đ How to Set Up the Gecko-Unibuddy Integration
The Gecko-Unibuddy integration allows you to seamlessly sync leads and data from Unibuddy into Gecko, enabling you to trigger workflows and manage student interactions efficiently.
â Step-by-Step Guide
Access the Integration Settings in Unibuddy
Log in to Unidash.
Navigate to the "Integrations" section.
Select "Gecko" from the list of available integrations.
Generate and Copy the Token
Click on âConnectâ to initiate the integration.
A unique Unibuddy Token will be generatedâcopy this token, as youâll need it for the next step.
Configure Integration in Gecko
Log in to your Gecko account.
Go to the "Integrations" section.
Paste the Unibuddy Token into the designated field to connect your Unibuddy account.
Set Form Type and Event Category in Gecko
Ensure youâve specified the correct form type and event category in Gecko that you want to associate with the Unibuddy leads.
Establish the Connection
Once the token is added, a secure connection will be established between Unibuddy and Gecko.
You can create multiple connections if needed for different forms or workflows.
Data Sync and Workflow Automation
Once connected, the integration will automatically begin pushing data and leads from Unibuddy to Gecko.
You can then create automated workflows in Gecko based on this incoming data.