Integrate Salesforce with Quick Base

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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.

Want to explore Salesforce + Quick Base quick connects for faster integration? Here’s our list of the best Salesforce + Quick Base quick connects.

Explore quick connects
Connect Salesforce + Quick Base in easier way

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

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Record

    Triggers when a new record is created.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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.

How Salesforce & Quick Base Integrations Work

  1. Step 1: Choose Salesforce 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 Quick Base 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 Salesforce to Quick Base.

    (2 minutes)

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

Integration of Salesforce and Quick Base

  • Salesforce
  • Salesforce is a cloud-based customer relationship management (CRM. company that was founded in 1999 by former Oracle executive Marc Benioff and Parker Harris. At that time, it was called Force.com. It is now considered to be one of the fastest growing software companies in recent history.

  • Quick Base
  • Quick Base is a web-based platform for business applications. It allows users to create business applications, run them online, and share them with others. It allows companies to do things like manage projects, track inventory, and conduct surveys. The two offerings allow for easy migration of custom apps from Salesforce to Quick Base.

  • Integration of Salesforce and Quick Base
  • With integration between Salesforce and Quick Base, any changes made in Salesforce are reflected in Quick Base immediately. This means that users do not need to manually enter data into both systems. This is especially helpful if there are multiple people working on the same project or if one person is updating information in Salesforce and another is updating information in Quick Base.

    Because there is no need to manually enter data into both systems, this also cuts down on data entry errors. This also speeds up project times, because there is no need to wait for information to be entered into both systems. Overall, this results in better productivity.

  • Benefits of Integration of Salesforce and Quick Base
  • Integration of Salesforce and Quick Base allows for ease of use. Users can work on the same document in either system without worrying about saving it in both places or merging the changes later on. It also allows for more efficient cplaboration between people who are working on the same project or task.

    The process to integrate 403 Forbidden and 403 Forbidden 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm