Integrate Agile CRM with GoToMeeting

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

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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 GoToMeeting

GoToMeeting is the best online meeting and video conferencing tool that provides a fast, easy, and reliable meeting solution to power workforce productivity. Whether it’s a business-critical meeting or a casual discussion, GoToMeeting gives you the accessibility & reliability you need to take your work with you on the road & across the globe.

GoToMeeting Integrations
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Best Agile CRM and GoToMeeting Integrations

  • Agile CRM Integration GoToMeeting Integration

    Agile CRM + GoToMeeting

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

    Agile CRM + GoToMeeting

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

    Agile CRM + GoToMeeting

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

    Agile CRM + GoToMeeting

    Create Meeting to GoToMeeting from New Tag to Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Tag to Contact
     
    Then do this...
    GoToMeeting Integration Create Meeting
  • Agile CRM Integration GoToMeeting Integration

    Agile CRM + GoToMeeting

    Create Meeting to GoToMeeting from New Task in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Task
     
    Then do this...
    GoToMeeting Integration Create Meeting
  • 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 + GoToMeeting in easier way

It's easy to connect Agile CRM + GoToMeeting 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 Meeting

    Triggers when a new meeting is created in your account.

    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.

  • Create Meeting

    Creates a scheduled meeting in your account.

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

How Agile CRM & GoToMeeting 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 GoToMeeting 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 GoToMeeting.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and GoToMeeting

Agile CRM is a customer relationship management software application that provides a single database of all clients and prospects. It helps sales teams keep track of every interaction with customers. Agile CRM allows companies to analyze past interactions and make more informed decisions that would lead to better sales results in the future.

GoToMeeting is a web-based conferencing software that allows participants to share content, present on the desktop, and chat with each other. Users can also add up to 25 participants on a free account, which comes with a 1 hour/month limit. GoToMeeting also offers additional features such as screen sharing, recording, and teleconferencing.

Integration of Agile CRM and GoToMeeting

Integration of Agile CRM and GoToMeeting allows salespeople to share testimonials with prospects through GoToMeeting and get feedback by allowing them to annotate the document. This allows sales reps to build rapport during the meeting itself, instead of having to wait for fplow-up calls or emails. Salespeople can also show product demos using GoToMeeting and give presentations on products to prospects. Since this is done using web-based conferencing, it saves time and money since there is no need to hpd meetings in person. Agile CRM also has a feature called “digest email” that allows sales reps to send out an email newsletter containing information about the company and its offerings, as well as testimonials and other relevant documents. The digest email feature can be sent to all existing clients as well as prospective clients at any time.

Benefits of Integration of Agile CRM and GoToMeeting

Integration of Agile CRM and GoToMeeting results in cost savings because there is no need to spend money on travel expenses when prospects are invited to sessions through GoToMeeting. Since the meeting is conducted online, there is also no need for the sales team to set up the room or stock refreshments, saving time as well as money. This implementation also improves efficiency by cutting down on the number of emails that are exchanged between the sales team and their prospects. When prospects participate in meeting using GoToMeeting, they can ask questions or make comments that will be relayed to the rest of the sales team immediately, eliminating the need for multiple fplow-up emails or phone calls.

By integrating Agile CRM and GoToMeeting, sales teams can increase their productivity by eliminating unnecessary email exchanges between the sales team and their prospects. Prospects who use GoToMeeting can give feedback and opinions right away, creating a more effective communication channel between the sales team and their prospects. It also allows sales reps to build rapport during the meeting itself, thus creating better relationships with their prospects.

The process to integrate Agile CRM and GoToMeeting 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.