quotient and Zendesk integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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