IntegrationsGeckoboardSolid Performers CRM
Geckoboard + Solid Performers CRM

Connect Geckoboard and Solid Performers CRM to Build Intelligent Automations

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Geckoboard

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Solid Performers CRM

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Enable Integrations or automations with these events of Geckoboard and Solid Performers CRM

Enable Integrations or automations with these events of Geckoboard and Solid Performers CRM

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 Solid Performers CRM?

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

Can we customize how data from Geckoboard is recorded in Solid Performers CRM?

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

How often does the data sync between Geckoboard and Solid Performers CRM?

The data sync between Geckoboard and Solid Performers CRM 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 Solid Performers CRM?

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 Solid Performers CRM?

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

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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Solid Performers CRM

About Solid Performers CRM

We Help your Sales Team Close More Leads Faster & Smarter

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