Capsule CRM + Quo

Create or update Quo contacts for new or updated contacts in Capsule CRM

Streamline your CRM and phone system management with this Capsule CRM to Quo workflow. When new or modified contacts are detected in your Capsule CRM, the workflow immediately reflects those changes in Quo. It keeps your contacts in both platforms identical, saving you time and ensuring information consistency. Use this seamless automation to maintain up-to-date contacts and enhance productivity.

Streamline your CRM and phone system management with this Capsule CRM to Quo workflow. When new or modified contacts are detected in your Capsule CRM, the workflow immediately reflects those changes in Quo. It keeps your contacts in both platforms identical, saving you time and ensuring information consistency. Use this seamless automation to maintain up-to-date contacts and enhance productivity.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    QuoQuo
    Create or Update Contact

    Creates a contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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quo logo
quo logo

About Quo

Quo is a phone system that helps businesses build personal customer relationships at scale. Calls, texts, & contacts are in one place to never miss a customer.
Learn more

Related categories

  • Phone & SMS