--- title: "Connect Pipedrive to Geckoboard - APIANT.ai" description: "When \"New Activity\" fires in Pipedrive, your agent runs \"Append Dataset Data\" in Geckoboard." canonical: "https://apiant.ai/connect/pipedrive-to-geckoboard" --- # Connect Pipedrive to Geckoboard When **New Activity** fires in [Pipedrive](https://apiant.ai/connections/pipedrive), your agent runs **Append Dataset Data** in [Geckoboard](https://apiant.ai/connections/geckoboard). Describe the whole flow and it is built, tested on every scenario and kept running. Pipedrive **6** triggers Pipedrive **24** actions Geckoboard **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipedrive and Geckoboard to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Pipedrive holds your deals, people and activities; Geckoboard shows numbers on a screen the team actually looks at. Connecting them means new deals, contacts and activities in Pipedrive land in Geckoboard datasets as they happen, so the wall board reflects the pipeline without anyone exporting a sheet. Example flows ## What Pipedrive can start in Geckoboard - When **New Activity** in Pipedrive then **Append Dataset Data** in Geckoboard - When **New Deal** in Pipedrive then **Create or Update Dataset** in Geckoboard Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Pipedrive and Geckoboard ## Triggers and actions 6 triggers ยท 29 actions - Trigger **Deal Won** Triggers when a deal is marked as won in Pipedrive. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Deal** Triggers when a new deal is created. - Trigger **New Organization** Triggers when a new organization is added. - Trigger **New Person** Triggers when a new person (contact) is added. - Trigger **New Person (with Custom Fields and Labels)** Triggered when a new person (contact) is added. Includes custom fields and labels. - Action **Create Activity** Creates a new activity (call, meeting, task, etc.). - Action **Create Deal** Adds a new deal to Pipedrive. Returns the created deal. - Action **Create Lead** Creates a new lead. Returns the created lead. - Action **Create Note** Adds a new note to a deal, person, or organization. - Action **Create Organization** Adds a new organization. Returns the created organization. - Action **Create Person** Adds a new person (contact). Returns the created person. - Action **Delete Activity** Marks an activity as deleted. - Action **Delete Deal** Marks a deal as deleted. - Action **Delete Organization** Marks an organization as deleted. - Action **Delete Person** Marks a person as deleted. - Action **Get Deal** Returns the deal with the given ID. - Action **Get Organization** Returns the organization with the given ID. - Action **Get Person** Returns the person with the given ID. - Action **Get related deals for person** Returns deals having the specified status that are related to the specified person. - Action **Get stage ID by stage name** Returns the stage id if the stage name exists. - Action **Merge organizations** Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep. - Action **Merge persons** Merges two person accounts. Info from the person record to discard is merged into the person record to keep. - Action **Search Deals** Searches deals by term. Returns matching deals. - Action **Search Organizations** Searches organizations by term. Returns matching organizations. - Action **Search Persons** Searches persons by term (name, email, phone). Returns matching persons. - Action **Update Activity** Updates an existing activity by ID. - Action **Update Deal** Updates an existing deal by ID. - Action **Update Organization** Updates an existing organization by ID. - Action **Update Person** Updates an existing person by ID. - Action **Append Dataset Data** Appends records to a dataset, keeping the most recent rows. - Action **Create or Update Dataset** Creates a new dataset or updates the schema of an existing one. - Action **Delete Dataset** Deletes a dataset and all of its data. - Action **Replace Dataset Data** Replaces all data in a dataset with the provided records. - Action **Verify API Key** Verifies the Geckoboard API key by hitting the root endpoint. Read-only. ## Each app on its own - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) - [ **Geckoboard** Geckoboard is a dashboard tool for displaying KPIs and live business metrics on TV dashboards.](https://apiant.ai/connections/geckoboard) Reviews ## What our customers say ## More from Pipedrive - [ **Pipedrive to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipedrive-to-salesforce) - [ **Pipedrive to Google Sheets** Google Sheets](https://apiant.ai/connect/pipedrive-to-google-sheets) - [ **Pipedrive to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pipedrive-to-google-calendar) - [ **Pipedrive to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/pipedrive-to-google-drive) - [ **Pipedrive to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipedrive-to-mailchimp) - [ **Pipedrive to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipedrive-to-shopify) ## More into Geckoboard - [ **HubSpot to Geckoboard** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-geckoboard) - [ **Salesforce to Geckoboard** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-geckoboard) - [ **Slack to Geckoboard** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-geckoboard) - [ **Mailchimp to Geckoboard** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-geckoboard) - [ **Shopify to Geckoboard** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-geckoboard) - [ **ActiveCampaign to Geckoboard** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-geckoboard) Questions ## Pipedrive and Geckoboard, answered ### ### Can the dashboard show a field that lives on the organization rather than the deal? Yes. The agent can use Get Organization on the deal's linked company in Pipedrive and send that field along with the deal row when it appends to your Geckoboard dataset. ### ### Will the Geckoboard dataset keep growing forever? You choose per scenario: Append Dataset Data adds rows and keeps the most recent ones, while Replace Dataset Data swaps the whole set for what you send. Create or Update Dataset is used when the columns themselves need to change. ### ### What can start an automation from Pipedrive? Any of Pipedrive's 6 triggers in the catalog, including New Activity, New Deal, New Organization and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Geckoboard when something happens in Pipedrive? Any of Geckoboard's 5 actions, including Append Dataset Data, Create or Update Dataset, Replace Dataset Data and Verify API Key. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Geckoboard to Pipedrive? Geckoboard has no triggers in the catalog today, so automations start in Pipedrive. If you need the other direction, ask: your agent reads Geckoboard's API documentation and adds it. ### ### Do I have to build a connector for Pipedrive or Geckoboard? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Pipedrive and Geckoboard without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.