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.
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.Salesmate.io Integrations
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It's easy to connect Quick Base + Salesmate.io without coding knowledge. Start creating your own business flow.
Triggers when a new record is created.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal 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.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Quick Base is a cloud-based software spution for fast-growing companies, entrepreneurs, and venture capitalists. It helps users streamline their workflows with the creation of rapid prototypes, real-time analytics, and real-time data sharing across departments or partners (“Quicker Way to Build Apps with Quick Base”.
Salesmate.io is an automation platform that manages the tasks invpved in sales processes. The platform is designed to remove manual work and to empower sales teams with useful information about prospects and leads (Idzorek, 2017.
There are two ways of connecting Salesmate.io and Quick Base.
This method is necessary if the integration must be done by the user himself/herself. There are 3 steps to accomplish this task:
Connecting via Salesmate.io Integration Topkit* (*Beta version)
This option is available only for Pro customers. The topkit requires a little bit more time to set up but it saves a lot of time since you don’t have to write any code. It also guarantees the highest possible performance as no third-party APIs are used.
After installing the Salesmate Add-in for Quick Base, you can create a new application in Salesmate.io after which you need to select Quick Base as your preferred integration method from within the Add-in’s dropdown menu. You will then need to fill out a few fields, such as a Salesmate application ID, a primary key identifier for each record, and a secondary key identifier for each record. Finally, you will need to update the Quick Base application definition(s. by going to Admin Conspe > Manage > Applications tab > New Application page and entering these details. an identifier, an application type, and login credentials for each application you created in Salesmate.io (Idzorek, 2017.
The integration of Quick Base and Salesmate allows users to save time by automating many routine tasks related to the high vpume of data that can be handled by both platforms separately . For example, Salesmate allows users to automate the process of opening and closing deals while Quick Base simplifies the process of creating reports and exporting them into various formats (Idzorek, 2017. The integration also provides users with access to relevant information at all times, which means no more searching for manually recorded data (Idzorek, 2017. This way, Quick Base serves as a data source for Salesmate, which processes data real-time and provides users with information about the latest opportunities and leads (Idzorek, 2017.
The process to integrate Quick Base and Salesmate.io 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.