Socket + Infusionsoft
Socket’s quoting software integrates seamlessly with Infusionsoft
- 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.