New Feature: Autotask Opportunity Lookup

We’ve heard from many of our Partners using Autotask with Socket that the Opportunity exists in Autotask prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Autotask for existing opportunities associated … Read More

New Feature: ConnectWise Opportunity Lookup

We’ve heard from many of our Partners using ConnectWise with Socket that the Opportunity exists in ConnectWise prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search ConnectWise for existing opportunities associated … Read More

Integration Update: Post Quotes as one Revision to ConnectWise

Previously, when a Quote Revision was generated in Socket it would in turn create a new Opportunity in ConnectWise. This resulted in needing to manually delete the old Opportunities in ConnectWise, should you only be working with the latest revision. … Read More

New Feature: HubSpot Deal Lookup

We’ve heard from many of our Partners using HubSpot with Socket that the Deal exists in HubSpot prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search HubSpot for existing … Read More

New Feature: Pipedrive Deal Lookup

We’ve heard from many of our Partners using Pipedrive with Socket that the Deal exists in Pipedrive prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Pipedrive for existing … Read More

Socket now integrates with Kaseya BMS

We’re excited to announce that Socket now integrates with Kaseya BMS. How Socket integrates with Kaseya BMS The integration is seamless and simple: When creating Socket Quotes, you can pull products from Kaseya BMS (their API currently has limitations with … Read More

Feature Improvement: Agile CRM Update

We have released an update to our Agile CRM integration that will now give you the ability to map the Socket Quote Statuses to the appropriate Pipeline and Milestone in Agile. To set up the mapping, it is as easy … Read More

Feature Improvement: QuickBooks Integration Updates

We have released an update to our QuickBooks Online Integration that provides improvements and fixes. We have highlighted the key feature improvements below: Person Search When creating quotes, you can now pull in contacts from QuickBooks Online utilizing our Person … Read More

Socket now integrates with Pipedrive

We’re excited to announce that Socket now integrates with Pipedrive. How Socket integrates with Pipedrive The integration is seamless and simple: When a Quote or Person is created in Socket, the customer’s contact information will be automatically added to your … Read More

Socket now integrates with HubSpot

We’re excited to announce that our quoting software now integrates with HubSpot. How Socket integrates with HubSpot The integration is seamless and simple: When a Quote or Person is created in Socket, the customer’s contact information is automatically pushed to your … Read More

Socket now integrates with ConnectWise

We’re excited to announce that our quoting software now integrates with ConnectWise. It is a Premium Integration available on our Station plan and above. How Socket integrates with ConnectWise The integration is seamless and simple: When a Quote or Person is created … Read More

Socket now integrates with Autotask

We’re excited to announce that our quoting software now integrates with Autotask. It will be available as a Premium Integration available on our Station plan and above. How Socket integrates with Autotask The integration is seamless and simple: When a Quote … Read More