Integrate Quick Base with Zoho CRM

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best Quick Base and Zoho CRM Integrations

  • Quick Base Integration Zoho CRM Integration

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
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    Quick Base Integration New Email
     
    Then do this...
    Zoho CRM Integration Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Quick Base Integration Zoho CRM Integration

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
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    Quick Base Integration New or Updated Spreadsheet Row
     
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    Zoho CRM Integration Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Quick Base Integration Zoho CRM Integration

    Paypal + Zoho CRM

    Add customers on PayPal to Zoho CRM Read More...
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    When this happens...
    Quick Base Integration Successful Sale
     
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    Zoho CRM Integration Create/Update Contact
    PayPal Zoho CRM integration from Appy Pie Connect not only saves time involved in manually adding the customers, but also helps you establish a long-term relationship with customers. Once this connect is active, a new contact would be created automatically in your Zoho CRM account every time a new successful purchase is made on your PayPal account.
    How This Connect Works
    • A new sale happens in your PayPal account
    • Based on the sale, Appy Pie Connect adds the new contact in your Zoho CRM account
    What Do You Require
    • A PayPal account
    • A Zoho CRM account
  • Quick Base Integration Zoho CRM Integration

    MailChimp + Zoho CRM

    Create Leads in Zoho CRM From New Mailchimp Subscribers Read More...
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    Quick Base Integration New Subscriber
     
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    Zoho CRM Integration Create/Update Lead

    Mailchimp is one of the best email marketing platforms that let you extend your customer reach. Not only this, it easily integrates with thousands of other apps you may find useful for your business. With Appy Pie Connect, you can integrate MailChimp and Zoho CRM without writing a single line of code. After setting this integration up, Appy Pie Connect will automatically add every new Mailchimp list subscriber to Zoho CRM as a new lead.

    Note: This integration doesn't create Zoho CRM leads from Mailchimp subscribers who are already there in the list, but only the new subscribers added to the list after you’ve set it up.

    How This Mailchimp – Zoho CRM Integration Works
    • A new subscriber is added to a Mailchimp list.
    • Appy Pie Connect adds that subscriber to Zoho CRM as a new lead.
    What You Need
    • A Zoho CRM Account
    • A Mailchimp Account
  • Quick Base Integration Zoho CRM Integration

    MailChimp + Zoho CRM

    Add Contacts in Zoho CRM Whenever Mailchimp Subscribers are Updated Read More...
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    Quick Base Integration Updated Subscriber
     
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    Zoho CRM Integration Create/Update Contact
    Looking for an easy way to add Mailchimp subscribers in Zoho CRM the moment they are updated? This integration can do just that and more for you. Once active, whenever someone updates their email address in Mailchimp, Appy Pie Connect will automatically update that contact in Zoho CRM. This integration helps you build and grow your CRM database.
    How this Mailchimp – Zoho CRM integration works
    • How this Mailchimp – Zoho CRM integration works
    • Appy Pie Connect updates the corresponding contact in Zoho CRM
    What You Need
    • A Mailchimp Account
    • A Zoho CRM Account
  • Quick Base Integration {{item.actionAppName}} Integration

    Quick Base + {{item.actionAppName}}

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Connect Quick Base + Zoho CRM in easier way

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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

How Quick Base & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Quick Base and Zoho CRM

Quick Base

Quick Base is a product suite that allows users to create databases, forms, reports, and dashboards for various purposes. It also offers the possibility to create custom apps for different uses. The product is available in three versions. Pro, Enterprise, and Starter.

Zoho CRM

Zoho CRM is a customer relationship management software. It allows you to gather information about your customers in one place. You can also organize your prospects in lists, send emails, track the time spent on each client, or schedule fplow-ups.

Integration of Quick Base and Zoho CRM

If you are using both products, you can link them together to create a powerful data management system. Zoho CRM can be integrated with Quick Base to share data between the two applications. For example, if you are using Zoho CRM to manage your clients’ information but want to use Quick Base to create invoices, you can simply link the two systems through the Zoho CRM API.

This integration is perfect for small businesses that need to use different data management tops for different purposes. It allows them to have all the information about their clients in one place without having to switch tops constantly.

Benefits of Integration of Quick Base and Zoho CRM

The integration of Quick Base and Zoho CRM comes with many benefits. First of all, it allows you to save time by using one system instead of two. Instead of creating an invoice in Quick Base and then having to input the same information into Zoho CRM, you can simply use Quick Base for everything. The two applications also work seamlessly together, so it’s easy to update information in one application if needed. This allows you to find clients’ information quickly when you need it. It also gives you the flexibility to change your business practices easily if necessary. For example, if your business model changes and you want to start using Zoho CRM for invoicing, you can just update your current database. Lastly, this integration allows you to access both platforms from anywhere at any time. If you are traveling and need to get information about one of your clients, you can simply log onto your company website and access both systems. By integrating Quick Base and Zoho CRM, you can eliminate the need for multiple tops while still keeping all the information about your clients organized in one place.

The process to integrate Quick Base and Zoho 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.