Connect Kylas CRM and Quo
Integrate Kylas CRM with Quo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Call Recordings from Quo when New Lead Created in Kylas CRM
Call Summary in Quo when New Lead Created in Kylas CRM
Get Call Transcript from Quo when New Lead Created in Kylas CRM
Get Call Voicemail from Quo when New Lead Created in Kylas CRM
Get Message by ID from Quo when New Lead Created in Kylas CRM
Popular Kylas CRM + Quo flows
Start from a real workflow other teams are already running.
Get Call Recordings from Quo when New Lead Created in Kylas CRM
Use this flowCall Summary in Quo when New Lead Created in Kylas CRM
Use this flowGet Call Transcript from Quo when New Lead Created in Kylas CRM
Use this flowGet Call Voicemail from Quo when New Lead Created in Kylas CRM
Use this flowGet Message by ID from Quo when New Lead Created in Kylas CRM
Use this flowAdd or update contact in Quo when New Lead Created in Kylas CRM
Use this flowGet phone numbers from Quo when New Lead Created in Kylas CRM
Use this flowGet call history from Quo when New Lead Created in Kylas CRM
Use this flowList Messages from Quo when New Lead Created in Kylas CRM
Use this flowGet Call Recordings from Quo when New Contact in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Quo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Incoming/Outgoing Call Completed
Triggers when an incoming/outgoing call is completed.
Call Recording Completed
Triggers when a call recording has finished.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contact
Find contact by ID or fields
Search Deal
Find deals by ID or keyword.
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 Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
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 Kylas 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 Kylas 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 Kylas CRM triggers actions in Quo, and a separate workflow where Quo triggers actions in Kylas 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 Kylas CRM and Quo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas 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.
