Quin Support — Integrations

We're always looking to improve Quin and expand our integration options. If there's a specific integration you'd like to see that we don't currently offer, reach out at help@heyquin.io and let us know!

Help articles

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.

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.

Outlook Calendar

Connect your meeting schedule to Quin to seamlessly turn calendar events into meeting prep, follow-ups, and record updates without switching between tools.

Google Calendar

Connect your meeting schedule to Quin to seamlessly turn calendar events into meeting prep, follow-ups, and record updates without switching between tools.

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.

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.

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.

Redtail

Wealthbox

What is Quin?

Quin transforms your notes into action by automatically creating tasks, drafting emails, and updating records. It handles the administrative work that follows your conversations so you can focus on what matters.

How much is Quin to get started?

Quin is completely free for 14 days. You can fully explore all features during this period to experience how Quin fits into your workflow. After the trial, you'll need to select a plan to continue using Quin.

Does Quin replace my CRM?

No, Quin doesn't replace your CRM. It works alongside it to make your existing tools more valuable. While your CRM stores information, Quin handles the administrative work of creating and updating records, drafting follow-ups, and making sure nothing falls through the cracks.

How does Quin protect my data?

Quin is built on AWS and leverages their built-in security features including 256-bit encryption on all databases and data transfers, firewall protection, and access monitoring. All AWS access requires 2FA and only our team has access (no third-party contractors). Read our privacy policy at https://www.heyquin.io/privacy.

How do I connect Quin to my phone?

Go to Account > My Profile in the Quin app, enter your mobile number, and complete the verification process. Save Quin's number (662) 439-7846 to your contacts, and you're ready to text notes and requests to Quin from anywhere.

Which CRMs does Quin integrate with?

Quin currently integrates with Salesforce, Redtail, and other major CRM platforms. We're continuously adding new integrations based on user feedback. Check the Integrations tab in your Account Settings for the most current list.

How accurate is Quin at understanding my notes?

Quin is designed to understand natural language in your notes. For best results, include specific details like names, companies, dates, and clear action items. You'll always have a chance to review what Quin creates before it's finalized..

Can my team use Quin together?

Yes! Teams can use Quin collaboratively to maintain consistent follow-up processes. Team members can share meeting notes and follow-ups, ensuring everyone stays aligned without duplicating administrative work.

What happens if Quin misunderstands something in my notes?

You'll always review what Quin creates before it's finalized. If something doesn't look right, you can easily edit it directly in the app or provide clearer instructions for Quin to update its work.

Can I use Quin on my mobile device?

Yes, Quin works seamlessly across desktop and mobile devices. You can access the full web application on your mobile browser, or use text messaging to send notes and requests when you're on the go.

How long does it take Quin to process my notes?

Quin typically processes notes within seconds. For longer or more complex notes, it may take slightly longer, but you'll still get results much faster than handling the administrative work manually.

Can I customize how Quin formats my notes and emails?

Yes, you can set preferences for how Quin formats meeting notes, follow-up emails, and task assignments. These settings can be adjusted in your account preferences.

Contact us

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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Integrations

To add any integration:

Requesting new integrations

Help articles

Wealthbox

Redtail

Outlook Calendar

Google Calendar

HubSpot

Salesforce

Related articles

Salesforce

Redtail

Wealthbox

What is Quin?

How much is Quin to get started?

Does Quin replace my CRM?

How does Quin protect my data?

How do I connect Quin to my phone?

Which CRMs does Quin integrate with?

How accurate is Quin at understanding my notes?

Can my team use Quin together?

What happens if Quin misunderstands something in my notes?

Can I use Quin on my mobile device?

How long does it take Quin to process my notes?

Can I customize how Quin formats my notes and emails?

Contact us

Get started for only