Pipedrive

The Pipedrive integration connects your sales-focused CRM with Quin, automatically syncing contact information, deals, and meeting notes between both systems. When you mention a contact or company during a meeting, Quin pulls relevant details from Pipedrive and updates the record with new notes, tasks, and interactions without manual data entry.

How to set it up

1. Go to Settings > Integrations
2. Click Add Integration
3. Select Pipedrive from the list and click Connect
4. Follow the authentication prompts and select your Pipedrive account
5. Review the requested access permissions (Quin needs permission to read and write contact records)
6. Click Connect app

The integration will appear as "Active" on your Integrations page once connected.

What to expect

After connecting Pipedrive, Quin automatically syncs contact information and updates records based on your conversations and meetings. When you mention a contact or company, Quin identifies the matching record in Pipedrive and can update it with meeting notes, tasks, or follow-up information based on your Guidelines.

Examples of what Quin does:

• If you say "Spoke to Sarah Chen from Acme Corp about Q3 budget," Quin finds Sarah's record in Pipedrive and adds the note
• When you ask "What did I last talk to Daniel Lee about?" Quin pulls Daniel's latest activity from Pipedrive
• After a meeting ends, Quin updates the contact record with meeting notes and next steps automatically

How Quin matches contacts

Quin identifies Pipedrive contacts by matching names, email addresses, and company names mentioned in conversations or meetings. When Quin finds a match, it retrieves relevant information like recent interactions, deal status, and contact details to provide context during your conversations. Updates flow back to Pipedrive automatically after meetings conclude.

Customizing CRM updates

You can control what information Quin adds to Pipedrive through Guidelines. Provide instructions like "Always update the deal stage after client calls" or "Always tag all enterprise deals with 'high-priority' in Pipedrive." Guidelines help Quin organize information according to your sales workflow and record structure.

Disconnecting Pipedrive

If you need to disconnect Pipedrive:

1. Go to Settings > Integrations
2. Find the Pipedrive integration
3. Click Disconnect
4. Confirm the disconnection

Disconnecting stops all future syncing between Quin and Pipedrive. Contact records and notes already in Pipedrive remain there but won't receive further updates from Quin.

Uninstalling from Pipedrive

To completely uninstall Quin from your Pipedrive account:

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. Find the Quin app in the list of installed apps
4. Click the three dots (…) next to Quin's name
5. Select Uninstall from the dropdown menu
6. Complete Pipedrive's confirmation form

Troubleshooting

Contact records aren't being updated in Pipedrive

• Verify the Pipedrive integration shows as "Active" in Settings > Integrations.
• Check that you have permission to edit contact records in Pipedrive.
• Confirm your Guidelines include instructions to update Pipedrive after meetings.
• Make sure the contact exists in Pipedrive before the meeting (Quin updates existing records but may not create new ones automatically).

Quin can't find a contact I mentioned

• Verify the contact exists in your Pipedrive account with the name or email you mentioned.
• Check that name spellings match exactly between your conversation and the Pipedrive record.
• Try using the contact's email address or company name for more accurate matching.

Updates are going to the wrong contact record

• Multiple contacts with similar names can cause matching issues. Use full names or email addresses for clarity.
• Review the contact record in Pipedrive to ensure it doesn't have duplicate entries.
• Update your Guidelines to specify how Quin should handle contacts with similar names.

Meeting notes are missing fields I need in Pipedrive

• Check your Guidelines to specify which fields Quin should update.
• Verify you have permission to edit those specific fields in Pipedrive.
• Some custom fields may require additional configuration in Pipedrive to accept updates from integrations.

Deal stages aren't updating

• Confirm your Guidelines include instructions about when to update deal stages.
• Verify you have permission to modify deals in Pipedrive.
• Check that the deal is associated with the contact you mentioned in the conversation.