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Salesforce

Salesforce

Salesforce is a customer relationship management platform. Integrating it with Quin allows you to seamlessly import your Salesforce contacts and their relevant information or notes.

How it works:

Quin and Salesforce work together to:

  • Instantly look up and import contacts from your Salesforce database
  • Easily sync contact information between both platforms
  • Save time on manual data entry and maintain consistent records

How to connect:

  1. Go to Account Settings
  2. Navigate to the "Integrations" tab
  3. Click "Add Integrations"
  4. Select Salesforce from the list
  5. Follow the authentication prompts to connect your account

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Once you’ve connected your Salesforce CRM, you can search for someone and easily import them into Quin.

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If you need further assistance, our support team is here to help. Please email us at help@heyquin.io for immediate support.

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