Geckoboard + LeadConnector
Update Geckoboard records whenever LeadConnector stages change
With this workflow, whenever there's a change in a pipeline stage within LeadConnector, a new record will be seamlessly added to your Geckoboard dataset. This workflow ensures that your data stays up-to-date, allowing you to monitor and visualize your lead status updates in real-time. Save time and enhance your data management by simplifying your LeadConnector and Geckoboard integration with this easy-to-use process.
With this workflow, whenever there's a change in a pipeline stage within LeadConnector, a new record will be seamlessly added to your Geckoboard dataset. This workflow ensures that your data stays up-to-date, allowing you to monitor and visualize your lead status updates in real-time. Save time and enhance your data management by simplifying your LeadConnector and Geckoboard integration with this easy-to-use process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Record to Dataset
Adds a record to a Dataset
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Dataset IDRequired
Update typeRequired
