Quo Integration

With the Quo integration, you will be able to send text messaged from Brokeredge, view your message history with a contact, automatically push new Brokeredge contacts to Quo, and automatically create call record summaries from Quo on the contact page if summaries are enabled in Quo.

To activate the integration, go to My Settings, toggle on Third Party Integrations, toggle on Integrate SMS and select Quo.

You will need to enter your Quo API key.  To get your Quo API Key:

1. Log in to Quo
2. Access API Settings - Navigate to the “API” tab under workspace settings
3. Generate your API Key: Click “Generate API key” and provide a descriptive label. Each key provides full API access.

Paste that API Key back into Brokeredge Settings, we will pull your phone number from there.

Then click Save.