• Seamless Integration

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

PSA Software Integration

Autotask

Socket integrates seamlessly with Autotask. Autotask Accounts and Contacts are automatically pushed from Socket Person. Also Autotask Opportunity and Quote from Socket Quote. Pull in contacts from Autotask when creating a Quote in Socket using our Person Search feature.

ConnectWise

Socket integrates with ConnectWise CRM. Contacts, Companies, Opportunities, and Forecasts are automatically created in ConnectWise each time a Quote is created in Socket. Pull in contacts from ConnectWise when creating a Quote in Socket using our Person Search feature.

Kaseya BMS

Socket integrates with Kaseya BMS. Contacts, Companies, Opportunities, and Service Quotations are automatically created in Kaseya BMS each time a Quote is created in Socket. Pull in contacts from Kaseya BMS when creating a Quote in Socket using our Person Search feature.

 


CRM Software Integration

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Salesforce.com CRM

Socket integrates with Salesforce.com CRM. Accounts, Contacts, Opportunities, Quotes, and Cases are created automatically each time a Quote is created in Socket. Pull in contacts from Salesforce when creating a Quote in Socket using our Search CRM for People feature.

HubSpot

Socket integrates with HubSpot. Each time a Quote is created in Socket, a Contact is automatically created in HubSpot, along with a Deal. Pull in contacts from HubSpot when creating a Quote in Socket using our Search CRM for People feature.

Agile CRM

Socket integrates with Hubspot. Each time a Quote is created in Socket, a Contact and Company are automatically created in Agile CRM, along with a Deal. Pull in contacts from Agile CRM when creating a Quote in Socket using our Search CRM for People feature.

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.

Highrise CRM

Socket integrates with Highrise CRM. Each time a Quote 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.

Infusionsoft Quoting

Infusionsoft

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

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 is created in Socket.

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

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.

Pipedrive

Socket integrates with Pipedrive. Each time a Quote is created in Socket, a Person is automatically created in Pipedrive, along with a Deal. Pull in contacts from Pipedrive when creating a Quote in Socket using our Search CRM for People feature.

Zapier

Zapier

Socket offers Webhook support to Zapier to allow you to connect to more than 1000+ apps. Some configuration is required. More Information.

Zoho CRM

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

 


Accounting and Invoicing Software Integration

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

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

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

MailChimp

Socket integrates seamlessly with MailChimp. Whenever a Quote is created in Socket, a Subscriber is automatically added to the List of your choice, and tagged with the relevant Interest Group.

Constant Contact

Socket integrates seamlessly with Constant Contact. Whenever a Quote 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.