Socket + Nutshell CRM
Socket’s quoting software integrates seamlessly with Nutshell CRM
- When creating a Quote in Socket, you can search for an existing Nutshell CRM Contact or create a new one automatically.
- When a Quote is created, a Nutshell Lead will be added with the value of the Quote.
- When a Quote is updated, a new Nutshell Lead will be added and updated with the value of the Quote.
- When a Socket Quote is won or lost, Socket will update the status of the Nutshell Lead.