Connect Salesmate and Quo to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

Quo

Automatically do this!

Ready to use Salesmate and Quo automations

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).

Receive Incoming Message

Receive Incoming Message

Runs when you receive a message on your Quo phone.

Outgoing Message Delivered

Outgoing Message Delivered

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

Request a new Trigger for Salesmate

Do thisActions

Action is the task that follows automatically within your Salesmate integrations.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Search User

Find an User based on different fields.

Create Contact

Create Contact

Creates a new Contact, probably with input from previous steps.

Create Deal

Create Deal

Creates a new Deal

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Frequently Asked Questions

How do I start an integration between Salesmate and Quo?

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

Can we customize how data from Salesmate is recorded in Quo?

Absolutely. You can customize how Salesmate 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 Salesmate and Quo?

The data sync between Salesmate 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 Salesmate 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 Salesmate and Quo?

Yes, you can set conditional logic to control the flow of data between Salesmate 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.

Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

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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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