Quo + Wise Agent CRM
Update leads/contacts in Wise Agent CRM from completed calls in Quo
Streamline your contact management process with this seamless workflow between Quo and Wise Agent CRM. Whenever you complete an incoming call in Quo, this setup ensures a new lead or contact is promptly added or updated in Wise Agent CRM. Say goodbye to manual data entry and embrace the efficiency brought by this automatic process. This not only saves time but also reduces the chances of missing out on potential opportunities by keeping your CRM always up-to-date.
Streamline your contact management process with this seamless workflow between Quo and Wise Agent CRM. Whenever you complete an incoming call in Quo, this setup ensures a new lead or contact is promptly added or updated in Wise Agent CRM. Say goodbye to manual data entry and embrace the efficiency brought by this automatic process. This not only saves time but also reduces the chances of missing out on potential opportunities by keeping your CRM always up-to-date.
- 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!Add/Update Lead/Contact
Adds or updates a lead.
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