Socket seamlessly integrates with other popular web apps, so your data can be automatically funnelled into the appropriate channels. Our focus is on providing exceptional quoting software. Instead of trying to build everything ourselves, we have integrated with other useful services to facilitate a suite of best in class solutions.
Socket even lets you integrate with multiple web apps simultaneously, by allowing you to add what we call Connectors. For example, you can have one Connector for Highrise CRM, and another for MailChimp. Each time a Quote or Inquiry is created in Socket, the data gets automatically pushed to each Connector.
Socket integrates with Salesforce.com CRM. Accounts, Contacts, Opportunities, Quotes, and Cases are created automatically each time a Quote or Inquiry is created in Socket.
Socket integrates with Highrise CRM. Each time a Quote or Inquiry is created in Socket, a Contact is automatically created in Highrise, along with a Deal or Note containing the relevant information.
Socket integrates with Zoho CRM. Accounts, Contacts, Potentials, and Cases are automatically created each time a Quote or Inquiry is created in Socket.
Socket integrates with Infusionsoft CRM. People and Opportunities are automatically created and tagged in Infusionsoft each time a Quote or Inquiry is created in Socket.
Socket integrates with InsideSales.com’s Hosted CRM. Accounts, Contacts, Deals, and Cases are automatically created in InsideSales.com each time a Quote or Inquiry is created in Socket.
Socket integrates with Xero Accounting Software. Customers, Invoices, and Payments are automatically created in Xero each time a Quote is marked as ordered in Socket. More information
Socket integrates with FreshBooks Invoicing and Billing Software. People, Estimates, Invoices, and Payments are automatically created in FreshBooks each time a Quote or Order is created in Socket.
Socket integrates seamlessly with MailChimp. Whenever a Quote or Inquiry is created in Socket, a Subscriber is automatically added to the List of your choice, and tagged with the relevant Interest Group.
Socket integrates seamlessly with Constant Contact. Whenever a Quote or Inquiry is created in Socket, a Contact is automatically added to your default List, and optionally, a List matching the name of the Quote Form.
Socket lets you create Custom Connectors to have data automatically posted to your own server to handle accordingly. You can choose to have Inquiries, People, Quotes, and Transactions automatically sent to the URL of your choice whenever they’re created or updated in Socket. This allows you to perform your own custom integrations, provide automated order fulfillment, or custom reporting. Contact us to explore the possibility of having data integrated with your existing systems.
If you’d like to have us integrate Socket with a web app not listed here, please contact us.Next: Easy-to-use Interface