Freshsales

A Freshsales deal is only useful if the notes behind it are complete. Quin connects to Freshsales using your account's subdomain and API key, and updates accounts, contacts, and deals from the calls and conversations already happening.

What you can do with Freshsales and Quin

• Get meeting notes logged to the right contact or deal.
  They land in Freshsales the moment a call ends, without a separate entry step.
• Create and assign follow-up tasks tied to a specific account.
  Whoever owns the follow-up sees it on the record where it belongs.
• Update deal details as they change mid-conversation.
  The record reflects what was discussed, not what it said before the call.
• Add a contact to a campaign list by name.
  There's no need to open Freshsales to manage list membership yourself.
• Reference CPQ documents tied to a deal or contact.
  Pulling one up doesn't require switching over to Freshsales first.
• Search existing accounts, contacts, and deals while prepping for a meeting.
  The context is ready before the call starts.

Who this helps most

• Sales teams running deals through Freshsales day to day, where logging every call by hand is the first habit that slips under a full calendar.
• Account managers juggling multiple contacts per company, since notes and tasks land on the specific record they belong to.
• Teams using Freshsales CPQ or marketing lists, where referencing documents or managing list membership usually means a separate trip into the app.

How this shows up day to day

• A discovery call ends with details worth logging.
  Saying what came up gets it attached to the right contact or deal in Freshsales.
• A deal's terms shift after a negotiation.
  Updating the record happens as part of the same conversation, not a follow-up task for later.
• Prepping for a renewal call with an account you haven't touched in months.
  Asking what was last discussed pulls the answer straight from Freshsales.

Frequently asked questions

What happens when I connect Freshsales?
Quin gets read and write access to your accounts, contacts, deals, activities, tasks, and notes, and starts logging updates as they come up in conversation.

Why can't Quin find an account I know exists in Freshsales?
Quin updates existing accounts rather than creating new ones. Confirm the account exists in Freshsales, then search using the exact name or the email address from the meeting invite.

What do I need to connect Freshsales?
Your Freshsales subdomain, the part of your URL before “.myfreshworks.com,” and an API key generated from a profile with admin or API access.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Freshsales.

Does Quin replace Freshsales?
No. Freshsales stays the system of record for your accounts and deals. Quin keeps it current and pulls context from it, but Freshsales remains the source of truth.