We’re excited to announce that Socket now integrates with Agile CRM.
How Socket integrates with Agile CRM
The integration is seamless and simple:
- When a Quote, Inquiry, or Person is created in Socket, the customer’s contact information is automatically added to your Agile CRM account under Contacts. If a Contact with a matching email address already exists in Agile CRM, it will be updated. A Company will also be created to store the Contact’s company name, if necessary.
- When a Quote is created in Socket, a Deal will be added to Agile CRM. If the Quote in Socket has an owner, we will try and find a corresponding user in Agile CRM, and set the Deal owner accordingly.
- Our Person Search feature can search for contacts in Agile CRM when a Quote is created
Our quoting software also integrates with several other popular third-party apps. You can read more about our other supported integrations here.