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.

  1. When this happens...
    QuickbaseQuickbase
    New Record

    Triggers when a new record is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

    • ApplicationRequired

    • TableRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    Trigger
    Scheduled
    Try It
    • ApplicationRequired

    • TableRequired

    Action
    Write
    • ApplicationRequired

    • TableRequired

    • Record IDRequired

    Action
    Write
    • 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

    Action
    Search or write
    • ApplicationRequired

    • TableRequired

    Action
    Write
    • ApplicationRequired

    • TableRequired

    • Record IDRequired

    Action
    Write
    • 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

    Action
    Search
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
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quickbase logo

About Quickbase

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

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