Zimbra

Connect Zimbra to Quin and Quin gets the same calendar and inbox access it has with other providers: the right meeting joined at the right time, follow-ups sent from inside existing threads, and scheduling changes made from what's said on a call.

What you can do with Zimbra and Quin

• Join the right meeting from your Zimbra calendar.
  Quin reads the same structured event data you see, so a rescheduled or forwarded invite still gets picked up correctly.
• Catch scheduling commitments made on a call.
  When someone agrees to revisit something in three months, Quin checks the calendar for a slot and drafts an invite to review and send.
• Send meeting recaps from inside the existing thread.
  Follow-ups go out from your real Zimbra account and reply in the same conversation the client already has open.
• Flag meetings that ran long.
  Quin can note the actual discussion length and flag that the calendar entry no longer matches reality.
• Search your inbox for a specific email or topic.
  Find what you need without digging through folders.
• Keep your inbox organized.
  Manage folders, tags, flags, and read status directly from a conversation with Quin.

Who this helps most

• Advisors running back-to-back client reviews, where a call running fifteen minutes long can push every later meeting back without anyone noticing.
• Firms where a client scrolls back through months of email, since a recap sent from a separate address breaks the thread that holds their history.
• Anyone whose calendar mixes personal, shared, and forwarded invites, where a meeting link buried in a forwarded message can mean Quin's notetaker doesn't show up.

How this shows up day to day

• A client says, "let's revisit this in three months once the new statements come in."
  Quin checks the calendar for a slot roughly three months out and drafts an invite for the advisor to review and send.
• An advisor finishes a portfolio review with a longtime client.
  A recap drafted before the call even ends sits as a reply inside the same Zimbra thread the client has used for years.
• A client's assistant moves a 10am call to 10:30 minutes before it starts.
  Quin picks up the change from the calendar and adjusts its join time, instead of sitting in an empty room.

Frequently asked questions

What happens when I connect Zimbra?
Quin gets access to your Zimbra email and calendar, so it can join meetings, draft and send messages, and manage scheduling from your conversations.

What do I need to connect Zimbra?
The server address, account email and password, and two-factor verification if your account requires it.

Will calendar updates and drafted emails send without my review?
No. Drafted invites and follow-ups are meant to be reviewed and confirmed, not sent unread.

Is my Zimbra 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 Zimbra.

Does Quin replace Zimbra?
No. Zimbra stays where your email and calendar live. Quin reads and updates that data from your conversations, but Zimbra remains the system hosting it.