Integration to Other Applications

All integration to 3rd party applications use the Zapier Integration platform.  This offers a safe and stable platform to transport data between applications.  The instructions below provide an introduction to using the Zapier Integration provided for QuoteCloud. 

If you require assistance activating this intregation suite, please email the QuoteCloud Help Centre at

In this user guide topic we will use integration to SalesForce as an example, however the process is similar for integration to any other application.

Create new Sales Leads as

Customers in QuoteCloud to

sync your CRM contacts

Add new Products to the

QuoteCloud Product library to

use in all your Quotes / Proposals

Let Salesforce know when

a proposal is Accepted

Create new Prospects

as Customers in QuoteCloud to

sync your CRM contacts

Make your own zaps




Crate New Contact

Create a new contact in QuoteCloud which can be used dynamically from the create proposal wizard

Proposal Approved

Triggers when a proposal is approved by your end customer

Coming Soon

We don't have any searches just yet but check back soon as we have some in the pipeline !

Add Product

Add a product to your product library

Proposal Created

Triggers when a proposal is created in QuoteCloud


Proposal Lost

Triggers when a proposal changes to a Lost status


Proposal Read

Triggers when a proposal is read by your end customer


Proposal Sent

Triggers when a proposal is sent by your sales team


Proposal Closed

Triggers when a proposal changes to a Closed status


1. Choose Salesforce as the trigger system for you ZAP. In the next step you will have to choose the type of trigger you want to setup. Here we've selected "New Contact"


2. Linking accounts is super simple but important ! You need to ensure we're connecting to the right account by supplying the appropriate credentials for your source system. When you connect accounts the pop-up will show you clearly what details are required, it's usually your login credentials or an API ID / Key.


3. Testing this step will ensure your connection to Salesforce and your account is all good. It will also perform a test run of retreiving a data object of the type required, a new contact in this case. This will ensure before progressing, everything checks out.


4. Next chosse the destination system where the action is going to be executed, using the incoming data from your trigger. Of course choose QuoteCloud here!

Next you can choose the type of action you want to perform and connect up your QuoteCloud account as we did previously for Salesforce.


5. The "Edit Template" step is the all important mapping of fields exercise. Here you can map the source field to the destination field. It's really quite simple but you can get tricky using some of the more advanced logic Zapier offers. You can also perform multi-step ZAPs allowing you to transform the data along the way or some other funky requirement.

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