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