How do I integrate Quip and Salesforce?

Using Quip and Salesforce together is a great way to get your team in sync and communicate in one, central hub. Follow the steps below to get started.

What kind of Quip customer are you?

  • If you're a Quip Enterprise customer (or on an Enterprise timed trial), you can set up the native Salesforce integrations built in to Quip, and we highly encourage you to do so.
  • If you're a user on a free Quip trial, you can integrate Salesforce by installing the Quip Connect AppExchange Package.

For Quip Enterprise customers

Setting up Native Salesforce integrations

Just a few questions and you'll be up and running in no time:

  1. Are you the Salesforce and Quip admin for your team?
    1. Yes: Great! You can move to step 2.
    2. No: Contact your admin. Only the Salesforce and Quip admin can complete this guide.
  2. Do you already have a Quip site for your team?
    1. Yes: Fantastic! You can move to step 3.
    2. No: Set up Quip for your team and learn best practices about getting your team up and running with a new Quip site.
  3. Are you using the Salesforce Lightning Experience?:
    1. No: If you're using Salesforce Classic, you need to switch to Salesforce Lightning Experience to install the Quip Integrations.
    2. Yes: Wonderful. Just follow the steps below:
      1. In Salesforce lightning, go to Setup and enter Quip in the Quick Find box.
      2. Complete the steps (Good news: You've already completed the first step)
        During installation, you can visit the The Quip Business Portal to generate a Client Secret and a Client ID.

How to Use Native Salesforce Integrations

Open a Report in Quip
Now that you've set everything up, learn how to take full advantage of Quip’s living documents by working with connected report data in a Quip spreadsheet.

For Users on a Quip Trial

Setting up the Quip Connect AppExchange Package

By installing Quip Connect for Salesforce, you can bring your customer data into the things your entire company is working on.

  1. Head over to the Salesforce AppExchange page for Quip Connect.
  2. Click “Get It Now,” then log in with your Salesforce credentials.
  3. Follow the instructions, and enjoy.

How to use the Connect AppExchange Package

Using Quip Connect (Open Reports in Quip)
This KB article walks you through how to open a Salesforce report in Quip after you get the Quip Connect package from Salesforce App Exchange.

 

Configuration (Quip Connect Only)


Once you've installed the Quip Connect package from the AppExchange, follow the detailed setup instructions below. You'll find that adding Quip Connect to an Account, Contact, Lead or Opportunity page is extremely simple.

Set up Quip Connect with Lightning

Add Quip to Lightning Account Page Layout

1. In an Account page, click the gear (upper right) and then click Edit Page.


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2. Next select the right-most rectangle (containing Activity and Chatter tabs). Then click on the tabs themselves (Activity & Chatter).

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3. Add the custom tab called Quip Documents.


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4. Search for Quip in the Lightning Components search (to the left of the page).

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5. Drag the Quip component into the Quip Documents tab you created in Step 3.

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6. Click Save in the upper right-hand corner. Then click Back, also in the upper right-hand corner.

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To add Quip Connect to Lightning contact page, lead, or opportunity layout:

The process for adding a Quip component to any of these layouts is nearly identical to the above instructions for adding Quip to an account page. Follow the instructions above.


 Set up Quip Connect with Salesforce Classic

Adding Quip Connect to an Account, Contact, Lead, or Opportunity pages in Salesforce Classic is extremely simple. Find detailed instructions below (with photos). 

Add Quip Connect to a simple account page layout (Classic)

1. In an Account page, click the details tab. Then click Edit Layout in the upper right.


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2. At the left hand side of the “Simple Account” editor, select “Visualforce Pages.”


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3. Drag a “Section” tile (upper left among the other visual elements) onto the account. Configure the section tile as shown below.


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4. Next look for Quip in the Quick Find navigation bar (still in the Visual Pages Section).


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5. Drag the Quip_Comp_Accounts Visual Element into the Quip Section.


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6. Click Save in the upper left-hand corner.

 

connect_21.png

 

To add Quip Connect to Classic advanced accountcontact, lead, or opportunity page layout:

The process for adding a Quip component to any of these layouts is nearly identical to the above instructions for adding Quip to an account page. Follow the instructions above.

 

For Salesforce Developers
If you are operating with more than one Salesforce site connected to Quip, please utilize separate browser profiles, such as Chrome People, to manage your accounts.  Using Incognito windows to manage profile changes creates a conflict and prohibits multiple accounts logging in.  Using separate browser profiles works well. To learn more about Chrome People, please see this link.

Ready to Use the Integration?! 

Follow this link to learn more about exporting reports to Quip: How do I use Quip Connect?

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