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Geckoboard + SugarCRM 6.2-5 Integrations

How to connect Geckoboard + SugarCRM 6.2-5

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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
  • SugarCRM 6.2-5 triggers, actions, and search
    New Case
    Triggers when you add a new case.
    Trigger
    Scheduled
  • SugarCRM 6.2-5 triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • SugarCRM 6.2-5 triggers, actions, and search
    New Entry (Other Module)
    Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)
    Trigger
    Scheduled
  • SugarCRM 6.2-5 triggers, actions, and search
    New Field
    Triggers when you add a new field to a module.
    Trigger
    Scheduled
  • SugarCRM 6.2-5

    Triggers when you add a new lead.

    Scheduled

    Trigger

  • SugarCRM 6.2-5

    Triggers when you add a new module.

    Scheduled

    Trigger

  • SugarCRM 6.2-5

    Triggers when you add a new opportunity.

    Scheduled

    Trigger

  • SugarCRM 6.2-5

    Triggers when you add a new task.

    Scheduled

    Trigger

  • SugarCRM 6.2-5

    Triggers when you add a new user.

    Scheduled

    Trigger

  • SugarCRM 6.2-5

    Create a new case.

    Scheduled

    Action

  • SugarCRM 6.2-5

    Create a new contact.

    Scheduled

    Action

  • SugarCRM 6.2-5

    Create a new record/entry for a module.

    Scheduled

    Action

  • SugarCRM 6.2-5

    Create a new lead.

    Scheduled

    Action

  • SugarCRM 6.2-5

    Create a new opportunity.

    Scheduled

    Action

  • SugarCRM 6.2-5

    Create a new task.

    Scheduled

    Action

  • SugarCRM 6.2-5

    Create a new user.

    Scheduled

    Action

How Geckoboard + SugarCRM 6.2-5 Integrations Work

  1. Step 1: Authenticate Geckoboard and SugarCRM 6.2-5.
    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
geckoboard logo
geckoboard logo

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 SugarCRM 6.2-5

Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.
Learn more

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