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Geckoboard + Pipeline CRM Integrations

How to connect Geckoboard + Pipeline CRM

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Supported triggers and actions

What does this mean?
  • Geckoboard triggers, actions, and search
    Add Record to Dataset
    Adds a record to a Dataset
    Action
    Write
  • Geckoboard triggers, actions, and search
    [LEGACY] Update Custom Gauge Widget
    Send new values to a Custom Gauge Widget
    Action
    Write
  • Geckoboard triggers, actions, and search
    [LEGACY] Update Custom Number Widget
    Send new values to a Custom Number Widget
    Action
    Write
  • Geckoboard triggers, actions, and search
    [LEGACY] Update Custom Text Widget
    Send new values to a Custom Text Widget
    Action
    Write
  • Pipeline CRM triggers, actions, and search
    Deal Status Changed
    Triggers when a deal in your PipelineDeals account is updated from one status to another.
    Trigger
    Instant
  • Pipeline CRM triggers, actions, and search
    Moved Deal
    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
    Trigger
    Instant
  • Pipeline CRM triggers, actions, and search
    New Company
    Triggers when a new company is created in your PipelineDeals account.
    Trigger
    Instant
  • Pipeline CRM triggers, actions, and search
    New Deal
    Triggers when a new deal is created in your PipelineDeals account.
    Trigger
    Instant
  • Pipeline CRM

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

    Instant

    Trigger

  • Pipeline CRM

    Creates a new activity associated to an existing person, company or deal.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new calendar event in your Pipeline account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new calendar task in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new person in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Moves a deal to next stage.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing person in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing person on your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Company

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Deal

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Person

    Scheduled

    Action

How Geckoboard + Pipeline CRM Integrations Work

  1. Step 1: Authenticate Geckoboard and Pipeline CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Geckoboard

Geckoboard: TV dashboards that make key business data visible for your team
Learn More

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  • Dashboards

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About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn More

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