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Quoter + Keap CRM

Quoter + Keap

Quoter’s quoting software integrates seamlessly with Keap CRM.

CRM

Keap Integration Features

When creating a quote in Quoter, you can search for an existing Keap contact or create a new one automatically.

When a Person is created or edited in Quoter, the customer’s contact information will be automatically pushed to your Keap account under contact.

If a person with a matching email address already exists in Keap, changes will not be pushed.

When a quote is created or edited in Quoter, selected tags will be pushed as contact tags.

A copy of the Quote PDF will be added to the contact’s files.

Integrate Keap with your Quoter account

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