We’re pleased to announce that Socket now integrates with OnePage CRM.
How Socket integrates with OnePage CRM
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 OnePage account under Contacts. If a Person with a matching email address already exists in OnePage, it will be updated.
- When a Quote is created in Socket, a Deal will be created in OnePage and a link to the PDF version of the Quote will be added to the Note.
Our quoting software also integrates with several other popular third-party apps. You can read more about our other supported integrations here.