Connect Geckoboard and Apptivo CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Geckoboard and Apptivo CRM
Enable Integrations or automations with these events of Geckoboard and Apptivo CRM
Actions
Add Record to Dataset
Add a record to an existing dataset
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
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Frequently Asked Questions
To start, connect both your Geckoboard and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Geckoboard triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Geckoboard data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Geckoboard and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Geckoboard and Apptivo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Geckoboard
Geckoboard is a data visualization tool that helps teams focus on key metrics by providing real-time dashboards to monitor business performance. It allows users to connect to a variety of data sources and create custom dashboards to display their most important data visually.
Learn MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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