Use this article as a guide when integrating your account with InsideSales.com.

At any time, you can come back to the Integrations page (Settings > Integrations) to make changes to the integration.

The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.

Integration Overview

  • When a Quote is created, the InsideSales.com Deal will be created and updated with the value of the Quote.
  • When a Quote is updated, a InsideSales.com Deal will be created and updated with the value of the Quote.
  • When a Quoter Quote is won or lost, Quoter will update the status of the InsideSales.com Deal.

Setup Instructions

1. Navigate to Settings > Integrations to select InsideSales.com under CRM:

2. You'll be navigated to the Add Integration dialog that will allow you enter your credentials (URL, Username, Password, and Security Token) and click Save Integration to complete the setup process:

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