Socket + Autotask
Socket’s quoting software integrates seamlessly with Autotask
- When creating a Quote in Socket, you can search for an existing Autotask Contact and Opportunity, or create a new one automatically. You can also pull existing Autotask Products or Services into Socket Quotes in real-time.
- When a Quote is created or updated in Socket, the Autotask Opportunity will be updated with the value of the Quote, and an Autotask Quote will be created or updated with the line items in the Socket Quote. Socket automatically matches your existing Products or Services, or creates a new one if they do not exist.
- When a Socket Quote is won or lost, Socket will update the status of the Autotask Opportunity according to the mapping settings you configure.
- Includes LiveLinks and ExecuteCommand capability