Quil offers an integration with Crelate. 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 “Summary” section on the contact record that was selected for the Quil meeting.
Quil's Crelate integration only allows linking records with Contacts
How to Setup
Setup for the integration with Crelate requires an API Key.
Please see Crelate's documentation: Find and Manage your API Key
For more details on where to setup your integration please this article on managing you integrations
Activity types supported
Crelate contact 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 Crelate, you can select from a dropdown menu the activity type you wish to be applied to your database notes.
Database Fields
Crelate contact 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 Crelate 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:
- Numbers
- Yes/No
- Text
Supported Features
| Database Notes | ✅ |
| Database Fields | ✅ |
| Chrome Extension | ✅ |
| Activity Types | ✅ |