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Managing Connected Tools/Integrations

Last Update hace 2 días

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📱 QUO Integration

Vaasu Guduguntla

Last Update hace 22 días

With the QUO integration, you can communicate with clients without leaving your workspace. Whether you're inside a contact or managing a project, your conversations stay organized and accessible in one place.

🔗 Connecting Your QUO Account

To connect QUO:

  1. Go to Business Settings
  2. Open the Connected Tools tab
  3. Find QUO
  4. Paste in your QUO API Key
  5. Save your connection

Once connected, texting capabilities will become available throughout TalleFlow.

💬Sending Text Messages

You can send SMS messages from two places:

Contacts Dashboard

Open any contact and go to the Communications tab.

Project Dashboard

Open a project and navigate to the Communications tab.

From there, you can:

  • Choose which QUO number to text from
  • Send SMS messages directly to your client
  • View previous message history
  • Continue ongoing conversations without switching platforms

📖 Message History

TalleFlow automatically displays your conversation history connected to that contact or project, making it easy to keep track of communication and avoid losing context.

This is especially helpful when multiple team members are involved or when revisiting older conversations.

✅ Best Practices

  • Use dedicated numbers for different teams or workflows when possible
  • Keep client communication tied to projects for easier tracking
  • Double check the selected sending number before texting

QUO inside TalleFlow keeps communication centralized so your team can spend less time switching apps and more time actually getting work done.

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