Zoho Cliq + Quotient Integration

Integrate Quotient to Zoho Cliq in one click, or tell Integrately AI how you want each quote handled. Track accepted quotes, alert your sales channel, update your team, and trigger follow-ups 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
Arrow Right
2.
  • Zoho Cliq
    Send direct message in Zoho Cliq
  • Zoho Cliq
    Send channel message in Zoho Cliq
  • Zoho Cliq
    Broadcast a bot message in Zoho Cliq

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Ready WorkflowsReady Workflows   for Zoho Cliq + Quotient Integration

Alert your team about new quotes, notify reps when quotes are accepted or declined, broadcast customer questions, and share updates, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Quotient + Zoho Cliq flow

Create deals, log invoices, update contacts, and schedule follow-up meetings after quotes are sent or accepted. Pick a combination and activate it in one click.

Zoho Cliq
Quotient
+
PipedrivePipedrive (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
HubSpotHubSpot (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
GmailGmail (4)
Q
Z
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When a new quote is sent in Quotient, create a deal in Pipedrive and notify your sales channel in Zoho Cliq.
New Quotient quotes appear in Pipedrive as deals instantly while your sales channel hears about it in Zoho Cliq, removing manual data entry.
Q
Z
P
When a quote is accepted in Quotient, update the deal in Pipedrive and post a direct message in Zoho Cliq.
Accepted Quotient quotes update your Pipedrive deals to won status and trigger a Zoho Cliq direct message to the assigned rep.
Q
Z
P
When a quote is declined in Quotient, update the Pipedrive stage and notify your team in Zoho Cliq.
Declined Quotient quotes update your Pipedrive pipeline stage automatically while alerting your team in Zoho Cliq.
Q
Z
P
When a customer asks a new question in Quotient, create a follow-up task in Pipedrive and notify Zoho Cliq.
Customer questions in Quotient automatically open Pipedrive tasks and alert your team in Zoho Cliq for rapid response.

Supported triggers and actions for Zoho Cliq and Quotient

Mix and match to build the exact automation you need

Zoho Cliq
Zoho Cliq Triggers & Actions
No trigger is available
Send direct message in Zoho Cliq
Sends a private message to a recipient
Try it →
Send channel message in Zoho Cliq
Sends a message to a channel
Try it →
Broadcast a bot message in Zoho Cliq
Sends a pre-determined message to multiple recipients via a bot
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 + Zoho Cliq?

Streamline your quoting process by connecting every quote event directly to your team communication channels.

What you can automate?
🔔
Notify your team on every new quote
Send instant channel messages in Zoho Cliq the moment a new quote is sent in Quotient so your entire team stays informed of active proposals.
📝
Capture every quote option and detail
Extract all options, pricing, and customer choices from your Quotient quotes and deliver complete summaries directly into Zoho Cliq.
💬
Alert the right person instantly
Route direct messages to specific account managers in Zoho Cliq whenever their assigned quote is accepted or declined by a client.
🔀
Route messages based on quote status
Send different notifications to sales, finance, or support channels in Zoho Cliq depending on whether a quote is accepted, declined, or questioned.
🔄
Keep stakeholders updated as quotes change
Post automatic updates in Zoho Cliq whenever customers view quotes or ask new questions within Quotient.
🛡️
Prevent duplicate notifications
Ensure your Zoho Cliq channels receive clean, singular updates for each distinct stage of the Quotient quoting lifecycle.
🎯
Handle later quote status milestones
Trigger dedicated Zoho Cliq broadcasts when quotes move from pending to accepted or declined milestones.
🔌
Extend your workflow to CRMs and billing tools
Connect Quotient and Zoho Cliq to supporting platforms like HubSpot or QuickBooks Online to synchronize customer records and financial data.
And much more...

Who is Quotient + Zoho Cliq integration for?

Sales managers, account executives, and business owners who need real-time quote updates and instant team collaboration without manual data entry.

Sales Directors
Sales Directors
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Quotation Coordinators
Quotation Coordinators
Project Managers
Project Managers
Operations Teams
Operations Teams
📈
Sales Directors
You review quoting metrics to forecast monthly revenue, but your pipeline reports only update when someone manually checks Quotient, so your conversion numbers are always lagging — this integration means every new quote and acceptance reaches Zoho Cliq instantly and your reporting stays accurate.
Account Executives
You need to respond immediately when prospects view or accept quotes, but manual checks leave you finding out hours later — automating both apps means you get instant Zoho Cliq alerts the moment quote activity happens so you never miss a hot lead.
🤝
Client Success Managers
You coordinate onboarding right after a deal closes, but finding out about accepted quotes depends on internal email chains that often get delayed — connecting these apps means your team hears about accepted quotes in Zoho Cliq the second they happen.
📊
Quotation Coordinators
You process high volumes of client quotes every day and copying quote statuses into messaging channels takes hours of repetitive work — automating both apps means your workflow runs in the background and every update flows straight to Zoho Cliq.
🎯
Project Managers
You depend on sales handing over project details as soon as a quote is accepted, but communication gaps leave your team waiting — with this integration, accepted quotes notify your project channel in Zoho Cliq immediately so kickoffs start on time.
🗂️
Operations Teams
You audit quote histories and team response times, but manual logging often leaves gaps in your records — automating both apps means every quote event creates a reliable trail of team alerts and notifications.
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 Zoho Cliq + Quotient

Build and manage your Zoho Cliq + 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 Zoho Cliq + 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?

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Frequently Asked Questions

How do I connect Quotient to Zoho Cliq?
Frequently Asked Questions
You can connect Quotient to Zoho Cliq in 1 click using ready workflows on Integrately. Choose a pre-built template or ask Integrately AI to build the automation and map the fields for your team.
Can I notify my team in Zoho Cliq when a Quotient quote is accepted?
Frequently Asked Questions
Can I connect Quotient, Zoho Cliq, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and Zoho Cliq?
Frequently Asked Questions
How are quote options and customer questions handled in Quotient integrations?
Frequently Asked Questions
How do Zoho Cliq messages get triggered from quote updates?
Frequently Asked Questions
Do I need coding skills to set up Quotient and Zoho Cliq workflows?
Frequently Asked Questions
Is the Quotient and Zoho Cliq integration free?
Frequently Asked Questions
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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?

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