This article defines how data will be pushed from Quoter to Agile CRM. Learn more about integrating with Agile CRM in this article.
When creating a Quote in Quoter, you can search for an existing Agile CRM Contact using our Person Search feature or create a new one automatically.
The following Agile CRM Contact or Company fields are searched when using Person Search:
When creating or editing a new Person in Quoter, the information will be pushed to an Agile CRM Contact and Company. Quoter will try to match Contacts by email address and Account by name. If nothing is found in Agile CRM, a new entry will be created, otherwise Quoter will use the first result found.
When creating a Quote in Quoter, you can search for an existing Agile CRM Contact or create a new one automatically.
When a Quote is created or updated in Quoter, the Agile CRM Deal will be updated with the value of the Quote.
When a Quoter Quote is won or lost, Quoter will update the status of the Agile CRM Deal according to the mapping settings you configure.
*The Default Probability is defined under the Opportunity Settings when adding the Agile CRM Integration. Should this need to be changed, navigate to Settings > Integrations to edit the integration accordingly.