ACT Essentials integrate to Quotewerks

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Cindy Kennedy

• 13. Juli 2017 19:24

Does anyone use ACT Essentials and Quotewerks? Are you able to integrate the two programs to save quotes from Quotewerks into ACT and/or export the customer data to create a quote in Quotewerks?

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  Act! Team

  • 14. Juli 2017 14:06

  Hi Cindy,

  Unfortunately we do not provide any direct integration between Quotewerks and Act! Essentials. 

  In regards to exporting your data - You can follow the below article to export to Excel.

  https://actcloud1.zendesk.com/hc/en-us/articles/201534989-How-do-I-Export-my-contacts-

  Dan

  Act! Essentials Team

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