Connect Quo and Close
Integrate Quo with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Close when Incoming/Outgoing Call Completed in Quo
Update Contact in Close when Incoming/Outgoing Call Completed in Quo
Create Task in Close when Incoming/Outgoing Call Completed in Quo
Create Bulk Email in Close when Incoming/Outgoing Call Completed in Quo
Delete Email in Close when Incoming/Outgoing Call Completed in Quo
Popular Quo + Close flows
Start from a real workflow other teams are already running.
Choose a trigger
Quo
When this happens...
Incoming/Outgoing Call Completed
Call Recording Completed
Call Summary Completed
Call Transcript Completed
Receive Incoming Message
Outgoing Message Delivered
Choose an action
Close
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Create Contact in Close when Incoming/Outgoing Call Completed in Quo
Use this flowUpdate Contact in Close when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Task in Close when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Bulk Email in Close when Incoming/Outgoing Call Completed in Quo
Use this flowDelete Email in Close when Incoming/Outgoing Call Completed in Quo
Use this flowUpdate Call in Close when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Note in Close when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Call in Close when Incoming/Outgoing Call Completed in Quo
Use this flowList Contacts in Close when Incoming/Outgoing Call Completed in Quo
Use this flowList Lead Status from Close when Incoming/Outgoing Call Completed in Quo
Use this flowSupported Triggers & Actions
Everything you can automate between Quo and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
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).
Receive Incoming Message
Runs when you receive a message on your Quo phone.
Outgoing Message Delivered
Triggered when a message sent from a selected phone number is successfully delivered to the recipient.
Do thisActions
Action is the task that follows automatically within your Quo integrations.
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.
Call Summary
Retrieve a brief summary and status of a call using its Call ID.
Get Call Transcript
Retrieve the transcript (text and timestamps) for a specified call using its Call ID.
Get Call Voicemail
Retrieve the voicemail recording and details for a specific call using its Call ID.
Send SMS
Send a text message from a Quo phone number to one or more recipients. Optionally mark the conversation as Done.
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 Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more
About Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Quo and Close 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 Quo and Close 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 Close. No coding required.
Yes. You can set up a workflow where Quo triggers actions in Close, and a separate workflow where Close triggers actions in Quo. 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 Quo and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Quo and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
