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 Pipedrive account under Contact and Organization. If a Contact with a matching email address already exists in Pipedrive, it will be updated. However, Socket will not overwrite existing Organization information.
- When a Quote is created in Socket, a Deal will be created in Pipedrive and a PDF version of the Quote will be attached to the Deal.
- Our Person Search feature can search for contacts in Pipedrive when a Quote is created
Our quoting software also integrates with several other popular third-party apps. You can read more about our other supported integrations here.