Connect Entera CRM and Quo to Build Intelligent Automations

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Entera CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Incoming/Outgoing Call Completed

Incoming/Outgoing Call Completed

Triggers when an incoming/outgoing call is completed.

Call Recording Completed

Call Recording Completed

Triggers when a call recording has finished.

Call Summary Completed

Call Summary Completed

Triggered when a call summary is completed for the selected phone number(s).

Call Transcript Completed

Call Transcript Completed

Triggered when a call transcript is finished and available for the selected phone number(s).

Outgoing Message Delivered

Outgoing Message Delivered

Triggered when a message sent from a selected phone number is successfully delivered to the recipient.

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Do thisActions

Action is the task that follows automatically within your Entera CRM integrations.

Add New Contact

Add New Contact

Creates a new contact in Entera CRM.

Create Organization

Create Organization

creation of new organizations within the system.

Create Lead

Create Lead

This endpoint allows you to add a new lead to the system.

Create Deal

Create Deal

This endpoint allows you to add a new contact to the system.

Get Call Recordings

Get Call Recordings

Retrieve audio recordings for a specific call using its Call ID.

Get Call Details

Get Call Details

Fetches detailed information for a specific call using its Call ID.

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Frequently Asked Questions

How do I start an integration between Entera CRM and Quo?

To start, connect both your Entera CRM and Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Quo (or vice versa).

Can we customize how data from Entera CRM is recorded in Quo?

Absolutely. You can customize how Entera CRM data is recorded in Quo. This includes choosing which data fields go into which fields of Quo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Entera CRM and Quo?

The data sync between Entera CRM and Quo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Entera CRM to Quo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Entera CRM and Quo?

Yes, you can set conditional logic to control the flow of data between Entera CRM and Quo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Entera CRM

About Entera CRM

Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.

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Quo

About Quo

QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

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