Microsoft Dynamics 365 CRM + Quickbase

Create new Quickbase records every time new accounts are added in Microsoft Dynamics 365 CRM

Automate your workflow with this useful integration between Microsoft Dynamics 365 CRM and Quickbase. Whenever a new account is registered in your Dynamics 365 CRM, a corresponding record is created in Quickbase, ensuring seamless data continuity between the two platforms. This automation significantly reduces manual data entry, keeping your information up-to-date across both applications in real-time. Improve productivity and streamline your data management process today.

Automate your workflow with this useful integration between Microsoft Dynamics 365 CRM and Quickbase. Whenever a new account is registered in your Dynamics 365 CRM, a corresponding record is created in Quickbase, ensuring seamless data continuity between the two platforms. This automation significantly reduces manual data entry, keeping your information up-to-date across both applications in real-time. Improve productivity and streamline your data management process today.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Account

    Triggers when a new account is created.

    TriggerPolling
  2. automatically do this!
    QuickbaseQuickbase
    Create Record

    Creates a new record in a Quick Base table.

    ActionWrite
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Supported triggers and actions

microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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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