CloudLink Ideas Portal

CAT Customer Solutions Quoter API connect to SalesLink

We would like to have the API for CAT Customer Solutions Quoter be linked to SalesLink (Currently it only linked to iMACS). We would like to have the API create an opportunity with the quote attached in SalesLink. Maybe also have the ability to only update 1 system when the quote status changes? Currently reps have to manually create a SalesLink opportunity, manually add the CAT CSQ quote, and then manually update both CAT CSQ and SalesLink when the status changes.

  • Jessica Mayher
  • Mar 1 2021
  • Needs more votes
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