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.