Close + Quickbase

Create Quickbase records for new Close opportunities effortlessly

Effortlessly keep track of new opportunities in Close by creating records in Quickbase with this seamless workflow. When a new opportunity arises in Close, the automation will add the relevant details to a Quickbase record. Stay organized and save time by integrating these two powerful apps for managing your opportunities efficiently.

Effortlessly keep track of new opportunities in Close by creating records in Quickbase with this seamless workflow. When a new opportunity arises in Close, the automation will add the relevant details to a Quickbase record. Stay organized and save time by integrating these two powerful apps for managing your opportunities efficiently.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  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

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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quickbase logo
quickbase logo

About Quickbase

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

Related categories

  • Databases

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