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.
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
Gmail + CustomerlyCreate or Update Lead to Customerly from New Attachment in Gmail Read More...
Gmail + CustomerlyCreate or Update User to Customerly from New Attachment in Gmail Read More...
Gmail + CustomerlyAdd User Tag in Customerly when New Attachment is created in Gmail Read More...
Gmail + CustomerlyCreate or Update Lead to Customerly from New Labeled Email in Gmail Read More...
Gmail + CustomerlyCreate or Update User to Customerly from New Labeled Email in Gmail Read More...
It's easy to connect Quick Base + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a new record is created.
Triggers when a new lead is created.
Triggers when a new user is created.
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.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
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 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 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.
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.