Close + Quo

Send messages in Quo for new leads in Close

Effortlessly keep track of new leads from Close and promptly follow up with them using this handy workflow. Once set up, every time a new lead is created in Close, a message will be sent to them via Quo. This integration helps you maintain consistent communication with your prospects, ensuring no potential lead is missed in the process.

Effortlessly keep track of new leads from Close and promptly follow up with them using this handy workflow. Once set up, every time a new lead is created in Close, a message will be sent to them via Quo. This integration helps you maintain consistent communication with your prospects, ensuring no potential lead is missed in the process.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    QuoQuo
    Send a Message

    Sends a new message via OpenPhone.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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