Skip to main content
Who is this guide for? This guide is for administrators and revenue operations professionals who are setting up Quivly for their organization. If you’re a CSM or analyst looking to use Quivly day-to-day, see the CSM Quick Start Guide.

​
What You’ll Accomplish

By the end of this guide, you’ll have:
  • Connected your first integration (CRM or billing system)
  • Configured field mappings for customer data
  • Set up customer health scoring
  • Invited your team members
  • Configured Slack notifications
Estimated time: 45-60 minutes

​
Prerequisites

Before you begin, make sure you have:
  • CRM: Salesforce or HubSpot admin credentials
  • Billing: Stripe admin access (if connecting billing data)
  • Support: Pylon admin access (if connecting support data)
  • Organization created in Quivly
  • Admin role in your Quivly organization
  • Book a demo if you need onboarding help

​
Step 1: Connect Your First Integration

Let’s start by connecting your CRM system - this will bring in your customer, contact, and opportunity data.
1

Navigate to Integrations

  1. Log in to Quivly
  2. Click Settings in the left sidebar
  3. Navigate to the Integrations tab
You’ll see all available integrations organized by category (CRM, Billing, Support, etc.)
2

Choose Your CRM

  1. In the CRM section, find Salesforce CRM
  2. Click Set Up Integration
  3. A modal will open with Salesforce’s OAuth flow
  4. Click Connect to Salesforce
  5. Log in with your Salesforce credentials
  6. Review and approve the permissions Quivly requests
  7. Click Allow to complete the connection
Permissions needed: Quivly needs read access to Accounts, Contacts, Opportunities, and Users. We never write data back to Salesforce without your explicit action.
3

Wait for Initial Sync

After connecting, Quivly will begin syncing your data:
  • Initial sync: 5-30 minutes depending on data volume
  • Ongoing syncs: Every 15 minutes (automatic)
You can monitor sync progress in the Integration Status section. You’ll see a progress bar and sync logs.
While waiting for the sync, move on to Step 2 to invite team members!

​
Step 2: Invite Team Members

Add your CSM team and other admins while your data syncs.
1

Access Team Settings

  1. Click Settings in the left sidebar
  2. Navigate to the Organization tab
  3. Scroll to the Team Members section
2

Send Invitations

  1. Click Invite Member
  2. Enter the team member’s email address
  3. Select their role:
    • Admin: Full access, can configure integrations and settings
    • Member: Can view all customers and data, cannot change settings
    • Viewer: Read-only access to customer data
  4. Click Send Invitation
Team members will receive an email with a link to join your Quivly organization.

​
Step 3: Configure Field Mappings

Now that your CRM data has synced, let’s map fields from your CRM to Quivly’s customer data model.
1

Navigate to Objects Settings

  1. Click Settings → Objects
  2. Find and click on Customers in the objects list
  3. Navigate to the Configuration tab
2

Select Your Integration

  1. In the Integration Source dropdown, select your CRM (Salesforce or HubSpot)
  2. In the External Object Type dropdown, select:
    • HubSpot: Companies
    • Salesforce: Account
  3. The field mapping editor will load with default mappings
3

Review Default Mappings

You’ll see two columns:
  • Left: External fields from your CRM
  • Right: Quivly fields they map to
Default mappings are pre-configured for common fields like:
company_name → customer_name
domain → domain
industry → industry
hs_createdate → created_at
Default mappings work for most organizations. You can customize them if needed.
4

Add Custom Field Mappings (Optional)

If you have custom fields in your CRM that you want to track in Quivly:
  1. Find the custom field in the left column (search or scroll)
  2. Click the + icon next to it
  3. Choose to map it to an existing Quivly field OR create a new custom field
  4. If creating a new field:
    • Enter a field name (e.g., contract_end_date)
    • Select a field type (text, number, date, boolean, etc.)
    • Choose if it should be customer-visible or reportable
  5. Click Create Field - it will be automatically mapped
5

Save Your Mappings

  1. Review all mappings in the table
  2. Click Save Mappings at the bottom of the page
  3. Quivly will apply these mappings to all future data syncs
Changes to field mappings only affect future syncs. Historical data is not re-processed automatically.
Connect your billing system to track revenue metrics and calculate MRR-based health scores.
1

Navigate to Integrations

  1. Go to Settings → Integrations
  2. Find Stripe Billing in the Billing section
  3. Click Set Up Integration
2

Authenticate with Stripe

  1. Click Connect to Stripe
  2. Log in with your Stripe credentials
  3. Select the Stripe account to connect
  4. Review and approve permissions
  5. Click Allow to complete the connection
3

Configure Billing Mappings

Similar to CRM mappings, map Stripe fields to Quivly fields:
  1. Go to Settings → Objects → Customers
  2. Select Stripe as the integration source
  3. Select Customers as the external object type
  4. Review default mappings for fields like MRR, subscription status, etc.
  5. Click Save Mappings

​
Step 5: Configure Customer Health Scores

Set up automated health scoring to identify at-risk customers.
1

Access Health Score Settings

  1. Go to Settings → Customers → Health Score
  2. You’ll see the Configuration tab with 5 categories
2

Adjust Category Weights

Quivly calculates health scores across 5 categories. Adjust the weights based on your business priorities:
CategoryDefault WeightWhat It Measures
Revenue30%MRR, outstanding balance, renewal timing
Product Usage25%Activity trends, usage volume
Engagement20%Calls, meetings, interactions
Support15%Ticket volume, response times
Market Signals10%Funding, hiring, layoffs, news
Weights must sum to 100%. Drag the sliders to adjust priorities for your business.
3

Configure Metric Thresholds

For each category, review and adjust thresholds:Example: Revenue - MRR Thresholds
Critical:  $0 - $100 MRR
High Risk: $100 - $500 MRR
Medium:    $500 - $2,000 MRR
Healthy:   $2,000+ MRR
Use your customer data distribution to set realistic thresholds. Review the Test tab to see how scores would look with current data.
4

Test Your Configuration

  1. Navigate to the Test tab
  2. Select a customer from the dropdown
  3. Review their calculated health score
  4. See the breakdown by category
  5. Iterate on thresholds if needed
5

Save and Activate

  1. Return to the Configuration tab
  2. Click Save Configuration
  3. Health scores will be calculated for all customers within 24 hours
You can view version history in the History tab to track configuration changes over time.

​
Step 6: Set Up Slack Notifications (Optional)

Get notified in Slack when customer health scores change or important events occur.
1

Connect Slack

  1. Go to Settings → Integrations
  2. Find Slack in the Communication section
  3. Click Set Up Integration
  4. Enter a name for this integration (e.g., “Customer Success Alerts”)
  5. Click Connect to Slack
  6. Select your Slack workspace
  7. Choose a channel for notifications
  8. Click Allow to authorize Quivly
2

Configure Notification Types

  1. Go to Settings → Notifications
  2. Choose which events should trigger Slack notifications:
    • Health score drops to “Critical” or “High Risk”
    • New market signals (funding, layoffs, etc.)
    • Upcoming renewals (30/60/90 days out)
    • New insights generated
  3. Select notification frequency (real-time, daily digest, weekly digest)
  4. Click Save Settings

​
Step 7: Review Data Sync Status

Before inviting your CSM team, make sure all integrations are syncing correctly.
1

Check Integration Health

  1. Go to Settings → Integrations
  2. Review the status of each connected integration:
    • 🟢 Healthy: Syncing successfully
    • 🟡 Warning: Sync delays or minor issues
    • 🔴 Error: Authentication or sync failures
2

Review Sync Logs

For each integration:
  1. Click the integration card
  2. Navigate to the Logs tab
  3. Review recent sync operations
  4. Check for errors or warnings
If you see errors, refer to the Integration Troubleshooting Guide.
3

Verify Customer Data

  1. Navigate to Customers in the left sidebar
  2. Verify customers from your CRM are appearing
  3. Click into a few customer profiles to check:
    • Fields are mapped correctly
    • Revenue data is present (if you connected billing)
    • Contacts are linked properly

​
Next Steps

Complete Platform Setup

Follow the full onboarding checklist for advanced configuration

Configure More Integrations

Add support, call recordings, and data warehouse connections

Learn About Field Mappings

Deep dive into field mapping best practices

Train Your CSM Team

Share the CSM Quick Start Guide with your team

​
Common Questions

Initial sync time depends on data volume:
  • Small organizations (< 100 customers): 5-10 minutes
  • Medium organizations (100-1,000 customers): 10-30 minutes
  • Large organizations (1,000+ customers): 30-60 minutes
Ongoing syncs happen every 15 minutes and are much faster.
Yes! By default, Quivly syncs:
  • All current customers, contacts, and opportunities
  • Last 12 months of billing data
  • Last 6 months of support tickets
Contact support if you need to extend the historical sync window.
If an integration fails:
  1. You’ll see a red error status in Settings → Integrations
  2. Admins will receive an email notification
  3. Slack notifications will be sent (if configured)
  4. Review the Logs tab for error details
  5. Most errors are authentication-related and can be fixed by re-connecting
Yes! You can update field mappings anytime:
  1. Go to Settings → Objects → [Object Name]
  2. Update mappings in the Configuration tab
  3. Click Save Mappings
Note: Changes only affect future syncs, not historical data.
Need help?