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Quoter + Agile CRM

Quoter + Agile CRM

Quoter’s quoting software integrates seamlessly with Agile CRM

agilecrm.com

CRM

Agile Integration Features

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.

Integrate HubSpot with your Quoter account

Support Documentation
Agile Field Mappings

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