Connect Circleback with an API key under Data → Integrations → Circleback. Quivly imports accessible meetings from the last 90 days and uses attendees to match them to customer accounts. Subsequent updates sync automatically.Available detail depends on the meetings your key can access and the content Circleback provides. Check a known customer after setup to confirm the matching and imported conversation.Follow the Circleback setup guide.
Update archive
Connect Circleback recordings to customer accounts
Bring accessible Circleback meeting notes, transcripts, and action items into customer context.