Centralize emails into your CRM or other Quick Base app, including file attachments, regardless of your email client (Outlook, Gmail, Mobile). Integrate text/SMS or Slack as well, for a more centralized business solution.
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The Email-Link tool by Advantage Quick Base is vital to our everyday use of Quick Base. We use the email linking tool to automatically assign tasks to projects by emailing the system with tags that associate it with our projects. This enables our project managers to quickly create tasks and copying the user via regular email instead of two separate steps.