• Socket + Salesforce

Socket’s quoting software integrates seamlessly with Salesforce

Integration Features

  • 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.
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