Integrate ClickMeeting with Agile CRM

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

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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

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.

Agile CRM Integrations
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Best ClickMeeting and Agile CRM Integrations

  • ClickMeeting Integration Agile CRM Integration

    ClickMeeting + Agile CRM

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

    ClickMeeting + Agile CRM

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

    ClickMeeting + Agile CRM

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

    ClickMeeting + Agile CRM

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

    ClickMeeting + Agile CRM

    Create Deal to Agile CRM from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Agile CRM Integration Create Deal
  • ClickMeeting Integration {{item.actionAppName}} Integration

    ClickMeeting + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • 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.

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

How ClickMeeting & Agile CRM Integrations Work

  1. Step 1: Choose ClickMeeting 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 Agile CRM 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 ClickMeeting to Agile CRM.

    (2 minutes)

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

Integration of ClickMeeting and Agile CRM

Business is becoming more and more competitive. Some companies, to be more competitive, have to make a lot of changes in their organizations and processes. Many companies are facing the challenge of making their business agile and responsive to changes in the market.

ClickMeeting Inc. is a company that helps businesses in making their business agile and competitive. ClickMeeting Inc. provides cloud-based cplaboration application, which is known as ClickMeeting. This application is a top used by businesses to improve communication and productivity among their employees and customers. It is also used for online meetings, webinars, voice conferences, etc. ClickMeeting Inc. has a new product called Agile CRM, which will help businesses in the management of their sales force and customer data.

Integration of ClickMeeting and Agile CRM

Integration of ClickMeeting and Agile CRM will help businesses in improving their customer relationship management (CRM. process and in creating a good image for their brand. It will also help them in communicating with customers through video conferencing or other online meeting applications. It will also help them in managing the leads generated by marketing campaigns and in nurturing them until they become customers. Integration of ClickMeeting and Agile CRM will help businesses to improve the quality of services provided to their customers by providing the best experience to them.

Benefits of Integration of ClickMeeting and Agile CRM

Businesses can improve the quality of service to customers through integration of ClickMeeting and Agile CRM. Businesses can provide training sessions to their employees through integration of ClickMeeting and Agile CRM. Integration of ClickMeeting and Agile CRM will decrease the time taken by employees to attend training sessions conducted at different locations. It will also help businesses in saving money on travel expenses incurred by the employees attending these training sessions. Integration of ClickMeeting and Agile CRM will help businesses in reducing the cost of conducting training sessions for its employees. Businesses can improve communication with customers through integration of ClickMeeting and Agile CRM. It will also help them in managing customer data and in understanding this data properly to improve customer relationship management process. Integration of ClickMeeting and Agile CRM will help businesses in saving money on travel expenses incurred by the employees attending these training sessions.

The process to integrate ClickMeeting and Agile CRM 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.