New to Quin?
Manage contacts
Strengthen relationships
Chat with Quin
Integrations
Your account
Tips and tricks
Product updates
FAQs
Categories
Back to Help
Help
Integrations
Salesforce
Help
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

‍

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

Help articles

Zocks

Zocks is a powerful meeting transcription and note-taking tool. Integrating it with Quin can streamline your post-meeting workflow.

Redtail

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

Wealthbox

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

HubSpot

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

Google Calendar

Connecting your Google calendar with Quin enhances your relationship management by incorporating your scheduled meetings and events into Quin.

Outlook Calendar

Connecting your Outlook calendar with Quin enhances your relationship management by incorporating your scheduled meetings and events into Quin.

Zoom

Zoom's AI Companion is a powerful meeting transcription and note-taking tool. Integrating it with Quin can streamline your post-meeting workflow.

Fireflies

Fireflies.ai is an AI-powered meeting transcription and note-taking tool. Integrating it with Quin can streamline your post-meeting workflow.

Integrations

Quin integrates with popular tools to enhance your relationship-building experience, including calendar, meetings, and more.

Related articles

Zocks

Zocks is a powerful meeting transcription and note-taking tool. Integrating it with Quin can streamline your post-meeting workflow.

Redtail

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

Wealthbox

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

What is Quin?

How much is Quin to get started?

Does Quin replace my CRM?

How does Quin protect my data?

Contact us

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

Contact us