Integrate Quick Base with Freshworks CRM

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

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best Quick Base and Freshworks CRM Integrations

  • Quick Base Integration Freshworks CRM Integration

    Gmail + Freshworks CRM

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

    Gmail + Freshworks CRM

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

    Gmail + Freshworks CRM

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

    Gmail + Freshworks CRM

    Add Appointment in Freshworks CRM when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Quick Base Integration Freshworks CRM Integration

    Gmail + Freshworks CRM

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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

How Quick Base & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Quick Base and Freshworks CRM

Quick Base

Quick Base is an easy-to-use, desktop software that allows users to create custom business applications without writing a single line of code. It has been integrated with Freshworks CRM to bring a good range of features for the users.

Freshworks CRM

Freshworks CRM is a cloud-based application that helps enterprises in getting more leads and sales. Being a customer relationship management top, it lets the user to effectively manage their online contacts, engage in a conversation with them and convert them into a lead or a customer.

Integration of Quick Base and Freshworks CRM

The integration of Quick Base and Freshworks CRM helps the user in managing contacts from Quick Base in Freshworks CRM. This will help them in creating a better customer experience by engaging in a conversation with the customers on Freshworks CRM. In addition to this, one can also see the previous activities of the contacts and this helps in understanding more about them.

Benefits of Integration of Quick Base and Freshworks CRM

The integration of Quick Base and Freshworks CRM offers several benefits. The basic benefit is that one can integrate data from Quick Base and view it on Freshworks CRM. It also provides the user with the ability to create reports based on the data from both of these tops. This is beneficial as it gives an insight into the activity of the contacts and helps one to understand more about them. Another benefit is that one can view details such as who invited them to come onto Freshworks CRM, what they did while they were there, what they viewed and what they closed. All these details allow one to get more information about their clients and leads and increase engagement and conversion rates.

In conclusion, the integration of Quick Base and Freshworks CRM helps one gain better insights into their leads and customers. This can be used to create a better customer experience and increase conversion rates.

The process to integrate Quick Base and Freshworks 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.