• Seamless Integration

Socket seamlessly integrates with other popular web apps, so your data can be automatically funnelled into the appropriate channels.

CRM Software Integration

Salesforce Quoting System

Salesforce.com CRM

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. Pull in contacts from Salesforce when creating a Quote in Socket using our Search CRM for People feature.

Highrise Quoting

Highrise CRM

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. Pull in contacts from Highrise when creating a Quote in Socket using our Search CRM for People feature.

Zoho Quoting

Zoho CRM

Socket integrates with Zoho CRM. Accounts, Contacts, Potentials, and Cases are automatically created each time a Quote or Inquiry is created in Socket. Pull in contacts from Zoho when creating a Quote in Socket using our Search CRM for People feature.

Infusionsoft Quoting

Infusionsoft

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. Pull in contacts from Infusionsoft when creating a Quote in Socket using our Search CRM for People feature.

InsideSales.com Quoting

InsideSales.com

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.

Base CRM Quoting

Base CRM

Socket integrates with Base CRM. Contacts and Deals are automatically created in Base each time a Quote is created in Socket. Pull in contacts from Base when creating a Quote in Socket using our Search CRM for People feature.

Nutshell CRM Quoting

Nutshell CRM

Socket integrates with Nutshell CRM. Accounts, Contacts and Leads are automatically created in Nutshell each time a Quote is created in Socket, with a PDF version added to the Attached Files. Pull in contacts from Nutshell when creating a Quote in Socket using our Search CRM for People feature.

OnePage CRM

OnePage CRM

Socket integrates with OnePage CRM. Accounts, Contacts, Leads, and Deals are automatically created in OnePage each time a Quote is created in Socket, with a PDF version added to the Note.

Zapier

Zapier

Socket offers Webhook support to Zapier to allow you to connect to 750+ apps. Some configuration is required. More Information.


Accounting and Invoicing Software Integration

QuickBooks Online

QuickBooks Online

Socket integrates with QuickBooks Online. Estimates are automatically created in QuickBooks each time a Quote is created in Socket. Invoices are created when a Quote is marked as ordered in Socket. A Transaction will be applied to the corresponding Invoice when a Payment is received in Socket.

Xero Quoting

Xero

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.

FreshBooks Quoting

FreshBooks

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.

 


E-mail Marketing Software Integration

Quoting software with MailChimp integration

MailChimp

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.

Quoting software with Constant Contact integration

Constant Contact

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.


Payment Gateway Integration

If you’d like us to integrate with a payment gateway not included in this list, please contact us.