Most businesses do not run on one piece of software.
Sales may use a CRM. Service may use a PSA. Accounting has its own system. Operations may rely on project management software. Product information may live in a separate database. Marketing, support, collaboration, reporting, and AI tools all have their own place in the technology stack.
The challenge is not usually finding one system that does everything.
It is getting the systems you choose to work together.
QuoteWerks has always been built around that idea.
Rather than trying to replace the rest of your business software, QuoteWerks handles the quoting and CPQ process while connecting to the applications around it.
That approach has led to more than 115 native integrations with CRM and PSA platforms, accounting systems, distributors, payment gateways, tax services, shipping providers, purchasing systems, and other applications used by QuoteWerks customers every day.
Now, with the QuoteWerks Web integration with Zapier, the QuoteWerks integration ecosystem gets dramatically larger.
QuoteWerks can now participate in workflows involving more than 9,000 applications available through Zapier.
The simplest way to think about it is this:
Use native integrations for depth. Use Zapier for reach and workflow flexibility.
Why Zapier Matters When QuoteWerks Already Has 115+ Integrations
Native integrations remain extremely important.
When QuoteWerks integrates directly with a CRM, PSA, accounting system, distributor, or other business platform, that integration can be purpose-built around the way those two systems work together.
That can mean deeper functionality, application-specific workflows, tighter data mapping, and a better understanding of the business process taking place between the systems.
Zapier solves a different problem.
No software company can realistically build and maintain a dedicated integration with every application its customers might use.
Businesses increasingly rely on specialized applications for project management, marketing, support, databases, forms, analytics, collaboration, AI, and industry-specific workflows.
Some of those systems may only be used by a small portion of the QuoteWerks community.
Others may be internal applications unique to a particular company.
Zapier gives customers another way to connect those systems without waiting for QuoteWerks to build a dedicated native integration.
In many cases, those workflows can also be created without building and maintaining a custom software integration.
That is the real value.
Native integrations where depth matters. Zapier when you need to go further.
From 115+ Integrations to an Ecosystem of 9,000+ Apps
Zapier connects with more than 9,000 applications across a wide range of business categories.
That includes applications for:
- CRM and sales
- Project management
- Marketing automation
- Customer support
- Accounting and finance
- Databases
- Forms
- Collaboration
- Analytics
- Ecommerce
- AI
- Internal business workflows
Depending on your technology stack, that can mean connecting QuoteWerks to applications such as Microsoft Teams, Slack, Google Sheets, Airtable, Monday.com, Asana, Notion, Mailchimp, Zendesk, and thousands of others.
That does not mean QuoteWerks suddenly has 9,000 new native integrations.
The distinction matters.
Instead, QuoteWerks can now become part of workflows involving applications throughout the Zapier ecosystem.
For many organizations, that changes the integration question.
Instead of asking:
"Does QuoteWerks have a native integration with this application?"
You can also ask:
"Can we connect it through Zapier?"
That creates significantly more flexibility when designing your business systems.
Automate What Happens Around the Quote
One of the most useful applications of Zapier is automating what happens before, during, and after the quoting process.
A workflow can start with activity in QuoteWerks and continue into another business system.
For example:
Quote Accepted → Start Fulfillment
A customer accepts a quote through QuoteValet.
Zapier can trigger the next steps, such as:
- creating a project or task
- notifying the operations team
- updating another business application
- adding information to a spreadsheet or database
- starting an onboarding process
Instead of someone manually watching for accepted quotes and starting those workflows, the process can begin automatically.
Quote Created → Notify the Team
A new high-value quote is created in QuoteWerks.
Zapier can send a notification to Microsoft Teams or Slack, add the quote to an internal reporting process, or trigger another workflow.
Quote Converted to Order → Create Downstream Work
Once a quote becomes an order, Zapier can help trigger the next operational step.
That could mean creating tasks in a project management application, notifying fulfillment, updating an internal database, or starting another automated process.
The goal is not automation for its own sake.
It is reducing the repetitive work surrounding the quote.
Information Can Flow Into QuoteWerks Too
Zapier is not limited to sending QuoteWerks information somewhere else.
QuoteWerks can also be the destination of a workflow.
That creates some very interesting possibilities.
New Opportunity → Create a Starting Quote
A new opportunity is created in a CRM.
Zapier can use that information to begin a QuoteWerks quote and notify the salesperson that it is ready for review.
The salesperson still validates the products, configuration, pricing, and overall solution.
But they no longer have to start from a completely blank quote or manually transfer the basic information.
Customer Request → Create a Draft Quote
Imagine a customer submits a request through a web form or another business application.
A workflow could:
- Retrieve the customer information.
- Identify the related opportunity.
- Create a QuoteWerks quote.
- Add relevant information.
- Notify the salesperson.
The repetitive data movement happens automatically.
The salesperson focuses on the part that actually requires expertise.
Connect QuoteWerks to More CRM Systems
QuoteWerks already provides deep integrations with many popular CRM and PSA platforms.
Zapier creates another path for businesses using systems outside that native integration ecosystem.
QuoteWerks Web can use Zapier to help retrieve CRM opportunity information, create opportunities, update existing opportunities, and maintain the relationship between a CRM opportunity and the QuoteWerks document when the connected application and workflow support those capabilities.
The operating model remains the same:
Your CRM manages the relationship and pipeline. QuoteWerks manages the quote.
Zapier can help information move between them.
That can be particularly useful for organizations using a newer CRM, an industry-specific system, or a specialized sales platform that does not currently have a dedicated QuoteWerks integration.
Search External Contacts and Products from QuoteWerks
Zapier also creates opportunities that go beyond traditional workflow automation.
QuoteWerks Web can use Zapier as a Contact Data Source.
A salesperson can search for a customer from within QuoteWerks. Zapier can search the connected contact or CRM system and return matching information back into QuoteWerks.
The same concept applies to products.
Zapier can be configured as a Product Data Source, allowing users to search an external product system from within QuoteWerks and return matching products to the QuoteWerks product search.
Depending on the connected application and available data, that information can include:
- manufacturer
- manufacturer part number
- vendor
- vendor part number
- description
- cost
- price
- list price
- unit of measure
- item type
- category
For companies maintaining specialized product information outside QuoteWerks, this can eliminate unnecessary duplication.
Instead of copying product information into multiple systems simply so salespeople can quote it, QuoteWerks can reach into the system where that information already lives.
Zapier Creates New Possibilities for AI Workflows
AI is also becoming another component in the modern business technology stack.
Zapier can help connect AI tools with QuoteWerks workflows.
For example:
Customer Email → AI Extracts Requirements → Zapier Coordinates Workflow → QuoteWerks Quote Created → Salesperson Reviews
AI could help extract structured information from emails or documents, classify requests, summarize activity, or determine which workflow should run next.
Zapier can then help move that information between the AI system, QuoteWerks, and the other business applications involved.
The important part is that AI does not have to operate in isolation.
It can become another participant in the broader workflow.
Best-of-Breed Software Without the Integration Penalty
For years, one of the arguments for large all-in-one business platforms has been integration.
If every department uses software from the same vendor, theoretically everything should work together.
But that approach creates its own trade-offs.
The best CRM for your sales team may not have the best quoting capabilities.
Your PSA may be excellent at service delivery but poorly suited for complex quoting.
Your accounting platform should not necessarily dictate how your sales team builds, prices, and presents a solution.
And the application that works perfectly for one department may be a poor fit for another.
Businesses should be able to choose the applications that solve each problem well.
Integration is what makes that practical.
That has been a core part of the QuoteWerks philosophy for decades.
We do not want to own your entire software stack.
We want QuoteWerks to be the best quoting and CPQ platform inside it.
Our 115+ native integrations provide deep connections to many of the applications our customers depend on every day.
Zapier dramatically expands how far that model can go.
Build the Technology Stack That Fits Your Business
Every QuoteWerks customer has a slightly different technology stack.
You may have a project management system that should receive information after a quote is accepted.
You may maintain product information in an internal database.
Marketing may need to know when specific QuoteValet activity occurs.
Operations may need a workflow to start when an order is created.
Your company may use a niche CRM, specialized support platform, industry-specific application, or AI tool that QuoteWerks has never integrated with directly.
Those systems no longer have to remain isolated from your quoting process.
Zapier gives you another way to connect the pieces.
And because Zapier continues to expand its application ecosystem, the number of potential QuoteWerks workflows can grow without requiring QuoteWerks to build a dedicated integration for every application.
115+ Native Integrations. Thousands More Possibilities.
QuoteWerks has spent decades connecting the quoting process with the other systems businesses depend on.
Zapier does not replace that investment.
It extends it.
Our native integrations continue to provide deep, purpose-built connections with many of the most important CRM, PSA, accounting, distributor, payment, purchasing, and other business systems used by QuoteWerks customers.
Zapier gives you another option for everything beyond those integrations.
That means:
- fewer disconnected systems
- less duplicate data entry
- fewer manual handoffs
- more opportunities for automation
- less need for custom integration development
- more freedom to choose the software that actually fits your business
QuoteWerks handles the quote. Your other applications handle what they do best. Zapier helps connect the pieces.
If you create a useful QuoteWerks workflow with Zapier, we would also like to hear about it.
The workflows our customers build will help us identify new use cases, examples, and opportunities for expanding what organizations can automate around the quoting process.
Learn more about the QuoteWerks Zapier integration
The Zapier integration is included with all editions of QuoteWerks Web. A separate Zapier account and appropriate Zapier plan may be required depending on the applications and workflows you choose to use.
Frequently Asked Questions
Does QuoteWerks integrate with Zapier?
Yes. QuoteWerks Web integrates with Zapier, allowing QuoteWerks to participate in workflows with thousands of applications available through the Zapier ecosystem.
How many integrations does QuoteWerks support?
QuoteWerks offers more than 115 native integrations with CRM and PSA platforms, accounting systems, distributors, payment gateways, tax services, shipping providers, purchasing systems, and other business applications.
Zapier expands those options by allowing QuoteWerks Web to connect with workflows involving more than 9,000 additional applications.
Does Zapier replace QuoteWerks' native integrations?
No.
QuoteWerks' native integrations are purpose-built for specific applications and can provide deeper, application-specific functionality.
Zapier serves a different purpose. It provides broader reach and workflow flexibility when a native integration does not exist or when you want to automate a process across multiple systems.
A simple way to think about it is:
Use native integrations for depth. Use Zapier for reach and workflow flexibility.
What can I automate with QuoteWerks and Zapier?
Zapier can be used to automate workflows before, during, and after the quoting process.
Examples include:
- notifying a team when a quote is created or accepted
- creating projects or tasks after a quote becomes an order
- starting customer onboarding after QuoteValet acceptance
- updating CRM or operational systems
- creating QuoteWerks quotes from activity in another application
- moving information between QuoteWerks and other business systems
The exact workflows available depend on the applications being connected and the triggers and actions those applications support.
Can Zapier send information into QuoteWerks?
Yes.
Zapier workflows can use supported QuoteWerks actions to create or update QuoteWerks information.
This makes it possible for a process that starts in another application, such as a CRM, form, database, or AI workflow, to continue into QuoteWerks.
Can I connect QuoteWerks to a CRM that does not have a native QuoteWerks integration?
Potentially, yes.
If the CRM integrates with Zapier and exposes the data and actions required for your workflow, Zapier can provide another way to exchange information between that CRM and QuoteWerks Web.
This can be especially useful for specialized, industry-specific, or newer CRM platforms that do not have a dedicated QuoteWerks integration.
Can Zapier be used as a QuoteWerks contact or product data source?
Yes.
QuoteWerks Web can use Zapier as a Contact Data Source or Product Data Source.
This allows QuoteWerks users to search supported external systems for contacts or products and return that information into QuoteWerks.
The information available depends on the connected application and the data it exposes through Zapier.
Can I use AI with QuoteWerks and Zapier?
Yes.
Zapier can help connect AI tools with QuoteWerks and other applications in a business workflow.
For example, an AI tool could extract structured information from an incoming customer request, Zapier could coordinate the workflow, and QuoteWerks could be used to create the starting quote for a salesperson to review.
Do I need to write code to use QuoteWerks with Zapier?
Many Zapier workflows can be created without building and maintaining a custom software integration.
More complex workflows may still require additional configuration, scripting, APIs, or custom logic depending on what you are trying to accomplish.
Is the Zapier integration available with QuoteWerks Desktop?
The Zapier integration is designed for QuoteWerks Web.
QuoteWerks Desktop continues to support its existing native integrations, SDK, and other integration options.
Do I need a separate Zapier account?
Yes.
The QuoteWerks Zapier integration is included with all editions of QuoteWerks Web, but a separate Zapier account is required.
The Zapier plan you need depends on the applications, workflow complexity, and automation volume you plan to use.
Where can I learn more about the QuoteWerks Zapier integration?
You can learn more about the available QuoteWerks triggers, actions, CRM options, contact and product data sources, and automation possibilities on the QuoteWerks Zapier integration page.