Compass + Quo
Create new Compass leads from completed Quo calls
Streamline your sales process with this efficient workflow. When a call is completed in Quo, a new lead will be created in Compass. This seamless process ensures you never miss an opportunity to follow up with a potential client, optimizing your time and increasing productivity. Harness the power of automation to enhance your business.
Streamline your sales process with this efficient workflow. When a call is completed in Quo, a new lead will be created in Compass. This seamless process ensures you never miss an opportunity to follow up with a potential client, optimizing your time and increasing productivity. Harness the power of automation to enhance your business.
- When this happens...Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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