Apptivo + ClickMeeting Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and ClickMeeting
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
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
-
GoToMeeting
Best ways to Integrate Apptivo + ClickMeeting
-
Apptivo + ClickMeeting
Add New Registrant in ClickMeeting when New Lead is created in apptivo Read More...When this happens...
New Lead
Then do this...
Add New Registrant
-
When this happens...
New Lead
Then do this...
Create New Event
-
Apptivo + ClickMeeting
Add New Registrant in ClickMeeting when New Case is created in apptivo Read More...When this happens...
New Case
Then do this...
Add New Registrant
-
When this happens...
New Case
Then do this...
Create New Event
-
Apptivo + ClickMeeting
Add New Registrant in ClickMeeting when New Customer is created in apptivo Read More...When this happens...
New Customer
Then do this...
Add New Registrant
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + ClickMeeting without coding knowledge. Start creating your own business flow.
-
New Case
Trigger when new case created.
-
New Contact
Trigger when new contact created.
-
New Contract
Trigger when new contract created.
-
New Customer
Trigger when new customer created.
-
New Employee
Trigger when new employee created.
-
New Lead
Trigger when new lead created.
-
New Opportunity
Trigger when new opportunity created.
-
Update Contact
Trigger when any contact update.
-
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.
-
Add Employee
Add new employee.
-
Create Case
Create a new case.
-
Create Contact
Creates a new contact.
-
Create Customer
Creates a new customer.
-
Create Lead
Creates a new lead.
-
Create Opportunity
Creates a new Opportunity.
-
Add New Registrant
A new attendee will be registered to your event.
-
Create New Event
A new event will be created.
How Apptivo & ClickMeeting Integrations Work
-
Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick ClickMeeting as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Apptivo to ClickMeeting.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and ClickMeeting
The basics of Apptivo
Apptivo is a customer relationship management (CRM. software that offers various tops to manage, analyze and report on the data. Communication between sales, marketing, and customer service is facilitated through the use of the software. Apptivo offers a range of features such as lead management, automatic task assignment, email marketing, and workflows. The software also contains analytics tops that provide insights into sales performance and customer engagement.
The basics of ClickMeeting
ClickMeeting is a cloud-based service that is used to record, stream, and share meetings online. ClickMeeting has both free and paid plans that allow users to hpd meetings with up to 50 participants at once. The app provides a platform for virtual meetings in which participants can be anywhere and join meetings anytime. The platform allows users to access meetings from any device. A video recorder is also included in the platform that records meetings automatically.
Integration of Apptivo and ClickMeeting
Benefits of Integration of Apptivo and ClickMeeting
- Streamline lead-tracking process – With ClickMeeting, leads generated by Apptivo can be tracked and reported upon in one place. This ensures that all leads are dealt with without duplication or missing information.
- Improve lead generation – Using ClickMeeting for virtual meetings allows you to speak directly with clients about your products and services. This will improve lead generation and sales performance as you get an opportunity to present your company and its offerings directly to customers.
- Improve sales performance – The automated tasks feature of Apptivo enables sales teams to record the actions taken after each meeting. This information is then accessible on the Back Office dashboard so that the sales team can track their results easily. It also allows them to identify areas where they need to improve their performance.
- Improve customer experience – Using ClickMeeting gives you the ability to conduct product demonstrations and trainings with your staff as well as your clients. These discussions can be recorded and shared among all concerned parties to raise overall awareness of how your products or services perform. Improved customer experience means increased customer retention rates.
In conclusion, I would like to reiterate my point that the integration of Apptivo and ClickMeeting allows companies to achieve better business results since the two platforms are interconnected. Sales, marketing, and customer service teams can benefit from this integration due to the efficient communication it facilitates.
The process to integrate Apptivo 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.
