Integrate Quick Base with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between Quick Base and Salesmate.io

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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best Quick Base and Salesmate.io Integrations

  • Quick Base Integration Salesmate.io Integration

    Gmail + Salesmate.io

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

    Gmail + Salesmate.io

    Create Company to Salesmateio from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Salesmate.io Integration Create Company
  • Quick Base Integration Salesmate.io Integration

    Gmail + Salesmate.io

    Create Deal to Salesmateio from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Quick Base Integration Salesmate.io Integration

    Gmail + Salesmate.io

    Create Activity to Salesmateio from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Quick Base Integration Salesmate.io Integration

    Gmail + Salesmate.io

    Update Contact in Salesmateio when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Salesmate.io Integration Update Contact
  • 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 + Salesmate.io in easier way

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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.

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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

How Quick Base & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Quick Base and Salesmate.io

Quick Base

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

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.

Integration of Quick Base and Salesmate.io

There are two ways of connecting Salesmate.io and Quick Base.

  • Connecting via API

This method is necessary if the integration must be done by the user himself/herself. There are 3 steps to accomplish this task:

  • Create a new app in Salesmate.io
  • Get the app’s API Key from Salesmate.io
  • Enter the app’s API Key in Quick Base through the Admin Conspe > Manage > Applications tab > New Application page

  • 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.