Integrations connect Quo to the rest of your stack so call data, text data, and contact information flow where you need them. Save hours of manual data entry — and look like a superhero to your customers.
Over the past six months, Quo has shipped three new CRM integrations — Attio, Pipedrive, and Zoho — expanded Zapier, launched official Claude and ChatGPT connectors, and made dozens of integration improvements.
Here’s a look at what’s possible.
Send automated texts, create tasks, and more
Before, you might’ve just used Quo + Zapier to send a follow-up text once a lead filled out a form. Now, automations across a number of new tools can be more specific and helpful:
Popular workflows
- Custom lead follow-up with Clay. Trigger personalized SMS from your Quo number the moment a high-intent lead hits your Clay table. Demo requests, form fills, and appointment confirmations receive a response before a rep gets to their desk.
- Automate service workflows with Jobber. Route real service requests from Sona straight into Jobber. It automatically filters out vendor calls and wrong numbers, so your calendar stays clean.
Build your own workflows with Zapier, Make, or the API
- Share customer context. Send AI call summaries to HubSpot, Slack, or your help desk when a call ends. The next person who touches the account will immediately know what was discussed.
- Smart message triggers. Automatically detect keywords or phrases in customer conversations and use them to trigger workflows. Update your CRM, assign tasks, or flag conversations for follow-up.
- Lightweight reporting. Pipe call and message trends into Google Sheets for the kind of reporting that doesn’t need a BI tool. See volume, response times, or campaign performance at a glance.
You can also create support tickets after missed calls, segment contacts based on call interactions, schedule follow-up tasks from call recordings, and more. See how our sales team uses automation in Quo to talk to more leads.
Bring your conversations into AI
Connect Quo to Claude and ChatGPT to ask questions across your entire conversation history and take action.
Here’s what teams can do now that they couldn’t before:
- Draft and send messages in the same place. Send texts directly from Claude or ChatGPT, so the follow-up message goes out from the same window where you analyzed the conversation.
- See patterns across conversations. Spot common objections, surface recurring questions, or pull together a customer sentiment report for your weekly review — all from simple prompts.
- Catch up in seconds, not hours. Ask Claude or ChatGPT to summarize last week’s customer calls, pull the transcript from yesterday’s discovery call, or surface the action items buried in a 45-minute conversation — without copy-pasting anything.
Every interaction in one place
Three new CRM integrations — Attio, Pipedrive, and Zoho CRM — bring one-way contact and activity syncing to Quo.
HubSpot now supports two-way contact editing: when you update a contact in Quo, the changes automatically sync back to HubSpot.
This means calls, texts, voicemails, recordings, and AI summaries automatically log to the right contact. No more contacts that are current in one system and stale in another. Just a cleaner, more organized tech stack.
Start saving hundreds of hours
Your phone system shouldn’t live apart from the rest of your tools.
Quo’s integrations make sure:
- Workflows keep moving without manual work
- Every conversation flows where your team’s source of truth lives
- Contacts stay in sync across systems
Already a customer? Explore every integration in your workspace settings.
New to Quo? Try it for free for seven days and see how it pulls your whole stack together.
