Connect Geckoboard and opencrm to Build Intelligent Automations

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Geckoboard

When this happens...

Choose an Action

opencrm

Automatically do this!

Enable Integrations or automations with these events of Geckoboard and opencrm

Enable Integrations or automations with these events of Geckoboard and opencrm

Actions

Add Record to Dataset

Add Record to Dataset

Add a record to an existing dataset

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Frequently Asked Questions

How do I start an integration between Geckoboard and opencrm?

To start, connect both your Geckoboard and opencrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Geckoboard triggers actions in opencrm (or vice versa).

Can we customize how data from Geckoboard is recorded in opencrm?

Absolutely. You can customize how Geckoboard data is recorded in opencrm. This includes choosing which data fields go into which fields of opencrm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Geckoboard and opencrm?

The data sync between Geckoboard and opencrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Geckoboard to opencrm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Geckoboard and opencrm?

Yes, you can set conditional logic to control the flow of data between Geckoboard and opencrm. 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.

Geckoboard

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.

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opencrm

About opencrm

OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.

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