Connect Quo and Microsoft Dynamics CRM
Integrate Quo with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when Incoming/Outgoing Call Completed in Quo
Create Contact in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Create Opportunity in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Create Lead in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Create Case/Incident in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Popular Quo + Microsoft Dynamics CRM 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
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Contact in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Lead in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Order in Microsoft-dynamics-crm when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Account in Microsoft Dynamics CRM when Call Recording Completed in Quo
Use this flowCreate Contact in Microsoft-dynamics-crm when Call Recording Completed in Quo
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Call Recording Completed in Quo
Use this flowCreate Lead in Microsoft-dynamics-crm when Call Recording Completed in Quo
Use this flowSupported Triggers & Actions
Everything you can automate between Quo and Microsoft Dynamics CRM.
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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Learn how to automate Quo and Microsoft Dynamics CRM workflows.
Learn how to automate Quo and Microsoft Dynamics CRM workflows.
Learn how to automate Quo and Microsoft Dynamics CRM workflows.
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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 Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Quo and Microsoft Dynamics CRM 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 Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Quo triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Quo and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
