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

Socket now integrates with Agile CRM

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

Quickbooks Integration

Socket now integrates with QuickBooks Online

We’re excited to announce that our quoting software now integrates with QuickBooks Online. This was one of the most-requested integrations we’ve had to date, so we’re really happy to get this into our customers’ hands after a successful beta trial. How … Read More

Integration Update: Post Quotes as one Revision to Zoho

Previously, when a Quote Revision was generated in Socket it would in turn create a new Deal/Quote (depending on your settings) in Zoho. This resulted in needing to manually delete the old Deals/Quotes in Zoho, should you only be working … Read More

New Integration: Braintree

Braintree is the newest Payment Gateway supported by Socket! After receiving lots of feedback from our clients, we are happy to announce that we now allow you to accept payments with Braintree. This rounds out our existing payment gateway offerings … Read More

New Integration: Zoho Quotes Module

We have expanded our relationship with Zoho CRM to utilize the Zoho Quotes module. Zoho is used as a resource by many of our clients, and on behalf of those clients, we wanted to further enhance our connectivity. When a … Read More

Socket quoting software integrated with Salesforce, Highrise, and Zoho CRM.

We’ve been hard at work on our quoting software, currently in private beta. We’ve received a lot of great feedback from our beta testers and are really excited about the results. One of the biggest complaints we received was that … Read More