Integrate ClickMeeting with Microsoft Dynamics CRM

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

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Best ClickMeeting and Microsoft Dynamics CRM Integrations

  • ClickMeeting Integration Microsoft Dynamics CRM Integration

    ClickMeeting + Microsoft Dynamics CRM

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

    ClickMeeting + Microsoft Dynamics CRM

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

    ClickMeeting + Microsoft Dynamics CRM

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

    ClickMeeting + Microsoft Dynamics CRM

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

    ClickMeeting + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • 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 + Microsoft Dynamics CRM in easier way

It's easy to connect ClickMeeting + Microsoft Dynamics 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.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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

How ClickMeeting & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of ClickMeeting and Microsoft Dynamics CRM

In this article, it will be discussed about what is Clickmeeting and how it is integrated with Microsoft Dynamics CRM. It will also discuss about the benefits of integration of Clickmeeting and Microsoft Dynamics CRM.

ClickMeeting

It is an online meeting software which enables you to meet online with customers, co-workers, partners and customers. One can use the program via a web browser for free for up to 5 users. The program is a part of Microsoft Office Live Small Business services. If a user requires more than 5 users, he/she has to pay a monthly fee for the service.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software which helps organizations in managing their customer interactions such as sales, marketing, service and support.

Integration of ClickMeeting and Microsoft Dynamics CRM

Clickmeeting and Microsoft Dynamics CRM both do work better when integrated with each other. Through this integration, one can easily manage all his/her customer and non-customers’ activities and keep track of them.

Benefits of Integration of ClickMeeting and Microsoft Dynamics CRM

The integration of Clickmeeting and Microsoft Dynamics CRM helps in streamlining business process. It gives an end to end spution to the organization which includes developing strategies, connecting with customers and managing their events. The main benefits of this integration are:

  • Improves communication between people:

This integration helps in improving communication between people. If there is any change in the schedule or time slot, the participant will get an update via email or SMS which keeps him/her informed. People can also attend multiple meetings simultaneously and still get updates about other meetings through Outlook reminder which keeps him/her informed about other meetings also. So, there is no need to worry about missing out any important information about another meeting when attending another meeting. Also if one is not able to attend the meeting in real time, he/she can participate in the meeting by listening to the recordings later on. This way it improves communication between people which lead to better communication skills. This ultimately helps in improving communication with customers, suppliers, partners and employees.

  • Provides access to information anytime anywhere:

It provides access to relevant information anytime anywhere either by attending real time meetings or reviewing recorded meetings. This way the system ensures that the employee is in touch with up-to-date information related to his/her job functions. Also the employee keeps himself/herself updated about customer issues, which helps in minimizing loss of revenue due to customer dissatisfaction. This also keeps him/her in touch with the latest industry news through web seminars or news feeds. This way it improves communication between people which lead to better communication skills. This ultimately helps in improving communication with customers, suppliers, partners and employees.

  • Improves productivity:

It improves productivity because there is no need to wait for the paper presentation or travel for a meeting if someone wants to see something with cpleagues or anyone else. Now everyone can share information or discuss anything on the go at any place or time which leads to increase profit margin of the organization. It removes barriers across different time zones and geographical locations. So, it leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills, which ultimately leads to better communication between people which leads to better communication skills ,which ultimately leads...

The process to integrate ClickMeeting and Microsoft Dynamics 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.