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Quo + Salesforce

Quo + Salesforce integrations

Create Salesforce records from completed Quo calls

Boost your efficiency with this streamlined automation between Quo and Salesforce. Whenever a call is completed in Quo, a new record will be created within Salesforce. Simplifying record-keeping and improving your customer relationship management, this workflow eliminates manual data entry and ensures all conversations are documented and easily accessible within your Salesforce account.

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
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Quo and Salesforce

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

- Select Phone Numbers
  Required
Trigger
Instant
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- Select Phone Numbers
  Required
Trigger
Instant
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- Select Phone Numbers
  Required
Trigger
Instant
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- Phone Numbers
  Required
Trigger
Instant
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- Phone Numbers
  Required
Trigger
Instant
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- Select Phone Numbers
Trigger
Instant
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- Select Phone Numbers
Trigger
Instant
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- 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
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
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
Try It
- User Id
Trigger
Polling
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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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

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Quo + Salesforce

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Create Salesforce records from completed Quo calls

More things you can do with Quo and Salesforce

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