Quil offers an integration with Salesforce. 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 can appear in the Contact's record's Note, Task, or Call section, depending on your integration settings.
How to Setup
Setup for the integration with Salesforce requires just a login.
Activity Types Supported
Salesforce activity types are supported through Quil. For each meeting type, you can specify the activity type you would like your Quil notes labeled with. You can enter the activity type you wish to apply to your database notes when integrated with Salesforce.
Activity types will be appended to the title of each note that is submitted to Salesforce. i.e "Interview with John - Interview Note" will be note title for a Quil call titled "Interview with John" and an activity type of "Interview Note".
Database Fields
Salesforce 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 Salesforce instance so any supported user defined fields will be available in Quil.
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Custom fields must be one of the following types for Quil to fill out:
- Boolean
- Currency
- String (Text)
- Picklist
Supported Features
| Database Notes | ✅ |
| Database Fields | ✅ |
| Chrome Extension | ✅ |
| Activity Types | ✅ |