This article defines how data will be pushed from Quoter to Base CRM. Learn more about integrating with Base CRM in this article.
When creating a Quote in Quoter, you can search for an existing Base CRM Contact using our Person Search feature or create a new one automatically.
The following Base Contact or Company fields are searched when using Person Search:
- First Name
- Last Name
- Email Address
When creating or editing a new Person in Quoter, the information will be pushed to a Base CRM Contact and Company. Quoter will try to match Contacts by email address and Account by name. If nothing is found in Base CRM, a new entry will be created, otherwise Quoter will use the first result found.
When a Quote is created, the Base CRM Deal will be added to the Quote Deal stage and updated with the value of the Quote.
When a Quote is updated, a new Base CRM Deal will be added to the Quote Deal stage and updated with the value of the Quote.
When a Quoter Quote is won or lost, Quoter will update the status of the Base CRM Deal.