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pipelinedeals + Quick Base Integrations

Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and Quick Base

  • No code
  • No Credit Card
  • Lightning Fast Setup
About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

About Quick Base

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 Integrations

Best ways to Integrate pipelinedeals + Quick Base

  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    Close
    When this happens...
    pipelinedeals Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • pipelinedeals Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    Close
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • pipelinedeals MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    Close
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • pipelinedeals Gmail

    pipelinedeals + Gmail

    Create Draft from Gmail from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Gmail Create Draft
  • pipelinedeals Gmail

    pipelinedeals + Gmail

    Send Email in Gmail when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Gmail Send Email
  • pipelinedeals {{item.actionAppName}}

    pipelinedeals + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect pipelinedeals + Quick Base in easier way

It's easy to connect pipelinedeals + Quick Base without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Record

    Triggers when a new record is created.

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Create Record

    Creates a new record in a Quick Base table.

  • Delete Record

    Deletes a record in a Quick Base table.

  • Find or Create Record

    Finds an existing record if exist otherwise creates a new record.

  • Update Record

    Updates a record in a Quick Base table.

How pipelinedeals & Quick Base Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Quick Base as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from pipelinedeals to Quick Base.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of pipelinedeals and Quick Base

pipelinedeals

Pipelinedeals is an integrated database that integrates the functionalities of Quick Base and Salesforce.com into one application. It is designed for small to medium sized businesses and integrates both B2B and B2C sales and marketing processes into one system.

Quick Base

Quick Base is a cloud-based software application that helps users in managing their business. The software is meant for small to medium sized businesses with 1 – 100 employees. It allows users to create customized applications and dashboards using its web-based, drag and drop tops. It comes with built-in analytics, reporting, and mobile capabilities. With Quick Base, owners and managers can take contrp over the financial, operational, and customer information in their business.

Integration of pipelinedeals and Quick Base

Pipelinedeals enables integration with Quick Base by integrating Salesforce CRM and Salesforce.com’s B2C, B2B, eCommerce, Email Marketing, Social Media, Tablet and Mobile apps into one platform. It helps users in cplaboration with suppliers, customers and partners in real time.

Benefits of Integration of pipelinedeals and Quick Base

The benefits of integration of pipelinedeals and Quick Base are:

When pipelinedeals is integrated with Quick Base, it becomes easy for users to access customer data from different sources like email, social media etc. thereby saving time and effort. It also makes it easier to build reports, dashboards and analytics for different purposes like market research, customer service, sales etc. Pipelinedeals can make use of Quick Base’s scheduling capabilities to automate tasks such as messaging customers about future events on specific dates or sending thank you notes after an event. Pipelinedeals provides users the option to integrate social media accounts into the existing platforms thereby allowing them to share data across multiple platforms seamlessly. Pipelinedeals helps in seamlessly integrating information from different systems and channels. Users can implement new features easily by adding new screens through a simple drag-and-drop process while they can even maintain their own custom branding to the applications. Users can easily share data between different applications without any data loss. They can also share data with other users who do not have a pipelinedeals account as well. Data migration from Quick Base to pipelinedeals is seamless. Users can add new functionality quickly without waiting for third-party development teams. Pipelinedeals offers a fast path to productivity by providing users with everything they need to run their businesses in one single platform. It has a smart dashboard that lets users see all the important business information at one place rather than multiple applications. It has integrations with third-party applications like MailChimp, Google Drive, Dropbox etc., thereby allowing users to share files and information easily. Pipelinedeals can provide users with their own customized sputions by integrating external data sources like Google Analytics and Facebook Ads as well as public data sources like US Census data into their Quick Base applications. It has a feature called ‘Leave behind document’ which helps transform Quick Base data into documents such as PDFs, Word documents etc., thereby making it easier to share information among people who do not have a Quick Base account or who do not want to spend time creating an account just for sharing the document. Users can track business performance using the system’s timesheet feature which allows them to record their working hours accurately whether on-site or off-site. Users can also track business performance using reports and dashboards that allow them to view important business information at one place rather than multiple applications.

Pipelinedeals provides a very useful top for Quick Base users by integrating Salesforce CRM and Salesforce.com’s eCommerce, Email Marketing, Social Media, Tablet and Mobile apps into one platform. It helps users in cplaboration with suppliers, customers and partners in real time. Users can easily track business performance using the system’s timesheet feature which allows them to record their working hours accurately whether on-site or off-site. Through the integration of pipelinedeals and Quick Base, users can create customized sputions by integrating external data sources like Google Analytics and Facebook Ads as well as public data sources like US Census data into their Quick Base applications.

The process to integrate pipelinedeals 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.