What is Quickbase Phone System Integration?
Quickbase phone system integration connects your telephony platform to Quickbase’s low-code platform, enabling seamless call tracking, automated workflows, and centralized communication across your organization.
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Automation
at Its Best
Automate routine tasks, boost productivity, and stay focused on what matters most
Experience the power of automation as your phone system seamlessly integrates with Quickbase. From call logging to task creation and reporting, every step is optimized to save time and reduce errors. With smart workflows, your team can focus on high-value activities while the system handles the rest.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Supported Phone Systems and Providers
We support integrations with a wide range of phone systems, including:
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RingCentral
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Zoom Phone
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Twilio
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8x8
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Dialpad
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Aircall
Custom Integrations Available: If your phone system is not listed, our team can build a custom integration to meet your needs.
Key Features of Quickbase Integration
Automatic Call Logging
- Automatically log incoming and outgoing calls in Quickbase, complete with timestamps, caller IDs, and call notes.
Real-Time Caller Insights
- Instantly view caller information and relevant project or workflow data within Quickbase when a call comes in.
Workflow Automation
- Trigger automated workflows based on call events, such as follow-up reminders, task creation, or updates to records.
Click-to-Call Functionality
- Initiate calls directly from Quickbase records with a single click, saving time and simplifying communication.
Task and Record Linking
- Attach call logs and notes to relevant Quickbase records, such as projects, tasks, or clients, for centralized tracking.
How It Works?
1
Initial Assessment
We evaluate your current phone system and NetSuite setup to understand your needs.
2
Integration & Configuration
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Connect your VoIP provider (e.g., RingCentral, Twilio, 8x8) or PBX system with NetSuite.
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Configure call logging, click-to-call, and reporting features.
3
Testing & Training
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Conduct comprehensive testing to ensure smooth operation.
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Train your team on how to use the integrated system efficiently.
4
Ongoing Support
Train your team on using the integration effectively.
Provide ongoing support and updates to ensure long-term success.
Voice
The complete business phone system
Set up new phone lines and custom call routing in minutes for teams around the world. All you need is the app.
Video
Powered video meetings
Meet in HD and never take notes again. Intouch’s video meetings have HD call and video quality with the ability to record meetings .
Messaging
Unlimited team messaging
Collaborate 1:1 or get organised in messaging channels for any project, topic or team.
Where work comes together