Integrate Quickbase with Zoho CRM to automate your work

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Zoho CRMZoho CRM
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Quickbase with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Quickbase

A trigger is an event that starts your Zap and runs the workflow. For example, with Quickbase, a trigger could be "New Record."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Quickbase to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Quickbase to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Quickbase and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Quickbase and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Application
      Required
    • Table
      Required
    • Criteria Field
    • Criteria Operator
    • Criteria Value
    Trigger
    Scheduled
    Try It
    • Application
      Required
    • Table
      Required
    Action
    Write
    • Application
      Required
    • Table
      Required
    • Record ID
      Required
    Action
    Write
    • Application
      Required
    • Table
      Required
    • Criteria Match Condition
      Required
    • 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
    Action
    Search or write
    • Application
      Required
    • Table
      Required
    Action
    Write
    • Application
      Required
    • Table
      Required
    • Record ID
      Required
    Action
    Write
    • Application
      Required
    • Table
      Required
    • Criteria Match Condition
      Required
    • 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
    Action
    Search
  • Zoho CRM triggers, actions, and search
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It

Automate Zoho CRM: get inspired on the Zapier blog

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About Quickbase
Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.
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    About Zoho CRM
    Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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