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Integrate Agile CRM with ClickMeeting

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and ClickMeeting

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About Agile CRM

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 Integrations
ClickMeeting Alternatives

Looking for the ClickMeeting Alternatives? Here is the list of top ClickMeeting Alternatives

  • GoToMeeting Integration GoToMeeting

Best ways to Integrate Agile CRM + ClickMeeting

  • Agile CRM Integration ClickMeeting Integration

    Agile CRM + ClickMeeting

    Add New Registrant in ClickMeeting when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Agile CRM Integration ClickMeeting Integration

    Agile CRM + ClickMeeting

    Create New Event to ClickMeeting from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    ClickMeeting Integration Create New Event
  • Agile CRM Integration ClickMeeting Integration

    Agile CRM + ClickMeeting

    Add New Registrant in ClickMeeting when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Agile CRM Integration ClickMeeting Integration

    Agile CRM + ClickMeeting

    Create New Event to ClickMeeting from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    ClickMeeting Integration Create New Event
  • Agile CRM Integration ClickMeeting Integration

    Agile CRM + ClickMeeting

    Add New Registrant in ClickMeeting when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + ClickMeeting in easier way

It's easy to connect Agile CRM + ClickMeeting without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • 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.

  • Update Company

    Update a Company.

  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & ClickMeeting Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ClickMeeting as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to ClickMeeting.

    (2 minutes)

  6. 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.