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Pipelines - Adding a new record from external system and attaching it to its parent in QuickBase

  • 1.  Pipelines - Adding a new record from external system and attaching it to its parent in QuickBase

    Posted 5 days ago
    I have an Account (parent record) with multiple Contacts (child records) in Salesforce. I have created a Pipeline to add a new Customer in QuickBase when an Account is created in Salesforce. How do I create a Pipeline to add a new Contact in QuickBase when a Contact is created in Salesforce and automatically attach it to the correct Customer?

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    SFDC Salesforce
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  • 2.  RE: Pipelines - Adding a new record from external system and attaching it to its parent in QuickBase

    Posted 5 days ago
    I think that you would need to have a step in the Pipeline which would search for the 1st "Account" that Matches the Account of the Contact.  If sales force has and Account ID# you could match on that or else match on the Account name.

    I see that there is also a native Quick Base  Connected Sync table options to connect to Sales Force,  That may be easier to set up.

    https://help.quickbase.com/user-assistance/connecting_to_Salesforce.html

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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