Integrations

Connect Quin with your CRM, calendar, email, and productivity tools. Browse integration guides for Salesforce, HubSpot, Google Workspace, Microsoft, and more.

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Integrations overview

Quin connects with your CRM, calendar, email, task management, and communication tools to automatically sync notes, tasks, and updates. Set up integrations in minutes.

AgencyZoom

Connect AgencyZoom to Quin and automatically update leads, log meeting notes, create tasks, and manage opportunities after every call.

Asana

Connect Quin with Asana to automatically create and update project tasks from meetings. Turn commitments into actionable Asana tasks that stay synced with your team.

Asset-Map

Connect Asset-Map to Quin and automatically log meeting notes, update household records, and manage financial instruments after every client call.

Basecamp

Connect Basecamp to Quin to automatically create and manage to-dos, to-do lists, and projects from your meetings and conversations.

Box

Connect your Box account to let Quin search files, create documents, and organize folders. Access stored information and manage your Box files directly through conversation.

ClickUp

Connect Quin with ClickUp to automatically create and update project tasks from meetings. Turn commitments into actionable ClickUp tasks that stay synced with your team.

Clio

Connect Quin to Clio Manage to automatically log meeting notes, create tasks, update contacts, and track matters after every call.

Dex

Connect Dex to Quin for automatic contact syncing, meeting notes, and relationship tracking. Quin logs interactions, updates contact timelines, and keeps your personal CRM current without manual effort.

Docusign

Connect Docusign to Quin to send signature requests, use templates, and track envelope status—all from your meeting recaps and conversations.

Gmail

Connect Gmail to Quin for automatic email replies, follow-ups, and CRM updates. Quin monitors your inbox, drafts responses in your voice, and keeps conversations moving without manual effort.

Google Calendar

Connect Google Calendar to Quin for automatic meeting attendance, preparation, scheduling, and follow-ups. Quin joins meetings, tracks your schedule, and manages commitments seamlessly.

Google Drive

Connect Google Drive to Quin to access documents, create new files, and organize content. Quin can search your Drive, add files, and move them to folders.

Google Meet

Connect Google Meet to Quin for automatic meeting attendance, note-taking, and follow-ups. Quin joins your calls, captures discussions, and creates summaries without manual effort.

Google Tasks

Connect Google Tasks to Quin to automatically turn meeting notes, commitments, and reminders into synced tasks. Stay organized with two-way sync between Quin and your task list.

HighLevel

Connect HighLevel to Quin and automatically update contacts, log meeting notes, create tasks, and manage opportunities after every call.

HubSpot

Connect HubSpot to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask questions about contacts, create tasks, and keep your CRM current without manual data entry.

IMAP/SMTP

Connect any mailbox to Quin using IMAP/SMTP credentials. Search emails, manage drafts, send messages, and let Quin handle email follow-ups automatically.

Insightly CRM

Connect Insightly to Quin for automatic CRM updates, contact syncing, and meeting notes — without manual data entry.

Knudge

Connect Knudge to Quin to automatically turn meeting action items into client reminders. Send tasks via email, text, or push notification while keeping everything synced in real-time.

MCP & API

Generate API keys to connect Quin to external tools and AI assistants via MCP. Use Quin's calendar, CRM, and other tools directly from Claude, ChatGPT, and many more.

Microsoft Dynamics

Connect Microsoft Dynamics to Quin for automatic CRM updates, contact syncing, and meeting notes — without manual data entry.

Microsoft OneDrive

Connect Microsoft OneDrive to Quin to search, access, and manage your files directly from chat — without switching apps.

Microsoft Planner

Connect Microsoft Planner to Quin to create, update, complete, and search tasks across your plans directly from your conversations with Quin.

Microsoft SharePoint

Connect SharePoint to Quin to search, upload, organize, and manage files across your SharePoint sites without leaving your workflow.

Microsoft Teams

Connect Microsoft Teams to Quin to chat with your assistant directly in Teams. Turn messages into tasks, get meeting prep, draft emails, and update your CRM without leaving your workspace.

Microsoft Teams Phone

Connect Quin with Microsoft Teams Phone to automatically process call transcripts, capture key decisions, and generate summaries, action items, and follow-up drafts.

MyCase

Connect Quin to MyCase to manage cases, clients, tasks, notes, time entries, and more directly from your Quin chat. Keep your legal practice data up to date automatically.

Outlook

Connect Microsoft Outlook to Quin for automatic meeting attendance, calendar syncing, email drafts, and follow-ups. Quin joins meetings, tracks your schedule, and manages email communications seamlessly.

Pipedrive

Connect Quin with Pipedrive to automatically update contact records, sync meeting notes, and manage deals. Keep your sales CRM current without manual data entry.

Redtail

Connect Quin with Redtail to automatically update client records, sync meeting notes, and access contact details. Keep your advisor CRM current without manual data entry.

RingCentral

Connect Quin with RingCentral to automatically download your recorded calls and create notes, action items, and follow-up emails. Quin processes recordings after each call ends.

Salesforce

Connect Quin with Salesforce to automatically update contact records, sync meeting notes, and surface client details. Keep your CRM current without manual data entry.

Slack

Connect Quin with Slack to capture meeting notes, create tasks, and update your CRM directly from Slack messages. Turn conversations into action without switching tools.

Troubleshooting integrations

Solve common integration problems with Quin. Fix authorization errors, sync issues, and connection problems with your CRM, calendar, and communication tools.

Wealthbox

Connect Quin with Wealthbox to automatically update client records, sync meeting notes, and access contact details. Keep your advisor CRM current without manual data entry.

Zapier

Connect Quin to thousands of apps through Zapier. Automatically ask questions, draft emails, extract data, generate content, and delegate tasks by triggering Quin actions from your favorite tools.

Zendesk

Link Quin with Zendesk to automatically update support tickets and access knowledge base articles during meetings. Quin creates ticket summaries and retrieves help center resources instantly.

Zoho CRM

Connect Quin with Zoho CRM to automatically update contact records, sync meeting notes, and surface client details. Keep your CRM current without manual data entry.

Zoom

Connect Quin with Zoom to automatically join meetings, capture key points, and create summaries. Quin handles meeting notes so you can focus on the conversation.

Zoom Phone

Connect Quin with Zoom Phone to automatically process calls, capture key points, and create summaries. Quin handles call notes so you can focus on the conversation

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