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Connecting Quick Base to Phone System

  • September 4, 2020
  • 0 replies
  • 44 views
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This is uncharted territory for me but curious if anyone has had experience with integrating a phone system with Quick Base to grab the caller data and populate into a Lead record inside Quick Base...Any takers? Mark? Sean? lol

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Todd M.
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MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • September 4, 2020
Let's start with stupid simple.  Can you get a csv exported out of your phone system on a regular basis and put into either a SFTP file path or DropBox, Box or Google drive.  If so, then Quick Base can access the csv file and update a sync table each hour?

Alternatively, does the phone system respond to API calls?  If so you can use a Pipeline to do an API call to get the records on a regular basis.

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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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Mark Shnier. Your Quickbase Coach
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