HighLevel

Quin's HighLevel integration keeps your CRM updated after every meeting. When connected, Quin logs meeting notes to contact records, creates follow-up tasks, and updates opportunities — without you having to touch HighLevel manually.

Before you begin

• You must have an active HighLevel account
• Your calendar must be connected to Quin (connect your calendar)
• Notetaker must be enabled in Notetaker settings

How to set it up

1. Go to Settings > Integrations
2. Select HighLevel from the list of available integrations
3. Enter your HighLevel API key when prompted
4. Click Connect

You can use Guidelines to control exactly what Quin logs to HighLevel after meetings. Guidelines are instructions that tell Quin how to process your meetings, like "Always create a follow-up task in HighLevel" or "Log a note to the contact record after every call."

What to expect

After connecting HighLevel, Quin will automatically update your CRM after each meeting where Notetaker is active. Quin matches attendees to existing HighLevel contacts and logs meeting notes to their records. If action items come up during the meeting, Quin creates tasks in HighLevel with the relevant details. You can also ask Quin directly to search contacts, update opportunities, or retrieve account information from HighLevel at any time through the chat interface.

Troubleshooting

Quin isn't logging notes to HighLevel after meetings

• Confirm your HighLevel integration is connected under Settings > Integrations
• Make sure Notetaker was active for the meeting
• Check that the meeting attendee exists as a contact in HighLevel — Quin matches by email address

Tasks aren't being created in HighLevel

• Review your Guidelines to confirm you have an instruction for task creation
• Confirm the action item was captured in the meeting recap

Quin can't find a contact in HighLevel

• Verify the contact exists in HighLevel and that their email matches what was on the meeting invite
• If the contact is new, ask Quin to create them directly via chat

My HighLevel connection is showing as disconnected

• Re-authenticate by returning to Settings > Integrations and reconnecting HighLevel
• API keys can expire or be revoked — generate a new one in your HighLevel account if needed