Connect Espo CRM and Quo
Integrate Espo CRM with Quo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Quo flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Quo
Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
Get Call Recordings from Quo when New Lead in Espo CRM
Use this flowGet Call Details from Quo when New Lead in Espo CRM
Use this flowCall Summary in Quo when New Lead in Espo CRM
Use this flowGet Call Transcript from Quo when New Lead in Espo CRM
Use this flowGet Call Voicemail from Quo when New Lead in Espo CRM
Use this flowSend SMS via Quo when New Lead in Espo CRM
Use this flowGet Message by ID from Quo when New Lead in Espo CRM
Use this flowAdd or update contact in Quo when New Lead in Espo CRM
Use this flowGet phone numbers from Quo when New Lead in Espo CRM
Use this flowGet call history from Quo when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Quo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Incoming/Outgoing Call Completed
Triggers when an incoming/outgoing call is completed.
Call Recording Completed
Triggers when a call recording has finished.
Call Summary Completed
Triggered when a call summary is completed for the selected phone number(s).
Call Transcript Completed
Triggered when a call transcript is finished and available for the selected phone number(s).
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Get Call Recordings
Retrieve audio recordings for a specific call using its Call ID.
Get Call Details
Fetches detailed information for a specific call using its Call ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
About Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Quo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Quo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Quo. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Quo, and a separate workflow where Quo triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Quo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Quo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
