Zoho CRM

The Zoho CRM integration connects your customer relationship management platform with Quin, automatically syncing contact information and meeting notes between both systems. When you mention a contact or company during a meeting, Quin pulls relevant details from Zoho CRM and updates the record with new notes, tasks, and interactions without manual data entry.

How to set it up

1. Go to Settings > Integrations
2. Click Add Integration
3. Select Zoho CRM from the list and click Connect
4. Follow the authentication prompts and select your Zoho CRM account
5. Review the requested access permissions (Quin needs permission to read and write contact records)
6. Click Connect app

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

What to expect

After connecting Zoho CRM, Quin automatically syncs contact information and updates records based on your conversations and meetings. When you mention a contact or company, Quin identifies the matching record in Zoho CRM and can update it with meeting notes, tasks, or follow-up information based on your Guidelines.

Examples of what Quin does:

• If you say "Spoke to Aisha Patel from NovaTech about renewal timeline," Quin finds Aisha's record in Zoho CRM and adds the note
• When you ask "What's the last update on Global Ventures?" Quin pulls recent deal activity from Zoho CRM
• After a meeting ends, Quin updates the contact record with meeting notes and next steps automatically

How Quin matches contacts

Quin identifies Zoho CRM contacts by matching names, email addresses, and company names mentioned in conversations or meetings. When Quin finds a match, it retrieves relevant information like recent interactions, deal status, and contact details to provide context during your conversations. Updates flow back to Zoho CRM automatically after meetings conclude.

Customizing CRM updates

You can control what information Quin adds to Zoho CRM through Guidelines. Provide instructions like "Always update the 'Last Contact' field after client calls" or "Tag all enterprise deals with 'high-priority' in Zoho CRM." Guidelines help Quin organize information according to your sales workflow and record structure.

Disconnecting Zoho CRM

If you need to disconnect Zoho CRM:

1. Go to Settings > Integrations
2. Find the Zoho CRM integration
3. Click Disconnect
4. Confirm the disconnection

Disconnecting stops all future syncing between Quin and Zoho CRM. Contact records and notes already in Zoho CRM remain there but won't receive further updates from Quin.

To uninstall Quin from your Zoho CRM account, follow the instructions in Zoho support.

Troubleshooting

Contact records aren't being updated in Zoho CRM

• Verify the Zoho CRM integration shows as "Active" in Settings > Integrations.
• Check that you have permission to edit contact records in Zoho CRM.
• Confirm your Guidelines include instructions to update Zoho CRM after meetings.
• Make sure the contact exists in Zoho CRM before the meeting (Quin updates existing records but may not create new ones automatically).

Quin can't find a contact I mentioned

• Verify the contact exists in your Zoho CRM account with the name or email you mentioned.
• Check that name spellings match exactly between your conversation and the Zoho CRM record.
• Try using the contact's email address or company name for more accurate matching.

Updates are going to the wrong contact record

• Multiple contacts with similar names can cause matching issues. Use full names or email addresses for clarity.
• Review the contact record in Zoho CRM to ensure it doesn't have duplicate entries.
• Update your Guidelines to specify how Quin should handle contacts with similar names.

Meeting notes are missing fields I need in Zoho CRM

• Check your Guidelines to specify which fields Quin should update.
• Verify you have permission to edit those specific fields in Zoho CRM.
• Some custom fields may require additional configuration in Zoho CRM to accept updates from integrations.