Socket + Agile CRM
Socket’s quoting software integrates seamlessly with Agile CRM
- When creating a Quote in Socket, you can search for an existing Agile CRM Contact or create a new one automatically.
- When a Quote is created or updated in Socket, the Agile CRM Deal will be updated with the value of the Quote.
- When a Socket Quote is won or lost, Socket will update the status of the Agile CRM Deal according to the mapping settings you configure.