• Socket + Base CRM

Socket’s quoting software integrates seamlessly with Base CRM

Integration Features

  • When creating a Quote in Socket, you can search for an existing Base CRM Contact or create a new one automatically.
  • When a Quote is created, the Base CRM Deal will be added to the Quote stage and updated with the value of the Quote.
  • When a Quote is updated, a new Base CRM Deal will be added to the Quote stage and updated with the value of the Quote.
  • When a Socket Quote is won or lost, Socket will update the status of the Base CRM Deal.
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