Connect Geckoboard and Saleshandy to Build Intelligent Automations

Choose a Trigger

Geckoboard

When this happens...

Choose an Action

Saleshandy

Automatically do this!

Enable Integrations or automations with these events of Geckoboard and Saleshandy

Enable Integrations or automations with these events of Geckoboard and Saleshandy

Actions

Add Record to Dataset

Add Record to Dataset

Add a record to an existing dataset

Create Prospect/Add Prospect to Sequence OH HOLD

Create Prospect/Add Prospect to Sequence OH HOLD

create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Update Prospect Status

Update Prospect Status

Change a prospect's status.

Request a new Action for Geckoboard

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Frequently Asked Questions

How do I start an integration between Geckoboard and Saleshandy?

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

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

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

How often does the data sync between Geckoboard and Saleshandy?

The data sync between Geckoboard and Saleshandy 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 Saleshandy?

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 Saleshandy?

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

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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