Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems.
Quick Base IntegrationsAgile CRM + Gmail
Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...Agile CRM + MailChimp
Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...It's easy to connect Agile CRM + Quick Base without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers when a new record is created.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a new record in a Quick Base table.
Deletes a record in a Quick Base table.
Finds an existing record if exist otherwise creates a new record.
Updates a record in a Quick Base table.
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(2 minutes)
Agile CRM is a software that helps in sales, marketing, customer relationship management, and sales forecasting. It has several functions including sales pipeline, customer lifecycle management, lead generation, project planning, revenue forecasting, resource management, expense management, etc.
Quick Base is a cloud-based app development platform for creating applications quickly. It serves as a database for business data. It helps in creating an application in the cloud ecosystem. It also provides an easy way to share data between multiple users without any issues.
Integration of Agile CRM and Quick Base helps in increasing the productivity of the company. It saves time by automating processes. It also improves the efficiency of the team by providing real-time information. There are some benefits of integration of Agile CRM and Quick Base which are listed below:
It is possible to synchronize data between Agile CRM and Quick Base. If there is an update in Agile CRM it will be updated in Quick Base automatically without any manual intervention. This saves time and effort of the organization.
Reports can be configured in Agile CRM to automatically get updated in Quick Base. A report can be written in Quick Base which automatically gets updated in Agile CRM. It has many advantages like it is easier to maintain reports in one place, readability of reports increases, and most importantly it saves time and effort of the organization.
It is possible to configure email integration with Agile CRM and Quick Base. For example if a new contact is added in Agile CRM it will be updated in Quick Base automatically without any manual intervention. This will save time and efforts of the organization.
It is possible to configure workflow integration between Agile CRM and Quick Base. For example when a user creates an opportunity in Agile CRM then it will be automatically created in Quick Base without any manual intervention. This saves time and efforts of the organization.
It is possible to configure dashboard integration between Agile CRM and Quick Base. For example if a user changes an opportunity in Quick Base then it will be updated in Agile CRM automatically without any manual intervention. This saves time and efforts of the organization.
It is possible to integrate mobile devices with Agile CRM and Quick Base. For example if a user updates an opportunity then it will be updated on mobile devices automatically without any manual intervention. This saves time and efforts of the organization.
There are several benefits of integration of Agile CRM and Quick Base which are listed below:
The process to integrate Agile CRM and Quick Base may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.