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Geckoboard + Microsoft Dynamics 365 CRM

Geckoboard + Microsoft Dynamics 365 CRM

Geckoboard + Microsoft Dynamics 365 CRM integrations

Add new Microsoft Dynamics 365 CRM leads to Geckoboard as dataset records

Stay on top of new leads and visualize your sales pipeline with this seamless workflow between Microsoft Dynamics 365 CRM and Geckoboard. Once set up, this automation will add a new record to your Geckoboard dataset every time a lead is created in Microsoft Dynamics 365 CRM. Gain better insights into your sales process and make data-driven decisions to improve your conversion rates.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Add Record to Dataset
    Add Record to Dataset
    Add Record to DatasetAdds a record to a Dataset
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More things you can do with Microsoft Dynamics 365 CRM and Geckoboard

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Geckoboard

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Geckoboard
Geckoboard: TV dashboards that make key business data visible for your team
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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