Quil offers an integration with Ezekia. By connecting your account, you allow Quil to link meetings and have notes automatically pushed into your existing records. No more copy and paste.
Not sure how to link records via Quil? Please read this article on how to manually link records
Where The Notes Go
When submitted, notes will appear in the “Notes” section on the Person record
Quil's Ezekia integration allows linking records with People.
How to Setup
Setup for the integration with Ezekia requires an API Key. To create a new API key, please navigate to https://ezekia.com/#/settings/integrations#tokens and select "Generate new token". Specify "Quil" as the NAME and use your account username as the USER NAME.
For more details on where to setup your integration please this article on managing you integrations
Activity Types Supported
Ezekia note tags are supported through Quil. For each meeting type you are able to specify the note tag you would like your Quil notes labeled with.
When integrated with Ezekia, you can select from a dropdown menu the note tag you wish to be applied to your database notes.
Database Fields
Ezekia "People" fields can be updated automatically or manually via Quil. Quil will take the information from your meeting and fill in the blanks on your records.
Ezekia supports the following "People" fields
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Base Salary
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Compensation Details
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Current Company
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Current Job Title
Database Documents
Follow-up material generated by Quil can be automatically or manually uploaded to Ezekia if a record is linked. Documents are uploaded to Ezekia as Attachments.
Supported Features
Database Notes | ✅ |
Database Fields | ✅ |
Database Documents | ✅ |
Chrome Extension | ✅ |
Activity Types | ✅ |