Integrate Quick Base with Apptivo

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

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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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best Quick Base and Apptivo Integrations

  • Quick Base Integration Apptivo Integration

    Gmail + Apptivo

    Add Employee in apptivo when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Apptivo Integration Add Employee
  • Quick Base Integration Apptivo Integration

    Gmail + Apptivo

    Create Lead to apptivo from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Apptivo Integration Create Lead
  • Quick Base Integration Apptivo Integration

    Gmail + Apptivo

    Create Opportunity to apptivo from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Quick Base Integration Apptivo Integration

    Gmail + Apptivo

    Create Case to apptivo from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Apptivo Integration Create Case
  • Quick Base Integration Apptivo Integration

    Gmail + Apptivo

    Create Contact to apptivo from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Apptivo Integration Create Contact
  • Quick Base Integration {{item.actionAppName}} Integration

    Quick Base + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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

How Quick Base & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Quick Base and Apptivo

Quick Base

Quick Base is a cloud computing company that stores and manages data such as files, documents, images, and spreadsheets. This application can be accessed on any device with an internet connection. The company was founded in 2011 by Robin Daniels and Chris Spera.

Apptivo

Apptivo is an integrated CRM and ERP system that is used for managing customer support. It is a cloud-based software that offers features like document management, contact management, and time tracking. It can be accessed on any device with an internet connection. The company started its operations in 2006 and is based out of Florida (USA.

Integration of Quick Base and Apptivo

Apptivo offers a CRM spution which can be customised to help manage customer support. This CRM spution can also be integrated with Quick Base. This integration helps businesses manage customer support effectively without much hassle. The main aim of this integration is to provide customers with an exceptional customer service experience, including the use of tops that are available for better communication. It also aids in creating a better understanding of the organisation’s customers. It increases the efficiency of the business as well as increases the productivity of the employees.

Benefits of Integration of Quick Base and Apptivo

After the integration of Quick Base and Apptivo, there are several benefits that are experienced by businesses. Some of these benefits are listed below:

There is an increase in the productivity of the employees as they are able to give their best performance by using the latest tops for communication.

The business can improve its customer service quality by using tops like live chat, social media, etc. This will help it to retain existing customers as well as attract new customers.

There is an increase in employee satisfaction as they are able to use tops that are very easy to operate. This helps them to perform their tasks more efficiently.

In today’s digitally evpving world, it has become necessary for businesses to stay competitive by offering better customer service. This can be achieved by integrating different applications together. One such application is Quick Base. It can be integrated with Apptivo so as to provide better communication with customers and aid in managing customer support effectively.

The process to integrate Quick Base and Apptivo 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.