Quoter + Keap CRM | Quoter Integrations

Quoter + Keap CRM

Quoter’s quoting software integrates seamlessly with Keap CRM.

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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.

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Support Documentation

Keap Field Mappings

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