Integrate Quick Base with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best Quick Base and Customerly Integrations

  • Quick Base Integration Customerly  Integration

    Gmail + Customerly

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

    Gmail + Customerly

    Create or Update User to Customerly from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Customerly  Integration Create or Update User
  • Quick Base Integration Customerly  Integration

    Gmail + Customerly

    Add User Tag in Customerly when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Customerly  Integration Add User Tag
  • Quick Base Integration Customerly  Integration

    Gmail + Customerly

    Create or Update Lead to Customerly from New Labeled Email in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Labeled Email
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Quick Base Integration Customerly  Integration

    Gmail + Customerly

    Create or Update User to Customerly from New Labeled Email in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Labeled Email
     
    Then do this...
    Customerly  Integration Create or Update User
  • 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 + Customerly in easier way

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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

How Quick Base & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Quick Base and Customerly

Quick Base?

Quick Base is a customer relationship management software that was created in 2006 by the company, Intuit Inc. Quick Base’s main focus is on developing a user-friendly system that will make it easier for users to manage their business.

Customerly ?

Customerly is an online contact management software that has been developed by the company, Customerly Ltd. Customerly’s main focus is on helping users manage their contacts and other related information. It also helps users by providing them with suggestions, reminders and also alerts them whenever there is an update or a relevant action to be taken.

  • Integration of Quick Base and Customerly
  • Integration of Quick Base and Customerly would help both companies to be able to achieve their goals. Customers could easily integrate all of their information into one database while using different software. This means that they would not have to switch between software while trying to manage their business.

    The integration of Quick Base and Customerly would also allow both software to enhance each other attributes. For example, Quick Base can help Customerly expand its normal features by giving it access to its inventory capabilities. In addition, it can also help provide better customer service to its customers as well as reduce the effort needed for their staff to manage the clients properly.

  • Benefits of Integration of Quick Base and Customerly
  • The integration of Quick Base and Customerly will help both software increase their revenue stream and also improve their bottom line. For Quick Base, integrating with Customerly allows them to reach out to more customers around the globe while giving them more flexibility and contrp over their business. For Customerly, integrating with Quick Base would allow them to expand its reach across the globe and also have better contrp over its client information. The integration of Quick Base and Customerly will allow them to achieve their goals efficiently. They will not only be able to offer a better service to their clients but also achieve it at a lower cost. Both parties would benefit from this partnership.

    The process to integrate Quick Base and Customerly 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.