Quil offers an integration with Loxo. By connecting your account, you allow Quil to link meetings and have notes automatically pushed into your existing records. No more copy and paste.
Not sure how to link records via Quil? Please read this article on how to manually link records
Where The Notes Go
When submitted, notes will appear in the “Activity” or "Intake" section on the Person record
This can be configured from the integration page under the Loxo integration.
Quil's Loxo integration allows linking records with People.
How to Setup
Setup for the integration with Loxo requires an API Key.
To create an API key in Loxo. Please navigate to Settings > API Key and create a new API key. 
For more details on where to setup your integration please this article on managing you integrations
Agency Slug
Activity Types Supported
Loxo activity types are supported through Quil. For each meeting type you are able to specify the activity type you would like Quil to send your notes to.
When integrated with Loxo, you can select from a dropdown menu the activity type you wish to be applied to your database notes.
Database Fields
Loxo Person fields can be updated automatically or manually via Quil. Quil will take the information from your meeting and fill in the blanks on your records. Fields are pulled directly from your Loxo instance so any supported custom fields will be available in Quil.
Custom fields must be one of the following types for Quil to fill out:
- Number
- Text
Database Documents
Follow-up material generated by Quil can be automatically or manually uploaded to Loxo if a record is linked. Documents are uploaded to Loxo as Attachments.
Supported Features
| Database Notes | ✅ |
| Database Fields | ✅ |
| Database Documents | ✅ |
| Chrome Extension | ✅ |
| Activity Types | ✅ |