Pipedrive

Setup guide for Quin

Quin and Pipedrive work together to:

• Capture meeting notes by sending a quick message
• Automatically create follow-up tasks and calendar invites
• Draft emails and update your CRM without logging in
• Summarize past meetings and prep for upcoming ones
• Ask questions like “What did I last say to this client?”
• Turn photos of handwritten notes or business cards into updates
• Send updates on the go via text or email

Install the app

1. Log in to your Quin account.
2. Navigate to Account Settings > Integrations.
3. Click Add Integration.
4. Select Pipedrive from the list of available integrations.
5. Follow the authentication prompts:
   • Select your Pipedrive account.
   • Review the requested access scopes. Quin requests permission to read and write contact records.
6. Click Connect app.
7. You’ll be redirected to the Quin Integrations page, where your Pipedrive integration will now appear as active.

Use the app

Once connected, Quin will automatically keep your Pipedrive contacts in sync with your ongoing conversations and notes.

Examples:

• You jot down a note like “Spoke to Sarah Chen from Acme Corp about Q3 budget”—Quin pulls Sarah’s info from Pipedrive and attaches the note to her record.
• You ask, “What did I last talk to Daniel Lee about?”—Quin pulls Daniel’s latest activity and contact info from Pipedrive in real time.
• You mention a company name in conversation—Quin finds the matching record in Pipedrive and syncs any updates you add.
  

No manual steps needed—just work naturally, and Quin keeps your CRM clean and current.

Disconnect the app

Note: Disconnecting Pipedrive will stop all future syncing between Quin and HubSpot.

1. Log in to Quin.
2. Go to Settings > Integrations.
3. Locate the Pipedrive integration.
4. Click the Delete icon.
5. Confirm by clicking Confirm.

Uninstall the app

Note: Disconnecting Pipedrive will stop all future syncing between Quin and HubSpot.

1. Click the “puzzle” icon at the top right of your Pipedrive dashboard.
2. In the dropdown, click the second “puzzle” icon at the bottom right to manage your apps.
3. You’ll see a list of all installed apps. Find the Quin app.
4. Click the “…” (three dots) next to the Quin’s name.
5. Select “Uninstall” from the dropdown menu and confirm the action by completing Pipedrive’s form.