How to create new contact records in Salesforce without opening Salesforce

Adding new contacts to your CRM shouldn't require stopping what you're doing to fill out forms. Whether you meet someone at a conference, get a referral during a client call, or connect with a prospect over coffee, that contact information needs to get into your system while the context is fresh.

Most new contacts get captured on business cards, in your phone, or scribbled in notebooks. Then they sit there while you're busy with other priorities. By the time you have a free moment to add them to Salesforce, you've forgotten important details about how you met or what they were interested in.

Creating contacts from natural conversation

Instead of remembering to do data entry later, you can create new Salesforce contacts immediately by describing the person and how you met them. Send the details to Quin, and the contact record gets created with all the relevant information properly organized.

This works whether you're walking out of a networking event, sitting in your car after a meeting, or processing business cards at the end of a conference day.

What this looks like in practice

Here are some real examples of how this works in different situations:

After a networking event:

Met Sarah Chen at the marketing conference. She's VP of Operations at GrowthCorp, email sarah.chen@company.com, phone 555-0123. They're looking for help with their customer onboarding process. Follow up next week about our consulting services.

Sarah's contact record gets created in Salesforce with her title, company, and contact information. An opportunity gets added for consulting services, and you get a task created to follow up next week about onboarding help.

During a client meeting:

The Johnsons referred their neighbor Mike Rodriguez. He just started a new business and needs accounting help. Phone number is 555-0198. Schedule a call with him next Tuesday to discuss our small business packages.

Mike's contact gets created with the referral source noted, phone number added, and a calendar event created for Tuesday to discuss small business accounting services.

Processing business cards:

Text a photo of the business card to Quin with any additional context: David Kim's card from the finance conference. We talked about their Q4 planning challenges. He mentioned they're growing fast and need better financial reporting. Send him our capabilities overview.

David's contact record gets created with information extracted from the business card, notes about Q4 planning challenges get added, and a follow-up email gets drafted with the capabilities overview attached.

Why manual contact creation slows you down

Creating contacts in Salesforce requires navigating to the right section, filling out multiple fields, and making sure information gets formatted correctly. If you're adding several contacts from an event, this becomes time-consuming data entry that pulls you away from more important work.

Most people defer contact creation until they have dedicated time, but then important context gets lost. You remember the person's name and company, but forget why they were interested or what follow-up you discussed.

Creating contacts immediately while context is fresh ensures nothing gets lost and follow-ups happen while the connection is still relevant.

Making contact creation automatic

The process is straightforward: send contact details to Quin through text, email, or the app immediately after meeting someone new. Include their name, company, role, and contact information, plus any relevant context about how you met or what they need.

For business cards, simply text a photo of the card to Quin with any additional notes about your conversation. The contact information gets extracted and organized automatically, saving you from manual typing.

The more details you include, the more complete the contact record becomes. Mention their interests, challenges they discussed, or referral sources. This information gets added to the contact record and creates appropriate follow-up tasks.

For conferences or networking events, you can process multiple contacts efficiently. Send separate messages for each person, or list several contacts in one message with clear separation between each person's details. Quin handles the Salesforce field mapping and formatting automatically, organizing contact information into the right fields while turning any follow-up items into tasks with appropriate due dates.

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Stop letting new contacts pile up in your phone. Try Quin free for 14 days.

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