Geckoboard + Upsales

Add new Upsales opportunities to Geckoboard as records instantly

When a new opportunity arises in Upsales, this workflow enables an immediate record addition to your Geckoboard dataset. It ensures timely visibility of every potential opening, providing a clear, up-to-date picture of your business landscape. This automation ensures a seamless flow of information between your Upsales and Geckoboard apps, enhancing your data management and strategic decision-making processes.

When this happens...
New Opportunity
Triggers when an opportunity is created.
TriggerPolling
automatically do this!
Add Record to Dataset
Adds a record to a Dataset
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Activity
Triggers when an activity is created.
Trigger
Polling
Try It
New Company
Triggers when a company is created.
Trigger
Polling
Try It
New Opportunity
Triggers when an opportunity is created.
Trigger
Polling
Try It
New Segment
Triggers when a segment is created.
Trigger
Polling
Try It
- NameRequired
- Account Manager
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
- Notes
- Org Number
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write

New Form Submit
Submits data into a selected Upsales form.
Action
Write
- IdRequired
- Name
- User ID
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
- Notes
- Org Number
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write

- NameRequired
Action
Search
- NameRequired
- Account Manager
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
- Notes
- Org Number
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Search or write
- Widget keyRequired
- Current valueRequired
- Minimum valueRequired
- Maximum valueRequired
Action
Write
- Widget keyRequired
- MessageRequired
Action
Write

New Appointment
Triggers when an appointment is created.
Trigger
Polling
Try It
New Contact
Triggers when contact added to segment.
Trigger
Polling
Try It
New Order
Triggers when an order is created.
Trigger
Polling
Try It
- DescriptionRequired
- Start DateRequired
- End DateRequired
- UserRequired
- Activity TypeRequired
- Contact Ids
Action
Write
- NameRequired
- Phone
- Cell Phone
- Email
- Title
- Client IdRequired
Action
Write
- Meeting IdRequired
- DescriptionRequired
- Start DateRequired
- End DateRequired
- UserRequired
- Activity TypeRequired
Action
Write
- IdRequired
- Name
- Phone
- Cell Phone
- Email
- Title
- Client Id
Action
Write
- EmailRequired
Action
Search
- Dataset IDRequired
- Update typeRequired
Action
Write
- Widget keyRequired
- NumberRequired
- Label
- Comparison number
- Comparison label
Action
Write

About Geckoboard

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

Related categories

Dashboards

Similar apps

About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

Learn more