Forum Discussion

Qrew Trainee

5 years ago

CRM style email tracking function - looking for ideas

I've had a request to have some sort of tracking functionality for emails related to a record in QB (similar to the link below). I feel like there could be a way to do this with a Pipeline to/from Out...

Integration

CarlosSantiago

Qrew Trainee

Hi Sherry - I know this post is a couple of years old at this point but was just curious if you found any sort of solution in QB for this? Was looking for a similar solution and came across your post.

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Carlos Santiago
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WillisTaylor1

Qrew Trainee

2 years ago

SendtoQuickbase by SoftTech is what we are currently using. Its very customizable and reasonable in price.

SoftTechExperts - SendToQuickBase

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Willis Taylor
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