ACT Essentials integrate to Quotewerks
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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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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