Quickbase + Salesforce
Create new Salesforce contacts from new Quickbase records
Boost your business relationships by effortlessly maintaining your Salesforce contacts. With this workflow, when a new record is added in Quickbase, a new contact is created in Salesforce. This smooth process keeps your Salesforce contacts updated and ready for relationship building. Stay organized, productive, and connected with your clients without the hassle of manual entry.
Boost your business relationships by effortlessly maintaining your Salesforce contacts. With this workflow, when a new record is added in Quickbase, a new contact is created in Salesforce. This smooth process keeps your Salesforce contacts updated and ready for relationship building. Stay organized, productive, and connected with your clients without the hassle of manual entry.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Create Contact
Creates a new contact.
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ApplicationRequired
TableRequired
Criteria Field
Criteria Operator
Criteria Value
Try ItApplicationRequired
TableRequired
ApplicationRequired
TableRequired
Record IDRequired
ApplicationRequired
TableRequired
Criteria Match ConditionRequired
Criteria Field
Criteria Operator
Criteria Value
Criteria Set 2: Field
Criteria Set 2: Operator
Criteria Set 2: Value
Criteria Set 3: Field
Criteria Set 3: Operator
Criteria Set 3: Value
Criteria Set 4: Field
Criteria Set 4: Operator
Criteria Set 4: Value
Criteria Set 5: Field
Criteria Set 5: Operator
Criteria Set 5: Value
Sort Field
Sort Order
ApplicationRequired
TableRequired
ApplicationRequired
TableRequired
Record IDRequired
ApplicationRequired
TableRequired
Criteria Match ConditionRequired
Criteria Field
Criteria Operator
Criteria Value
Criteria Set 2: Field
Criteria Set 2: Operator
Criteria Set 2: Value
Criteria Set 3: Field
Criteria Set 3: Operator
Criteria Set 3: Value
Criteria Set 4: Field
Criteria Set 4: Operator
Criteria Set 4: Value
Criteria Set 5: Field
Criteria Set 5: Operator
Criteria Set 5: Value
Sort Field
Sort Order
New Case Attachment
Triggers when a new Attachment is added to a case.
Try It
