Top 6 CRM integrations to use with Quoter

Right where the sale takes place, Quoter can look up contact information to quickly populate a quote, then push the quote details into your CRM depending on status, or when it's updated.

Integration Update: Kaseya BMS Improvements

With our Kaseya BMS integration, we now support mapping of quoter categories to Kaseya service quotation fixed labor item types.

Quoter now integrates with Dicker Data

We’re excited to announce that Quoter now integrates with Dicker Data. How Quoter integrates with Dicker Data When creating a Quote in Quoter, you can search Dicker Data for product pricing...

Integration Update: QuickBooks Online Improvements

We have released the following improvements to our QuickBooks Online Integration: With our Quickbooks Online integration, we now allow you to map the Quoter Item Categories to QBO Revenue Categories ...

Quoter now integrates with Synnex

We’re excited to announce that Quoter now integrates with Synnex for real-time product pricing and availability. How Quoter integrates with Synnex The integration is seamless and simple: When creating a quote you...

Quoter now integrates with D&H

We’re excited to announce that Quoter now integrates with D&H. How Quoter integrates with D&H The integration is seamless and simple: When creating a quote you can search D&H for product pricing...

Quoter now integrates with Tech Data

We’re excited to announce that Quoter now integrates with Tech Data. How Quoter integrates with Tech Data The integration is seamless and simple: When creating a quote you can search Tech Data...

Quoter now integrates with Ingram Micro

We’re excited to announce that Quoter now integrates with Ingram Micro for real-time product pricing and availability. How Quoter integrates with Ingram Micro The integration is seamless and simple: When creating a...

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...

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...

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...

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...