Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
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.Quick Base Integrations
Gmail + Salesmate.ioUpdate Contact in Salesmateio when New Attachment is created in Gmail Read More...
It's easy to connect Salesmate.io + Quick Base without coding knowledge. Start creating your own business flow.
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.
Triggers when a new record is created.
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.
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.
Salesmate.io and Quick Base are business applications that can be integrated and used together. They provide small and medium-sized businesses with the ability to create and manage databases and forms. Additionally, Salesmate.io offers tops that help track, schedule and organize sales processes for small and medium-sized businesses. Quick Base is a cloud application that allows users to create forms as well as pull reports from the forms.
Salesmate.io and Quick Base can be integrated for a variety of reasons. When these two applications are integrated, users can view data from Salesmate.io in Quick Base.
In addition, using both applications together provides a wide range of benefits for Quick Base users. According to a study published by TechTarget, “70% of small businesses use Quick Base” (TechTarget, 2017. By integrating Quick Base with Salesmate.io, small businesses can enjoy additional features not previously available to them. In addition, users can combine Quick Base forms with their Salesmate.io workflow. One example of this is a form that provides information about the client, such as their contact information, which is important when scheduling appointments. This form can be created in Quick Base and integrated with Salesmate.io so users can access it easily from their Salesmate.io dashboard. Additionally, users can integrate a workflow that connects a new appointment to a specific customer record in Salesmate.io.
Another benefit of combining Quick Base with Salesmate.io is improved efficiency of the sales process itself. A study conducted by Hubspot found that “95% of all leads never convert into customers” (HubSpot, 2018. If the sales process is inefficient, it may be difficult to convert leads into actual customers. However, if the sales process is efficient, it will be easier to connect with leads because there won’t be any lag time between receiving a lead and contacting that lead for an appointment or meeting. The study also found that “only 25% of small business owners have a clear process in place for turning leads into customers” (HubSpot, 2018. By integrating Salesmate.io with Quick Base, users will have an easier time tracking each lead they receive while also having an easy way to schedule their appointments or meetings.
Salesmate.io and Quick Base can be integrated in order to make the sales process more efficient for small businesses. Integrating Salesmate.io with Quick Base allows users to view data from Salesmate.io in Quick Base, which is useful when scheduling appointments or meetings with potential clients. In addition, integrating Quick Base with Salesmate.io allows users to combine data from their existing Quick Base forms with their Salesmate.io workflow. This allows users to track their prospects more efficiently while also making it easier to schedule each meeting.
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