Clientjoy + Geckoboard Integration

Connect Clientjoy to Geckoboard - Automate your workflows in 1-click

Make use of Clientjoy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Geckoboard automations help you automatically pull data from various sources and create data visualizations for performance tracking. And automate all the repetitive tasks between Clientjoy & Geckoboard using Integrately.

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Ready Workflows For Clientjoy + Geckoboard Integration

Just click on the workflow you want to automate

Update Geckoboard custom text widget for new Clientjoy contact

Clientjoy + Geckoboard Integration

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Create Your Own Clientjoy & Geckoboard Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in Clientjoy
Triggers the automation when a new lead is created
Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
Instant
Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
Instant
Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
Instant

Create lead in Clientjoy
Generates new leads for potential customers
Create customer in Clientjoy
Adds a new customer to the database
Create Invoice in Clientjoy
Generates invoices for sales transactions
Create proposal in Clientjoy
Generates a new proposal
Add record to dataset in Geckoboard
Adds a new record to a dataset
Update custom text widget in Geckoboard
Updates a custom text widget
Update custom number widget in Geckoboard
Updates a custom number widget
Update custom Geckometer widget in Geckoboard
Updates a custom geckometer widget

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Clientjoy & Geckoboard In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Clientjoy or Geckoboard With 1200+ Other Apps

Clientjoy is a web based CRM software for agencies that helps you manage your client's lifecycle from being a lead, to providing proposals and contracts, taking payments online and delivering results.

See Clientjoy Integrations

Geckoboard transforms complex data into meaningful visuals that surface critical insights your whole team can act on. It's super-fast, super-easy to use and it works across your favorite tools, so you can get results fast.

See Geckoboard Integrations