Connect telecrm and Quo to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Lead Is Updated

Lead Is Updated

Runs when lead is updated

New Lead Is Created

New Lead Is Created

Runs when new lead is created

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).

Do thisActions

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

Create a Lead

Create a Lead

Create or update a lead

Update Lead Details

Update Lead Details

Update lead information

Search Leads

Search Leads

Find leads by name or email

Get Call Recordings

Get Call Recordings

Retrieve audio recordings for a specific call using its Call ID.

Get Call Details

Get Call Details

Fetches detailed information for a specific call using its Call ID.

Call Summary

Call Summary

Retrieve a brief summary and status of a call using its Call ID.

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Frequently Asked Questions

How do I start an integration between telecrm and Quo?

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

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

Absolutely. You can customize how telecrm 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 telecrm and Quo?

The data sync between telecrm 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 telecrm 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 telecrm and Quo?

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