Quil offers an integration with Thrive TRM. By connecting your account, you allow Quil to link meetings and have notes automatically pushed into your existing records. No more copy and paste.
Where the notes go
After notes are submitted, they will appear in the Activity Timeline section on the Contact record you selected.
Quil's Thrive TRM integration only allows linking records with Contacts.
How to Setup
Setup for the integration with Thrive TRM requires an API Key.
To find your API Key in Thrive TRM:
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Click your profile icon in the top right
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Navigate to Integrations
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Go to Access Tokens
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Click Generate API Token
For more details on where to set up your integration please this article on managing your integrations
Activity Types Supported
❌ Activity Types are not supported in Quil’s integration with Thrive TRM.
There is no dropdown or manual configuration available.
Database Fields
❌ Quil does not support updating Thrive TRM database fields at this time.
Custom Fields
❌ Custom fields are not supported in the Thrive TRM integration.
Follow-Up Material
❌ Follow-up materials or documents cannot be uploaded to Thrive TRM records via Quil.
Chrome Extension
❌ The Chrome Extension is not supported with the Thrive TRM integration.
Supported Features
| Database Notes | ✅ |
| Database Fields | ❌ |
| Chrome Extension | ❌ |
| Activity Types / Actions Types | ❌ |
Need Help?
For additional help with setting up or managing the Thrive TRM integration, please contact your Quil representative or reach out to support@quil.ai.