Markate + Quo
Create new Markate customers from completed Quo transcripts
Link your Quo and Markate apps via this convenient workflow. Once your call transcript is completed in Quo, it prompts the creation of a new customer in your Markate app. This smooth exchange of information not only simplifies your customer onboarding process but also ensures no key insights are ignored from your calls. Keep your focus on the interactions that matter most, let this automation handle the data transfer.
Link your Quo and Markate apps via this convenient workflow. Once your call transcript is completed in Quo, it prompts the creation of a new customer in your Markate app. This smooth exchange of information not only simplifies your customer onboarding process but also ensures no key insights are ignored from your calls. Keep your focus on the interactions that matter most, let this automation handle the data transfer.
- When this happens...Call Transcript Completed
Triggers when a call transcript is completed.
- automatically do this!Create Customer
Create a new customer on Markate
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