• Socket + OnePage CRM

Socket’s quoting software integrates seamlessly with OnePage CRM

Integration Features

  • When creating a Quote in Socket, you can search for an existing Socket contact using our person search feature or create a new one automatically that will be pushed to OnePage CRM as a Contact.
  • When a Quote is created, a Deal will be added to the Deal List with the value of the Quote.
  • When a Quote is updated, a new Deal 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 Deal.
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