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