Google Apps and Microsoft BPOS Consulting from Interlockit.com

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Generating quotes with Google Apps Script and Solve360 Posted: 24 Oct 2013 01:28 PM PDT Norada's Solve360 CRM is a low cost but very fully-featured cloud-based CRM, and while it integrates deeply with Google Apps, it still needs some custom work every now and then to unlock its full potential. Luckily, we can offer it a helping hand by leveraging the Solve360 API and Google Apps Script. To start, we need to establish the conditions that allow Solve360 and Google Apps to talk to each other--we want to automate repetitive things, so an activity template is used in Solve360. We insert it, and kick off the first of two scripts by clicking "Create new quote": Insert an activity template to get started. Now we can use Google Forms to gather the information we need. The first stage of our quote generator. This particular utility has a number of these pages, with various branches of logic. Once the user submits the Google Form, the second script is executed. The second script processes the latest submission, reading it from the spreadsheet in which Google Form submissions are saved, and performs a number of actions on it. In a later blog post, we'll detail exactly how some of the scripts work. Success! The user receives the above email and in one click can view the completed quote, an excerpt of which is below. It's a live Google Document so the user can continue to make changes to the quote. Finally, the Solve360 record for the contact is once more updated. This time we can see that the script has added two follow-ups with different dates, created a direct link back to the above Google Document so it can be reached quickly and easily, and inserted an Opportunity record that allows you to track the progress of the deal as it moves forwards. Here are the final activities that the script adds to the Solve360 record. All this is done in the background, completely transparently to the user, and takes the hard work out of creating quotes, leaving you to focus on the important things--like closing the deal.

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