Integrate Agile CRM with ClickMeeting
Appy Pie Connect allows you to automate multiple workflows between Agile CRM and ClickMeeting
- No code
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- Lightning Fast Setup
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
About ClickMeeting
ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation
ClickMeeting IntegrationsLooking for the ClickMeeting Alternatives? Here is the list of top ClickMeeting Alternatives
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GoToMeeting
Best ways to Integrate Agile CRM + ClickMeeting
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Agile CRM + ClickMeeting
Add New Registrant in ClickMeeting when New Ticket is created in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Add New Registrant
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Agile CRM + ClickMeeting
Create New Event to ClickMeeting from New Ticket in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Create New Event
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Agile CRM + ClickMeeting
Add New Registrant in ClickMeeting when New Contact is created in Agile CRM Read More...When this happens...
New Contact
Then do this...
Add New Registrant
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Agile CRM + ClickMeeting
Create New Event to ClickMeeting from New Contact in Agile CRM Read More...When this happens...
New Contact
Then do this...
Create New Event
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Agile CRM + ClickMeeting
Add New Registrant in ClickMeeting when New Event is created in Agile CRM Read More...When this happens...
New Event
Then do this...
Add New Registrant
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Agile CRM + ClickMeeting without coding knowledge. Start creating your own business flow.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New Registrant
Triggers when a new attendee registers to your event.
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New Upcoming Event
Triggers when you create a new event.
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New Upcoming Event with Registration
Triggers when you create a new event with registration.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
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Add New Registrant
A new attendee will be registered to your event.
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Create New Event
A new event will be created.
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How Agile CRM & ClickMeeting Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick ClickMeeting as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to ClickMeeting.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Agile CRM and ClickMeeting
Agile CRM is a web-based software application used by sales and marketing personnel to create, manage, share, and track leads. ClickMeeting is a web conferencing application that allows users to conduct meetings over the Internet.Agile CRM and ClickMeeting are integrated web applications that allow users to track their contacts, leads, and opportunities, regardless of which program they are currently using.
What is Agile CRM?
Agile CRM is a web-based software application used by sales and marketing personnel to create, manage, share, and track leads. It consists of modules for contact management, lead management, opportunity management, deal management, revenue recognition, reporting, social media integration, and mobile access. It can be accessed from any device with an Internet connection. Agile CRM offers a free 30-day trial period.
What is ClickMeeting?
ClickMeeting is a web conferencing application that allows users to conduct meetings over the Internet. It enables users to share documents, presentations, videos, and other media during the meeting. It also allows users to access meeting archives after the meeting is over. A paid subscription is required for all features.ClickMeeting offers a free 14-day trial period.
The Integration of Agile CRM and ClickMeeting feature promotes cost efficiency by allowing a company to utilize one database for multiple programs. This integration allows users to view all of their contacts in the same database while using different programs. If a user is viewing a contact in one program and wishes to add that contact to the database in another program, he or she can do so without having to reenter data. This integration allows users to track their contacts, leads, and opportunities, regardless of which program they are currently using.
Benefits of Integration of Agile CRM and ClickMeeting
The Integration of Agile CRM and ClickMeeting feature promotes cost efficiency by allowing a company to utilize one database for multiple programs. This integration allows users to view all of their contacts in the same database while using different programs. If a user is viewing a contact in one program and wishes to add that contact to the database in another program, he or she can do so without having to reenter data. This integration allows users to track their contacts, leads, and opportunities, regardless of which program they are currently using.
The Integration of Agile CRM and ClickMeeting feature promotes cost efficiency by allowing a company to utilize one database for multiple programs. This integration allows users to view all of their contacts in the same database while using different programs. If a user is viewing a contact in one program and wishes to add that contact to the database in another program, he or she can do so without having to reenter data. This integration allows users to track their contacts, leads, and opportunities, regardless of which program they are currently using.
The process to integrate Agile CRM and ClickMeeting may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
