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Quo + Zoho CRM

Quo + Zoho CRM integrations

Log completed calls in Quo as new module entries in Zoho CRM

Streamline your client communication and management with this workflow. Once enabled, it creates a new entry in your Zoho CRM every time a call on Quo completes. This allows you to keep your client records up-to-date without manual data entry. Ideal for individuals seeking a more efficient and accurate way of logging calling activities.

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 Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Quo and Zoho CRM

Discover other triggers and actions you can use with Quo and Zoho CRM

- Select Phone Numbers
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- Select Phone Numbers
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Instant
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- Select Phone Numbers
  Required
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Instant
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- Phone Numbers
  Required
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Instant
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- Phone Numbers
  Required
Trigger
Instant
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- Select Phone Numbers
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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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
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- Module
  Required
Trigger
Instant
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- Module
  Required
Trigger
Instant
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- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Select Phone Numbers
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Instant
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Deleted Contact
Triggers when a contact is deleted in Quo. Includes the contact as it was before deletion.
Trigger
Instant
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- 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
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- Select Phone Numbers
Trigger
Instant
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Updated Contact
Triggers when an existing contact is changed in Quo.
Trigger
Instant
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- 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 Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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- Module
  Required
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
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 Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Quo + Zoho CRM

Quo + Zoho CRM

Log completed calls in Quo as new module entries in Zoho CRM

More things you can do with Quo and Zoho CRM

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