• Socket + Nutshell CRM

Socket’s quoting software integrates seamlessly with Nutshell CRM

Integration Features

  • 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.
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