Capsule

How to set it up

1. Go to Settings > Integrations
2. Click Add Integration
3. Select Capsule from the list and click Connect
4. Follow the OAuth prompts and authorize Quin to access your Capsule account
5. Review the requested permissions and click Allow

The integration will appear as "Active" on your Integrations page once connected.

What to expect

After connecting Capsule, Quin automatically updates contact and organization records, logs meeting notes, and creates tasks based on your conversations and meetings. When you mention a contact, Quin identifies the matching record in Capsule and updates it with notes, tasks, or opportunity information. You can also ask Quin questions about any contact or deal and get answers pulled directly from Capsule without opening the app.

How Quin works with Capsule

With Capsule connected, Quin keeps your CRM organized after every meeting. Here’s what you can ask Quin to do:

• Log meeting notes to contacts and organizations automatically
• Move opportunities through your pipeline after sales calls
• Create and track cases from conversations and follow-ups
• Add tasks so nothing slips through the cracks
• Answer questions about any contact or deal using live Capsule data

Customizing CRM updates

You can control what information Quin adds to Capsule through Guidelines. Guidelines are instructions that tell Quin how to process your meetings, like "Always update the opportunity stage after sales calls" or "Log a note on the organization record after every client meeting." Quin follows these instructions automatically after each meeting ends.

Troubleshooting

Contact records aren't being updated in Capsule

• Verify the Capsule integration shows as "Active" in Settings > Integrations
• Confirm your Guidelines include instructions to update Capsule after meetings
• Make sure the contact exists in Capsule before the meeting — Quin can update existing records or create new ones

Quin can't find a contact I mentioned

• Verify the person or organization exists in Capsule with the name you used
• Try using the contact's email address or company name for more accurate matching
• Check for duplicate records in Capsule that may be causing matching conflicts

Updates are going to the wrong record

• Use full names or email addresses when mentioning contacts to reduce ambiguity
• Review Capsule for duplicate entries and merge them if needed
• Update your Guidelines to specify how Quin should handle contacts with similar names

The integration won't connect

• Make sure you have admin permissions in your Capsule account
• Try disconnecting and reconnecting from Settings > Integrations
• Contact help@heyquin.io if the issue persists