Integration Overview: Quin is an AI assistant that works in the background, updating ActiveCampaign, drafting follow-ups, and managing deals automatically after every call.
Is This Integration Right for You?
- Sales Teams: Keep pipelines and deal stages current after every call without manually updating ActiveCampaign. Notes, tasks, and follow-ups update automatically.
- Coaches and Consultants: Stay on top of every client relationship without becoming your own administrator. Quin logs conversations and drafts follow-ups so nothing falls through the cracks.
- Agencies and Small Teams: Manage multiple client accounts with consistent, up-to-date records and no manual data entry across contacts, deals, or notes.
Why Use the Quin Integration?
Keep Contacts and Deals Current Automatically
- After every client call, Quin logs notes to the appropriate contact, account, or deal in ActiveCampaign. It records what was discussed, who was involved, and what needs to happen next, eliminating the need to catch up on manual data entry.
Move Your Pipeline Forward Without Manual Updates
- Quin creates and updates deals across pipelines and stages when a call ends. It also creates follow-up tasks associated with the appropriate contacts or deals, helping ensure your pipeline reflects what is happening with each account.
Get Answers About Any Contact on Demand
- Ask Quin what happened during your last call with a contact or where a deal stands. Quin retrieves the answer from ActiveCampaign using notes, history, and previous conversations, giving you the context needed before following up.
Key Features of the Platform:
- Draft and manage email replies before opening your inbox.
- Create follow-up emails, tasks, and ActiveCampaign updates automatically after every meeting.
- Receive a daily morning brief so you can begin the day prepared.
- Find and act on information across your documents, calendar, and CRM using a quick search.
- Run custom automations and scheduled workflows automatically.
