Socket + Highrise CRM
Socket’s quoting software integrates seamlessly with Highrise CRM
- When creating a Quote in Socket, you can search for an existing Highrise Contact or create a new one automatically.
- When a Quote is created, the Highrise Deal will be added to the Highrise Contact with the value of the Quote (requires Create Deals setting to be enabled)
- If Create Deals setting is not enabled, a Note with an overview of the Quote (Name, Template Name, Total upfront amount, Total recurring amount, Status, and link to Quote PDF) will be added to the Contact.
- When a Quote is updated, the existing Highrise Deal will be updated with the value of the Quote.
- If Create Deals is not enabled, a Note with an overview of the Revised Quote will be added to the Contact.
- When a Socket Quote is won or lost, and Create Deals is enabled, Socket will update the status of the Highrise Deal.