Quo + Salesmate
Create Salesmate contacts from completed Quo calls
Streamline your contact management process with this workflow. Once you've finished a call on Quo, the contact information is instantly transferred to your Salesmate account. This ensures all your customer details are organized and efficiently recorded in your sales pipeline, helping save time and reduce mix-ups. Enjoy a smooth, seamless communication channel with your clients by keeping all information at your fingertips.
Streamline your contact management process with this workflow. Once you've finished a call on Quo, the contact information is instantly transferred to your Salesmate account. This ensures all your customer details are organized and efficiently recorded in your sales pipeline, helping save time and reduce mix-ups. Enjoy a smooth, seamless communication channel with your clients by keeping all information at your fingertips.
- When this happens...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.
- automatically do this!Create Contact
Creates a new Contact, probably with input from previous steps.
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