How to update contact fields in Salesforce without logging into Salesforce

Contact information changes constantly. Phone numbers get updated, job titles shift, companies get acquired, and email addresses change. But updating these details in your CRM often gets pushed aside because it means stopping what you're doing to log in, find the right record, and make the changes.

Most contact updates happen during conversations when people mention their new role, different email, or updated phone number. You make a mental note to update their record later, but "later" often becomes "never" when you're busy with more pressing priorities.

Updating contact records immediately

Tell Quin which contact needs changes and what information is new, and the updates get made automatically in your CRM. This works whether someone mentions changes during a call, emails you their updated details, hands you a new business card, or you discover outdated information while preparing for a meeting.

What this looks like in practice

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

During a client call:

Just talked with Sarah Chen from GrowthCorp. She mentioned she got promoted to Senior VP of Operations and her new direct line is 555-0198. Also, the company was acquired by TechFlow last month, so her email is now sarah.chen@company.com.

Sarah's contact record gets updated with her new title "Senior VP of Operations," phone number changed to 555-0198, email updated to sarah.chen@company.com, and company changed to TechFlow. A note gets added about the acquisition timing, and a follow-up email gets drafted congratulating her on the promotion.

After receiving updated business card:

Text a photo of Mike's new business card to Quin with context: Mike Rodriguez's updated card. He got promoted to Director of Finance and moved to the Austin office.

Mike's contact record gets updated with the new title "Director of Finance" extracted from the card, plus Austin location gets added to his record. A task gets created to send him a note about working together now that he's in a finance role.

While reviewing meeting prep:

David Kim's record shows his old email from TechStart, but he moved to Innovate Corp six months ago. His current email is david@company.com and he's now VP of Strategy.

David's contact record gets updated with the new company Innovate Corp, email changed to david@company.com, and title updated to VP of Strategy. Your upcoming meeting notes get refreshed with his current role and company information.

How to send updates to Quin

The process is flexible and works with your existing habits. Forward emails with updated contact information directly to Quin, text changes while walking between meetings, send voice messages with the updates, or snap a photo of new business cards. The updates get processed regardless of how you send the information.

Voice updates work particularly well when you're on the go, email forwarding handles situations where contacts send you their information directly, and business card photos extract details automatically without any manual typing.

‍

Stop letting contact information get outdated. Try Quin free for 14 days.