Method CRM + Quo

Track completed outgoing calls in Quo by adding activities in Method CRM

Enhance and streamline your CRM processes with this efficient workflow. When an outgoing call is completed in Quo, it instantly registers as a new activity in your Method CRM, ensuring your records are accurate and up-to-date. This seamless linkup helps you track your customer interactions effectively, offering valuable insights to improve your sales and service strategies.

Enhance and streamline your CRM processes with this efficient workflow. When an outgoing call is completed in Quo, it instantly registers as a new activity in your Method CRM, ensuring your records are accurate and up-to-date. This seamless linkup helps you track your customer interactions effectively, offering valuable insights to improve your sales and service strategies.

  1. When this happens...
    QuoQuo
    Outgoing Call Completed

    Triggers when an outgoing call has ended.

    TriggerInstant
  2. automatically do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite
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Supported triggers and actions

    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
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method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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