Socket + HubSpot CRM
Socket’s quoting software integrates seamlessly with HubSpot CRM
- When creating a Quote in Socket, you can search for an existing HubSpot Contact and Deal or create a new one automatically.
- When a Quote is created or updated in Socket, the HubSpot 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 HubSpot Deal according to the mapping settings you configure.