Case Study: UBM Americas achieves automated, error-free project creation and 20 hours/month time savings with Quick Base

UBM Americas Streamlines Project Management with Quick Base Using Built-in Salesforce Integration

UBM Americas, which delivers marketing experiences for event and media brands, was managing 80–100 new client projects per month but relied on manual retyping of about 15 Salesforce fields into Quick Base for each project. That manual process created delays, duplicated work, and frequent data-entry errors that threatened on-time delivery and efficient use of the Client Services and Delivery Operations team’s time.

By implementing Quick Base Sync for Cloud Apps (a built‑in, no‑code Salesforce integration) and a custom Salesforce flag, UBM automated hourly, filtered data transfers so new projects can be created from a dropdown in Quick Base and trigger automatic notifications. The change eliminated manual re-entry and errors, sped project onboarding, and saved roughly 15 minutes per project—about 20 hours per month—improving execution and customer satisfaction.

UBM

Joanna Schreck

Integrated Programs & Systems Manager