• Socket + Infusionsoft

Socket’s quoting software integrates seamlessly with Infusionsoft

Integration Features

  • When creating a Quote in Socket, you can search for an existing Infusionsoft Contact or create a new one automatically.
  • When a Person is created or edited in Socket, the customer’s contact information will be automatically pushed to your Infusionsoft account under Contact. If a Person with a matching email address already exists in Infusionsoft, changes will not be pushed.
  • When a Quote is created or edited in Socket, selected tags will be pushed as Contact Tags. A copy of the Quote PDF will be added to the Contact’s Files.
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