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Geckoboard + Salesforce

Send new Salesforce contacts to Geckoboard as text updates

Sometimes you just need to get a sense of how things are going in sales without needing to dig through and get distracted by other data. This Zap can help automate that kind of overview through a Salesforce-Geckboard integration. Set it up and, every time a new contact is added on Salesforce, your Geckoboard will be automatically updated with the appropriate text, making it easy to stay on top of your outreach efforts without losing sight of your other activities.

Sometimes you just need to get a sense of how things are going in sales without needing to dig through and get distracted by other data. This Zap can help automate that kind of overview through a Salesforce-Geckboard integration. Set it up and, every time a new contact is added on Salesforce, your Geckoboard will be automatically updated with the appropriate text, making it easy to stay on top of your outreach efforts without losing sight of your other activities.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    GeckoboardGeckoboard
    Add Record to Dataset

    Adds a record to a Dataset

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Geckoboard

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

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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