We’re excited to announce that Socket now integrates with Synnex for real-time product pricing and availability. How Socket integrates with Synnex The integration is seamless and simple: When creating a Quote in Socket, you can search Synnex for product pricing … Read More
integrations
Socket now integrates with D&H
We’re excited to announce that Socket now integrates with D&H How Socket integrates with D&H The integration is seamless and simple: When creating a Quote in Socket, you can search D&H for product pricing availability by MPN (Manufacturer Part Number). … Read More
Socket now integrates with Tech Data
We’re excited to announce that Socket now integrates with Tech Data How Socket integrates with Tech Data The integration is seamless and simple: When creating a Quote in Socket, you can search Tech Data for product pricing availability by MPN … Read More
Socket now integrates with Ingram Micro
We’re excited to announce that Socket now integrates with Ingram Micro for real-time product pricing and availability. How Socket integrates with Ingram Micro The integration is seamless and simple: When creating a Quote in Socket, you can search Ingram Micro … Read More
New Feature: Autotask Opportunity Lookup
We’ve heard from many of our Partners using Autotask with Socket that the Opportunity exists in Autotask prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Autotask for existing opportunities associated … Read More
New Feature: ConnectWise Opportunity Lookup
We’ve heard from many of our Partners using ConnectWise with Socket that the Opportunity exists in ConnectWise prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search ConnectWise for existing opportunities associated … Read More
Integration Update: Post Quotes as one Revision to ConnectWise
Previously, when a Quote Revision was generated in Socket it would in turn create a new Opportunity in ConnectWise. This resulted in needing to manually delete the old Opportunities in ConnectWise, should you only be working with the latest revision. … Read More
New Feature: HubSpot Deal Lookup
We’ve heard from many of our Partners using HubSpot with Socket that the Deal exists in HubSpot prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search HubSpot for existing … Read More
New Feature: Pipedrive Deal Lookup
We’ve heard from many of our Partners using Pipedrive with Socket that the Deal exists in Pipedrive prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Pipedrive for existing … Read More
Socket now integrates with Kaseya BMS
We’re excited to announce that Socket now integrates with Kaseya BMS. How Socket integrates with Kaseya BMS The integration is seamless and simple: When creating Socket Quotes, you can pull products from Kaseya BMS (their API currently has limitations with … Read More
Feature Improvement: Agile CRM Update
We have released an update to our Agile CRM integration that will now give you the ability to map the Socket Quote Statuses to the appropriate Pipeline and Milestone in Agile. To set up the mapping, it is as easy … Read More
Feature Improvement: QuickBooks Integration Updates
We have released an update to our QuickBooks Online Integration that provides improvements and fixes. We have highlighted the key feature improvements below: Person Search When creating quotes, you can now pull in contacts from QuickBooks Online utilizing our Person … Read More