Socket + Zoho CRM
Socket’s quoting software integrates seamlessly with Zoho CRM
- When creating a Quote in Socket, you can search for an existing Zoho CRM Contact or create a new one automatically.
- When a Quote is created or updated in Socket, the Zoho CRM Opportunity will be updated with the value of the Quote or a Zoho Quote will be created or updated with the line items in the Socket Quote. Socket automatically matches your existing Items by product name or product code, or creates new ones if they do not exist.
- When a Socket Quote is won or lost, Socket will update the status of the Zoho Deal or Quote.