Navigation:  How Do I?... > How do I integrate with my contact manager?

QuoteWerks integrates with the following contact management sources:

•        ACT!

•        GoldMine

•        KnowTia

•        Maximizer

•        MS CRM

•        Outlook

•        QuickBooks

•        Salesforce.com

•        SalesLogix

•        TeleMagic

•        QuoteWerks's built-in contact database

 

To choose the contact manager that you will be using with QuoteWerks, select the Contacts|Setup Contact Manager menu.

Once you have specified the contact manager that you would like to use with QuoteWerks, click on the Sold To / Ship To tab of the quote WorkBook, and click on the [card] button. This will pull in the contact information from the contact that is currently displayed in your contact manager.  For the complete details on how QuoteWerks integrates with these contact managers, please refer to the Contact Management Integration chapter in the QuoteWerks User manual.

 

Salesforce.com special setup notes

The salesforce.com integration has a unique feature that enables the salesforce.com user to click on a hyperlink located on a salesforce.com window such as an opportunities window which will start QuoteWerks and copy all the account and opportunity information into a new quote to automate the creation of a new quote using the details from the salesforce.com window.  The special “Link URL” that you need to use when setting up this hyperlink is below. The Web Connector must be installed and running to enable the salesforce.com user to click on a hyperlink located in a salesforce.com.

 

Link URL (for Opportunities tab):

http://localhost:1002/newquote?source=salesforce.com&context=opportunity&SoldToCMOpportunityRecID={!Opportunity_ID}&DocName={!Opportunity_Name}&SoldToCMAccountNo={!Account_ID}&SoldToCompany={!Account_Name}&SoldToAddress={!Account_BillingStreet}&SoldToCity={!Account_BillingCity}&SoldToState={!Account_BillingState}&SoldToPostalCode={!Account_BillingPostalCode}&SoldToCountry={!Account_BillingCountry}&ShipToCompany={!Account_Name}&ShipToAddress={!Account_ShippingStreet}&ShipToCity={!Account_ShippingCity}&ShipToState={!Account_ShippingState}&ShipToPostalCode={!Account_ShippingPostalCode}&ShipToCountry={!Account_ShippingCountry}&SoldToPhone={!Account_Phone}&SoldToFax={!Account_Fax}

 

Note, you can see that the word “newquote” is bolded in the url string. If you would like to create a new order rather than a new quote, then change that word to “neworder”.  The same can be done for “newinvoice”.

 

Link URL (for Contacts tab):

http://localhost:1002/neworder?source=salesforce.com&context=contact&DocName={!Account_Name} &SoldToCMAccountNo={!Account_ID}&SoldToContact={!Contact_FullName}&SoldToTitle={!Contact_Title}&SoldToPhone={!Contact_Phone}&SoldToFax={!Contact_Fax}&SoldToEmail={!Contact_Email}&SoldToCompany={!Account_Name}&SoldToAddress={!Contact_MailingStreet}&SoldToCity={!Contact_MailingCity}&SoldToState={!Contact_MailingState}&SoldToPostalCode={!Contact_MailingPostalCode}&SoldToCountry={!Contact_MailingCountry}&ShipToCompany={!Account_Name}&ShipToContact={!Contact_FullName}&ShipToTitle={!Contact_Title}&ShipToAddress={!Contact_MailingStreet}&ShipToCity={!Contact_MailingCity}&ShipToState={!Contact_MailingState}&ShipToPostalCode={!Contact_MailingPostalCode}&ShipToCountry={!Contact_MailingCountry}

 

 

Link URL (for Accounts tab):

http://localhost:1002/newinvoice?source=salesforce.com&context=account&DocName={!Account_Name}&SoldToCMAccountNo={!Account_ID}&SoldToCompany={!Account_Name}&SoldToAddress={!Account_BillingStreet}&SoldToCity={!Account_BillingCity}&SoldToState={!Account_BillingState}&SoldToPostalCode={!Account_BillingPostalCode}&SoldToCountry={!Account_BillingCountry}&ShipToCompany={!Account_Name}&ShipToAddress={!Account_ShippingStreet}&ShipToCity={!Account_ShippingCity}&ShipToState={!Account_ShippingState}&ShipToPostalCode={!Account_ShippingPostalCode}&ShipToCountry={!Account_ShippingCountry}&SoldToPhone={!Account_Phone}&SoldToFax={!Account_Fax}

 

The hyperlink is listed here in the help file so that you can easily copy the hyperlink text from this help file in order to paste it into the salesforce.com setup window.  The complete setup details are in the QuoteWerks User manual.