QuoteWerks and Infusionsoft CRM integration

For use by:

  • Any business that uses QuoteWerks and Infusionsoft CRM.
  • Infusionsoft users that would like to enhance the quoting capability by implementing QuoteWerks.
  • Users that want to improve their productivity working with the two systems seamlessly.
More information? Call us on: 0844 357 7360
or +44 344 357 7360
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Key Benefits

  • Saves your sales support team significant amounts of time manually re-entering or copy/pasting information and correcting the inevitable mistakes that are made, allowing them to focus on more productive tasks.
  • Greater visibility of your sales pipeline.
  • Easy cross-referencing of information between the two systems.
  • An intuitive and user friendly inteface which works seamlessly between the two systems.

Key Features

  • Infusionsoft Contacts can be searched and selected from QuoteWerks.
  • New Contacts can be created in Infusionsoft if created in QuoteWerks.
  • New Opportunity Entries can be created in Infusionsoft.
  • Transfer QuoteWerks Notes into Infusionsoft Opportunities.
  • QuoteWerks Quote Number can be added into Infusionsoft Contact Record notes.
  • QuoteWerks Quote DTF File can be uploaded into Infusionsoft Contact Record when saving.
  • QuoteWerks Quote PDF File can be uploaded into Infusionsoft Contact Record when emailing.
  • Supports QuoteWerks v4.0 build 17 to v5.2 build 8.18 Standard, Professional and Corporate editions.

Online Demos

For an online demo and more information about ConnectIt Software, please either email your request or give us a ring to speak with someone and book a convenient time.

Thank you for your interest in our products and services.


Click here to go to the ConnectIt-QWIS pricing page.


If you already have (or would like to subscribe to) a support contract for your ConnectIt product, please contact us.

If you would like help installing or setting up your ConnectIt software, then please see this page.

For documentation, including step-by-step guides and technical information, please refer to the Resources pages.

Or, to search the ConnectIt Support Knowledgebase, please click here!

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