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Nutshell + Quo

Nutshell + Quo integrations

Create new Nutshell leads from completed Quo calls

Stay on top of your business leads with this efficient workflow. Every time a call is completed on Quo, a new lead is instantly generated in Nutshell. This ensures you never miss capturing vital information for customer relationship management. Save time and boost productivity by streamlining your phone-to-lead process with this seamless integration.

When this happens...
Incoming Call CompletedTriggers when an incoming call is completed, including missed calls. If the call is not picked up, the answeredAt field will be null. If the caller leaves a voicemail, the recording and transcript are included; in rare cases the transcript is still processing when the Zap runs, and Voicemail Status will be "in-progress".
TriggerInstant
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Create LeadCreates a new Lead.
ActionWrite

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More things you can do with Quo and Nutshell

Discover other triggers and actions you can use with Quo and Nutshell

- Select Phone Numbers
  Required
Trigger
Instant
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- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Phone Numbers
  Required
Trigger
Instant
Try It
- Phone Numbers
  Required
Trigger
Instant
Try It

- Select Phone Numbers
Trigger
Instant
Try It
- Select Phone Numbers
Trigger
Instant
Try It

- Task ID
  Required
- User
  Required
Action
Write
- Task ID
  Required
Action
Write
- Conversation ID
  Required
- Title
  Required
- Description
  Required
- Due Date
- Assigned To
Action
Write
- Task ID
  Required
Action
Write
- From
  Required
- To
  Required
- Message
  Required
- Mark conversation as done
Action
Write
- Task ID
  Required
- Conversation ID
  Required
Action
Write
- Call Id
  Required
Action
Search
- Call Id
  Required
Action
Search
- Select Phone Number
  Required
- User Id
- Participants
  Required
- Created After
- Created Before
- Max Results
  Required
- Page Token
Action
Search
- Select Phone Number
  Required
- User Id
- Participants
- Created After
- Created Before
- Max Results
  Required
- Page Token
Action
Search
- User Id
Action
Search
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
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New Activity
Triggers when new Activity is created.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Previous Import
  Required
- CSV File
  Required
Action
Write
- Existing person
  Required
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Find company by
  Required
Action
Search
- Find lead by
  Required
Action
Search
- Find company by
  Required
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Find lead by
  Required
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

- Select Phone Numbers
Trigger
Instant
Try It
Deleted Contact
Triggers when a contact is deleted in Quo. Includes the contact as it was before deletion.
Trigger
Instant
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- User Id
Trigger
Polling
Try It
New Contact
Triggers when a contact is created in Quo.
Trigger
Instant
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- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is changed in Quo.
Trigger
Instant
Try It
- Task ID
  Required
- Due Date
  Required
Action
Write
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write
- Task ID
  Required
- Conversation ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Task ID
  Required
- User
  Required
Action
Write
- Task ID
  Required
- Title
- Description
Action
Write
- Call Id
  Required
Action
Search
- id
  Required
Action
Search
- Select Phone Numbers
- User Id
- Created After
- Created Before
- Exclude Inactive
- Updated After
- Updated Before
- Max Results
- Page Token
Action
Search
- Max Results
- Next Page Cursor
Action
Search
Lead Won
Triggers when a lead is won.
Trigger
Instant
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New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity type
  Required
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- Name
  Required
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write
- Existing lead
  Required
- Outcome
  Required
Action
Write
- Existing company
  Required
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Full address
Action
Write
- Existing lead
  Required
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
- Sources
Action
Write
- Email Address or Phone Number
  Required
Action
Search
- User email
  Required
Action
Search
- Email Address
  Required
- Name
  Required
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Quo

Quo is a next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

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