Quil offers an integration with Vincere. 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
After notes are submitted they will appear in either the "Activities" section or "Briefs". The choice to upload notes as Activities or Briefs is available through the Vincere configuration on the Integrations page.
Quil's Vincere integration only allows linking records with Contacts and Candidates.
How to Setup
Set up for the integration with Vincere requires information that only the Vincere support team can provide. This information includes the Tenant ID, Client ID and API Key.
Below is a quick template that can be sent to the Vincere support team. Vincere support will reply with the required information
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For more details on where to setup your integration please this article on managing you integrations
Activity types supported
Vincere Activity Types are supported inside of Quil. For each meeting type, you can specify the activity type you would like Quil to send your notes as.
When integrated with Vincere, you can select the Activity Type you wish to apply to your database notes from a dropdown menu.
Database Fields
Vincere candidate 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 Vincere instance, so any supported custom fields will be applied in Quil.
The Quil <> Vincere integration currently supports only updating Candidate fields. Contact fields are not yet supported.
Supported Candidate fields include
- Willing to Relocate
- Current Salary (Annual)
- Current Salary (Monthly)
- Desired Salary (Annual)
- Current Bonus
- Desired Bonus
Supported Features
Database Notes | ✅ |
Database Fields | ✅ |
Chrome Extension | ✅ |
Activity Type | ✅ |