Integrate Quotient With Nutshell CRM
Our Marketplace integration with Quotient powers:
- Creating a lead in Quotient when a new Nutshell lead is created
- Creating a new Nutshell lead when a lead is created in Quotient
- Updating a Nutshell lead when a Quotient quote is accepted, sent or declined
- Logging a Nutshell activity when a Quotient quote is sent
What is our App Marketplace?
We offer many instant integrations — such as Google, Microsoft and Quickbooks. Our App Marketplace gives you additional flexibility to connect Nutshell with many other software applications. Even better, with our Marketplace service, we’ll set up, maintain and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached.
Have more questions about this integration? Start a free trial and chat with our sales team!
Requirements for integrating Quotient with Nutshell
To set up this integration, you will need a Quotient account.
Foire aux questions
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1. Should I use Quotient or Nutshell’s built-in Quotes & Invoices feature?
Both work with Nutshell, so it depends on your needs. Nutshell Quotes (67/month flat) handles standard proposals with templates, auto−population , and pipeline automation—perfect if you need basic quoting20/user/month) excels at complex quotes with optional items, mobile-responsive design, discussion threads, and acceptance workflows. Choose Quotient if you need advanced proposal features; choose Nutshell Quotes for simplicity and cost savings.
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2. How do quotes created in Quotient sync with Nutshell leads and pipeline stages?
When you create a quote in Quotient linked to a contact, our integration automatically creates or updates that lead in Nutshell. When the quote is sent, accepted, or declined in Quotient, Nutshell logs these activities on the lead record. You can also set up automation to move leads through pipeline stages based on quote events—so an accepted quote can automatically advance a deal to your next stage without manual intervention.
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3. Can I automate actions in Nutshell when a quote is accepted or viewed in Quotient?
Yes, through our App Marketplace integration powered by Zapier. When a Quotient quote is accepted, sent, or viewed, you can trigger Nutshell actions like creating tasks, sending follow-up emails, updating lead fields, or moving deals through your pipeline. This eliminates manual updates and keeps your sales process flowing automatically, so your team stays focused on closing deals instead of data entry.
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4. What unique features does Quotient offer that Nutshell’s quoting doesn’t?
Quotient specializes in complex proposal workflows that Nutshell Quotes doesn’t cover natively. Quotient allows optional items customers can add à la carte, multiple-choice product selections, built-in discussion threads for negotiation, and highly customizable mobile-responsive designs. If your sales process involves extensive proposal negotiation or requires customers to build custom packages, Quotient’s features justify the additional investment alongside Nutshell.
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5. Is Quotient compatible with my accounting software if I use it with Nutshell?
Yes. Quotient integrates directly with Xero and QuickBooks Online, automatically creating invoices from accepted quotes. When paired with Nutshell, you get a complete workflow: create quotes in Quotient, sync them to Nutshell leads, and auto-generate invoices in your accounting software. This eliminates manual invoice creation and keeps financial data in sync across all three systems seamlessly.
