Socket + Pipedrive
Socket’s quoting software integrates seamlessly with Pipedrive
- When creating a Quote in Socket, you can search for an existing Pipedrive Contact and Deal, or create new ones automatically.
- When a Quote is created or updated in Socket, the Pipedrive Deal will be updated with the value of the Quote.
- When a Socket Quote is won or lost, Socket will update the status of the Pipedrive Deal Opportunity according to the mapping settings you configure.