Log Calls from Quip Documents

Team members can collaborate and log calls in Salesforce all within Quip. Now they can keep the conversation going in Quip while reporting their progress back to Salesforce.

Where: This change applies to Lightning Experience in Professional, Performance, Unlimited, and Developer editions.

Who: Available in orgs with a Quip for Salesforce plan or free trial.

Why: Log a call and write your call notes in the same place. No more switching back and forth between your Quip documents and Salesforce. Click the Salesforce cloud in Quip to start logging calls.

Log a Call Salesforce Cloud

Link your call to a specific Salesforce record, specify the call type, and add your call notes, all without leaving Quip.

Log a call modal with Related Record, Call Type, Call Subject, and Call Notes