Capsule CRM + Quickbase

Update Quickbase records with new or updated Capsule CRM contacts

Keep your CRM and database in sync with this seamless workflow. When a new or updated contact is detected in Capsule CRM, it automatically updates the corresponding record in Quickbase. Stay organized and ensure your data is always up-to-date with this efficient automation.

Keep your CRM and database in sync with this seamless workflow. When a new or updated contact is detected in Capsule CRM, it automatically updates the corresponding record in Quickbase. Stay organized and ensure your data is always up-to-date with this efficient automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    QuickbaseQuickbase
    Update Record

    Updates a record in a Quick Base table.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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quickbase logo
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About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.
Learn more

Related categories

  • Databases

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