Socket Update: Navigation Changes

Previously, when needing to manage your Items and Templates (formerly Quote Templates), you needed to first navigate to the Quotes tab before you could make the appropriate selection from the sub-navigation menu. These extra mouse-clicks equated to spending too much … Read More

New Feature: Autotask Opportunity Lookup

We’ve heard from many of our Partners using Autotask with Socket that the Opportunity exists in Autotask prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Autotask for existing opportunities associated … Read More

New Feature: ConnectWise Opportunity Lookup

We’ve heard from many of our Partners using ConnectWise with Socket that the Opportunity exists in ConnectWise prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search ConnectWise for existing opportunities associated … Read More

Integration Update: Post Quotes as one Revision to ConnectWise

Previously, when a Quote Revision was generated in Socket it would in turn create a new Opportunity in ConnectWise. This resulted in needing to manually delete the old Opportunities in ConnectWise, should you only be working with the latest revision. … Read More

New Feature: HubSpot Deal Lookup

We’ve heard from many of our Partners using HubSpot with Socket that the Deal exists in HubSpot prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search HubSpot for existing … Read More

New Feature: Pipedrive Deal Lookup

We’ve heard from many of our Partners using Pipedrive with Socket that the Deal exists in Pipedrive prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Pipedrive for existing … Read More

Feature Improvement: Zapier Webhook Support Update

For those using our Zapier Webhook, we’re happy to announce that an update has been released so that Line Item Data includes both Item Option and Custom Field data. Simply select Data Line Items from the dropdown menu when setting up … Read More

New Feature: Shipping Address on Quote Create

One of our most popular feature requests was to improve workflow around a Person’s shipping address. Previously, you could only work with this information during Person add or edit, or when a customer completed Quote checkout. In addition, you couldn’t … Read More

New Feature: Salesforce Opportunity Lookup

We’ve heard from many of our Partners using Salesforce with Socket that the Opportunity exists in Salesforce prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Salesforce for existing opportunities … Read More