Since Salesforce purchased Quip back in 2016, users have long-awaited the collaborative and productive possibilities that would come from a Salesforce-Quip integration. For the past three years, Quip has been a standalone software under Salesforce, but as of May 2019 the cloud-based word processing application can now be fully embedded in your Salesforce instance (Enterprise and Unlimited only), improving the strong cache of integrations in Salesforce.
For those of you who don’t know what Quip is, it’s a mobile and web-based productivity suite for collaborative production of documents, spreadsheets, and other business reports. Instead of documents moving from one place to another for team collaboration, Quip offers a single arena to work together and efficiently produce actionable items without extraneous meetings or email strands.
By itself, Quip streamlines collaboration on important documents, but combined with Salesforce, Quip will give your team the ability to collaborate on information and data sharing, while also helping build stronger relationships with clients and improving your sales.
There’s a number of ways that integrating Quip can improve your Salesforce experience. For one, many companies experience disconnect between their employees and information around specific deals, but Quip helps improve the communication by presenting a centralized area for your sales team to view details on certain projects. Even emails and chats can be synced for real-time communication and fast updates. By leveraging Quip in Salesforce, every part of the sale is collected and worked on in one view, keeping everyone in the loop at all times.
Secondly, with direction from the sales team, your admins can create customized templates. Instead of spending time entering information for specific accounts and types of sales, users can open pre-filled pages with all the pertinent information already there. And the templates aren’t just for sales; any sort of business plans, reports, briefs, and blueprints necessary for client needs can be created and saved within Quip and exported into your Salesforce environment.
Thirdly, data integration between Salesforce and Quip is simple and easy to set up. Using the Salesforce Record Live App for Quip, your team can update and comment on field data inside of Quip document, slide, or report, which will in turn be transferred to Salesforce records. This feature allows people in your company who aren’t Salesforce users to stay in the loop on the latest project work. All the work happens in one place, so that your team can spend more time on what matters: the customer.
Integrating Quip into your Salesforce environment can enhance productivity, help win more sales, and create an overall better experience for your employees and customers. Including what’s already been mentioned, here are all the current available Quip integrations and capabilities for Salesforce customers:
- Connect Quip documents to Salesforce so all updates and new information is synchronized between platforms.
- Connect Quip to the Salesforce Files API for immediate updates and document/file changes (this also includes integrating posts in Chatter, searches, and previews) for accounts.
- Users can easily embed documents from Quip directly into Salesforce Lightning and to leverage the new selling features in Lightning.
- By creating customized Quip templates with autofill, users get access to pre-populated documents for Salesforce accounts.
- The integration of Salesforce Live Data and Report Data for Quip gives users the ability to quickly export Salesforce data into actionable spreadsheets and reports.
- Using the Salesforce List View, teams are able to easily customize and create Quip Spreadsheets.
- Users are able to update Salesforce Data from Quip via Salesforce Live Recording App
- Users can set up Quip notifications to appear in their Salesforce environment for quick views and transitions between the two.
- For ease of entry and secure login, users can authorize their Salesforce SSO for Quip.
Your team can easily benefit from the current integrations between Quip and Salesforce, and the connectivity between the two (and other applications) is only going to get stronger. To get a detailed list of requirements and the integration setup, visit the link here. If you have any questions feel free to engage with us via the comments or reach out to us here. We’d love to hear from you.