Salesforce + Quip
Bring your Salesforce data to life
Connect the world's leading CRM to your favorite productivity suite. Add real-time Salesforce data to Quip's living documents to make better decisions and work better together.
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Or sign up now for a free trial of Quip.
Teams using Quip are 46% more productive*
Quip is a productivity suite that combines documents, spreadsheets, task lists, and team chat in one place, so your team can get more work done together. When Quip is connected to Salesforce? Your team becomes unstoppable!
Export Salesforce Live Data to Quip
Open Salesforce reports into a Quip spreadsheet in a single click. The best part? Your data is live – when something is updated in Salesforce, it's instantly updated in Quip too. You'll never have to worry about whether the data you're looking at is out of date.
Collaborate and make better decisions
Discuss your reports, analyze for insights, and share unprecedented, real-time deal information in sales meetings. With data that’s always up to date, you can easily generate consensus and make better decisions together.
Add visibility to your work in Quip
Link and create documents, spreadsheets, and checklists with the Quip component in Salesforce. Help your team find and collaborate on the documents that are crucial to better serving your customers. The Quip component is available in both Salesforce Classic and Lightning.
Drive work forward from anywhere
Stay connected to your customers and your work from your phone or tablet. Keep deals moving forward, and never lose momentum with your customers just because you’re not at your desk.
Sign into Quip with your Salesforce SSO
Easily create a new Quip site or access your team’s existing Quip site by signing in with your Salesforce credentials. Connect to your teammates, and your customers in a whole new way.
*Customer Relationship Survey conducted September 2016 among 683 customers.
“Our Quip docs contain the most important information about our projects, our commitments to our customers, and the rest of the company. Having live Salesforce data displayed alongside those commitments will help keep us accountable, and unified as to how we measure our success.” George Davis Salesforce Administrator, TASER
See for yourself
Quip documents are smart, contextual, and fully integrated with Salesforce. Try Quip with your team for free today.
Already using Quip or Salesforce?
Or sign up now for a free trial of Quip.