This article defines how data will be pushed from Quoter to InsideSales.com. Learn more about integrating with InsideSales.com in this article.

Module Mapping

Person

When creating or editing a new Person in Quoter, the information will be pushed to a InsideSales.com Contact and Account. Quoter will try to match Contacts by email address and Account by name. If nothing is found in InsideSales.com, a new entry will be created, otherwise Quoter will use the first result found.

Quote

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.

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