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