Zoho CRM

Setup guide

Quin and Zoho CRM work together to:

• Capture meeting notes with 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
• Answer 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 Zoho CRM from the list of available integrations.
5. Follow the authentication prompts:
   • Select your Zoho CRM 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 Zoho CRM integration will now appear as active.

Use the app

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

Examples:

• You jot down a note like “Spoke to Aisha Patel from NovaTech about renewal timeline” — Quin pulls Aisha’s info from Zoho CRM and attaches the note to her record.
• You ask, “What’s the last update on Global Ventures?” — Quin pulls the latest deal activity and surfaces it in real time.
• You mention a lead or company name in conversation — Quin finds the matching record in Zoho CRM 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 Zoho CRM will stop all future syncing between Quin and Zoho CRM.

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

Uninstall the app

To uninstall Quin from your Zoho CRM account, follow the instructions in Zoho support.