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