Integrate Quick Base with Agile CRM

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

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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.

About Agile CRM

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.

Agile CRM Integrations
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Best Quick Base and Agile CRM Integrations

  • Quick Base Integration Agile CRM Integration

    Google Sheets + Agile CRM

    Update Agile CRM Contacts with new Google Sheets Rows Read More...
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    When this happens...
    Quick Base Integration New Spreadsheet Row
     
    Then do this...
    Agile CRM Integration Create Contact
    Connect your Google Sheets to Agile CRM and automate the tedious tasks in your workflow. Our automation platform allows you to sync the two apps in just a few minutes without any coding skills. After setting up this integration, every time a new row is added in your Google Sheets, Appy Pie Connect will automatically add it as a new contact in Agile CRM. Set up this integration and reach your target audience without any additional hassle.
    How This Integration Works
    • A new row is added on Google Sheets
    • Appy Pie Connect will automatically create a new contact in Agile CRM
    What You Need for this Integration
    • A Google account
    • An Agile CRM account
  • Quick Base Integration Agile CRM Integration

    Google Sheets + Agile CRM

    Create new deals in Agile CRM for every new row in Google Sheets Read More...
    Close
    When this happens...
    Quick Base Integration New Spreadsheet Row
     
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    Agile CRM Integration Create Deal
    Stay on top of the new deals by integrating your Agile CRM and Google Sheets with Appy Pie Connect. Once this Google Sheets – Agile CRM integration is all set up, whenever a new row is added to Google Sheets, it will automatically be added to Agile CRM as a new deal. This integration is designed to improve your customer services
    How This Integration Works
    • A new row is added in Google Sheets
    • Appy Pie Connect creates a deal in Agile CRM
    What You Need
    • An Agile CRM Account
    • A Google account
  • Quick Base Integration Agile CRM Integration

    Google Calendar + Agile CRM

    Add contact in Agile CRM from Google Calendar events Read More...
    Close
    When this happens...
    Quick Base Integration New Event Matching Search
     
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    Agile CRM Integration Create Contact

    Let your Agile CRM contact list grow automatically with Google Calendar – Agile CRM automation from Appy Pie Connect. Once this integration is active, whenever you search for a particular Google Calendar event, Appy Pie Connect will automatically add the new contacts in Agile CRM. This integration can surely help you grow your Agile CRM contact list for more business.

    Note: You need to include your contact name and email in the Google Calendar event description or title to create a contact from your event. You can also include named variable in your event description to include more info.

    How this Integration Works
    • Whenever you add a new Google Calendar event matching your search criteria
    • Appy Pie Connect creates a new contact in Agile CRM
    What You Need
    • A Google account
    • An Agile CRM Account
  • Quick Base Integration Agile CRM Integration

    MailChimp + Agile CRM

    Add every new MailChimp subscriber to Agile CRM contacts Read More...
    Close
    When this happens...
    Quick Base Integration New Subscriber
     
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    Agile CRM Integration Create Contact
    Set up this MailChimp – Agile CRM integration and we will add more value to your Agile CRM contact list. After setting up this integration, whenever a new subscriber is added to MailChimp, Appy Pie Connect will create a new contact in Agile CRM, enabling you to handle your customer relationship management and marketing campaigns at the same time. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Gmail-Trello integration works
    • A new subscriber is added to MailChimp
    • Appy Pie Connect creates a contact on Agile CRM
    What You Need
    • An Agile account
    • A MailChimp account
  • Quick Base Integration Agile CRM Integration

    Facebook Lead Ads + Agile CRM

    Create Contacts on Agile CRM for Every New Response on Facebook Lead Ads Read More...
    Close
    When this happens...
    Quick Base Integration New Lead
     
    Then do this...
    Agile CRM Integration Create Contact
    Leads are the life blood of your business. Without leads, your business will not grow. So, whenever you get a new lead, you must capitalize on it as quickly as possible. With this integration, Appy Pie Connect automatically captures every new lead that fills out your Facebook ad, copying their information into Agile CRM with every detail that you need for your follow-up process.
    How this Facebook Lead Ads-Agile CRM integration works
    • A new lead shows interest on Facebook Lead Ad
    • Appy Pie Connect creates a new contact for it on Agile CRM
    What You Need
    • A Facebook Lead Ads account
    • An Agile CRM account
  • Quick Base Integration {{item.actionAppName}} Integration

    Quick Base + {{item.actionAppName}}

    {{item.message}} Read More...
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    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Quick Base + Agile CRM in easier way

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • 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.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Quick Base & Agile CRM Integrations Work

  1. Step 1: Choose Quick Base 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 Agile CRM 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 Quick Base to Agile CRM.

    (2 minutes)

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

Integration of Quick Base and Agile CRM

Quick Base

Agile CRM

Integration of Quick Base and Agile CRM

Benefits of Integration of Quick Base and Agile CRM

Introduction

Quick Base

Quick Base is an application that allows users to develop applications. The program is built around a visual process builder, which lets users create applications without writing code. The program also includes built in analytics tops that let users track their application’s performance.

Agile CRM

Agile CRM is a cloud-based open source platform for managing customer interactions. It provides the functionality of a traditional CRM system, but with an emphasis on quick data entry, mobile access, and cplaboration. The underlying technpogy is based on agile software development techniques, hence the term “agile”.

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Integration of Quick Base and Agile CRM

The integration of Quick Base and Agile CRM will help companies in different ways. The integration will allow the two programs to combine their strengths to create a user friendly interface, increase efficiency in workflow processes, and deliver relevant data in real time. The integration will also benefit the company by reducing costs, improving security, and improving business analysis. Because it will be easier to create new applications, the company will be able to respond quickly to market changes. The integration will also allow users to share any relevant information between applications. Finally, the integration will enable the company to monitor its performance through real time reporting.

Benefits of Integration of Quick Base and Agile CRM

Users can use Quick Base to create an application that fits their company’s specific needs. For example, if the company wants to track clients or sales leads, then Quick Base can be used to create an application that users can easily update. Users can then use the application to store data about customers, sales leads, or any other important contacts. The application can include an easy to read chart that highlights current sales opportunities, recent sales made by certain employees, or any other relevant information. Users can also use Quick Base to create an application that tracks time worked by employees, sales made by sales employees, or any other relevant information. This type of information can be useful for creating reports that highlight sales trends over the past few months or years. Users can use Quick Base to track contact information, such as names and addresses. This information can then be used for creating mailing lists or sending out newsletters to potential customers. Users can also use Quick Base to track information about customers who have purchased specific products in the past year. For example, customers who bought Johnson & Johnson’s baby shampoo last year may be interested in buying it again this year. Users can also use Quick Base to create projects for certain customers. The company can decide which projects each customer needs to complete before they are allowed to purchase additional products. Then when customers purchase products, they can enter their corresponding project numbers into Quick Base in order to receive credit for completing projects. Users can also use Quick Base to track medical information about customers who come into the clinic or hospital. This information can then be used for patient outreach programs or website updates about health information for specific patients. Additionally, users can use Quick Base to create forms for customers who renew their contracts at the end of the year. Customers will be able to fill out these forms online instead of having to come into the office or make phone calls. Users can also use Quick Base to create performance tracking systems for employees. Employees can enter their hours worked into Quick Base in order to track their performance over several months or years. This information can then be used for giving raises or bonuses based on merit rather than seniority within the company. Users can also use Quick Base to create surveys that customers fill out when they visit the company website or shop at a physical location. This information can then be used for reworking the company’s website or targeting specific communities with advertisements about upcoming promotions or new product releases . Finally, users can use Quick Base to organize documents related to their company’s business dealings with each customer. For example, users can create a document that contains copies of all emails back and forth between them and a customer about a specific order or project. Users can then access this document whenever they need to refer back to it later within Quick Base .

The process to integrate Quick Base and Agile CRM 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.