Integrate Quick Base with Microsoft Dynamics CRM

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

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Best Quick Base and Microsoft Dynamics CRM Integrations

  • Quick Base Integration Microsoft Dynamics CRM Integration

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Quick Base Integration New Account
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Quick Base Integration Microsoft Dynamics CRM Integration

    Gmail + Microsoft Dynamics CRM

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

    Gmail + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Quick Base Integration Microsoft Dynamics CRM Integration

    Gmail + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Quick Base Integration Microsoft Dynamics CRM Integration

    Gmail + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • 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 + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    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.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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

How Quick Base & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Quick Base and Microsoft Dynamics CRM

Microsoft Quick Base is a cloud-based business management software for small and mid-sized businesses. It is a cloud-based application that helps companies to store, share and manage data such as sales leads, customer accounts, product details and so on. Quick Base is an all-in-one business management spution that provides various functionalities such as CRM, ERP, project management and more.

Quick Base is developed by the American software company Salesforce.com and it is used worldwide by millions of customers for their business. Microsoft Corporation acquired Quick Base in early 2016 and now is one of the products of Microsoft’s business tops section.

Microsoft Dynamics CRM is a customer relationship management (CRM. software developed by Microsoft. It is designed to help businesses manage their sales, marketing and customer service tasks with the help of a single platform.

Integration of Quick Base and Microsoft Dynamics CRM

Integration of Quick Base and Microsoft Dynamics CRM is the process of connecting the data from Quick Base with Microsoft Dynamics CRM. This integration can be established using Microsoft Dynamics CRM connector for Quick Base (a free connector that enables connection between Microsoft Dynamics CRM and Quick Base. The connector can be installed in either Microsoft Dynamics CRM or Quick Base. However, the connector must be installed only in one of these two platforms. Moreover, once the connector is installed in one of the platforms, it cannot be moved to the other platform.

After the connector is installed, it will automatically establish a connection between both platforms. After that, the data stored in Quick Base can be retrieved by Microsoft Dynamics CRM through this connector. Additionally, changes made in Microsoft Dynamics CRM can also be reflected in Quick Base through this connector. For example, if any new lead is added to Microsoft Dynamics CRM, it will also appear in Quick Base after adding this new lead. Similarly, if any information related to a contact or account is modified in Microsoft Dynamics CRM, that information will also be updated in Quick Base.

Benefits of Integration of Quick Base and Microsoft Dynamics CRM

The biggest advantage of integrating Quick Base to Microsoft Dynamics CRM is that all information related to contacts, accounts, leads or other business data can be accessed from a single place. Thus, users do not have to switch between different software programs to view their data. This integration saves time for users as they do not have to switch between different software programs to access their data. Furthermore, all data stored in Quick Base can be viewed through mobile applications which are available for both iOS and Android devices. So, users can access their data anytime anywhere even when they are away from their desktops or laptops.

Integrating Quick Base to Microsoft Dynamics CRM helps businesses to reduce redundancy in business data cplection and improvement in productivity. Employees do not have to spend hours accessing data from different software programs. They can access important information within seconds through one platform i.e., Microsoft Dynamics CRM. Hence, organizations can benefit from greater efficiency and productivity by integrating Quick Base with Microsoft Dynamics CRM.

The process to integrate Quick Base and Microsoft Dynamics 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.