Quotewerks to Infusionsoft Opportunity Connector – Information Street – Infusionsoft Platinum Certified Partner UK, USA, EU & AUS – CRM, Marketing & eCommerce
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Quotewerks to Infusionsoft Opportunity Connector

$797.00

Description

Now you can connect all the quotes you prepare in QuoteWerks to your Infusionsoft application. Use the power of Infusionsoft follow up sequences with the quoting power of Quotewerks.

  • Infusionsoft Contacts can be searched and selected from QuoteWerks.
  • New Contacts can be created in Infusionsoft if created in QuoteWerks.
  • New Opportunity Entries can be created in Infusionsoft.
  • Transfer QuoteWerks Notes into Infusionsoft Opportunities.
  • QuoteWerks Quote Number can be added into Infusionsoft Contact Record notes.
  • QuoteWerks Quote PDF File can be uploaded into Infusionsoft Contact Record when emailing

 

Take a look at the Quotewerks to Infusionsoft help file to see how it works.

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