Quo + Salesforce

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.

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.

  1. When this happens...
    QuoQuo
    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.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    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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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
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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