Quo + ProspectX
Create new ProspectX opportunities from completed Quo calls
Boost your sales process with this proactive workflow. Each time an Incoming Call Completed event occurs in Quo, a new opportunity is seamlessly created in your ProspectX. This not only keeps you aligned with all completed inbound calls but also ensures potential leads are quickly identified, turning call completion into a meaningful step in your business growth. This automation simplifies your sales journey, leaving no room for missed opportunities.
Boost your sales process with this proactive workflow. Each time an Incoming Call Completed event occurs in Quo, a new opportunity is seamlessly created in your ProspectX. This not only keeps you aligned with all completed inbound calls but also ensures potential leads are quickly identified, turning call completion into a meaningful step in your business growth. This automation simplifies your sales journey, leaving no room for missed opportunities.
- 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!New Opportunity
Creates a New Opportunity
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