Organize tasks, notes, and workflows. Keep your team aligned and productive.
From the first touchpoint to the final signature, Quantiva automates every step of your CRM workflow and keeps your Workpad data accurate, complete, and always reflecting the true state of your pipeline.
A CRM is only as valuable as the data inside it — and most CRM data is incomplete, outdated, or just plain wrong because keeping it current requires too much manual effort from people who should be selling. The Quantiva and Workpad integration changes that by making your CRM self-maintaining. Every interaction is logged automatically, every deal stage is updated in real time, and every follow-up is triggered the moment it needs to happen — so your pipeline is always a reliable source of truth.
Every feature in this integration was designed to keep your CRM accurate and your sales team focused on the conversations that actually close deals.
Real-Time Pipeline Sync
Every contact, deal, and stage update reflects in your Workpad CRM the moment it happens anywhere in your stack.
AI Record Enrichment
Quantiva automatically enriches every contact record with company data, social profiles, and full interaction history.
Automated Follow-Ups
Trigger the right follow-up sequence automatically when a deal goes cold, advances a stage, or hits a key milestone.
Forecast Accuracy
Push real-time pipeline forecasts into your Workpad dashboard so leadership always knows exactly where the quarter stands.
No CRM administrators, no complex configuration, no engineering resources required. Just connect and your pipeline starts updating itself immediately.
Step 1
Connect: Click Connect Workpad from your Quantiva integrations dashboard. Find Workpad in the library and click the connect button to begin the setup process.
Step 2
Authenticate: Sign in to your Workpad account and grant Quantiva the permissions it needs to read and write your CRM data. The entire authentication process takes under 60 seconds.
Step 3
Configure: Choose which pipelines, fields, and automation rules to activate. Define your triggers and sequences in plain English — no CRM expertise or technical knowledge required.
Step 4
Go Live: Click activate and your CRM begins updating itself in real time immediately. Your pipeline will be more accurate after the first hour than it has been in months.
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