Quo + Salesforce

Send a message in Quo for every new record in Salesforce

Manage your communication efficiently with this workflow. Whenever a new record appears in Salesforce, a message is promptly sent through Quo. This automation takes care of notifying the relevant stakeholders, saving you the time and effort it would take to monitor and update them manually. It ensures prompt responses, enhancing the efficiency of your workflow and maximizing your productivity.

Manage your communication efficiently with this workflow. Whenever a new record appears in Salesforce, a message is promptly sent through Quo. This automation takes care of notifying the relevant stakeholders, saving you the time and effort it would take to monitor and update them manually. It ensures prompt responses, enhancing the efficiency of your workflow and maximizing your productivity.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    QuoQuo
    Send a Message

    Sends a new message via OpenPhone.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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