Quotewerks to Infusionsoft Opportunity Connector
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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