Integrate ClickMeeting with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best ClickMeeting and Pipedrive Integrations

  • ClickMeeting Integration Pipedrive Integration

    ClickMeeting + Pipedrive

    Create Person to Pipedrive from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Pipedrive Integration Create Person
  • ClickMeeting Integration Pipedrive Integration

    ClickMeeting + Pipedrive

    Create Deal to Pipedrive from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Pipedrive Integration Create Deal
  • ClickMeeting Integration Pipedrive Integration

    ClickMeeting + Pipedrive

    Create Activity to Pipedrive from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Pipedrive Integration Create Activity
  • ClickMeeting Integration Pipedrive Integration

    ClickMeeting + Pipedrive

    Update Person in Pipedrive when New Upcoming Event is created in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Pipedrive Integration Update Person
  • ClickMeeting Integration Pipedrive Integration

    ClickMeeting + Pipedrive

    Create Note to Pipedrive from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Pipedrive Integration Create Note
  • 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 + Pipedrive in easier way

It's easy to connect ClickMeeting + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

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

How ClickMeeting & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of ClickMeeting and Pipedrive

ClickMeeting

This is an online meeting software that enables people to work together in a remote environment.

It allows you to have video conferences, share documents and work together on the same document.

Pipedrive

Pipedrive is a CRM software that helps you with lead generation, marketing, sales and customer service. It is a very simple but powerful top that helps you to manage your pipeline.

Integration of ClickMeeting and Pipedrive

As both tops are very powerful and easy to use, if they are integrated together, they can be used in an even more effective way. This is done by using the clickmeeting integration of pipedrive. When using a CRM like this, you can easily see which leads are available for video calls. If a lead is available for a video call, you would simply schedule one through the clickmeeting integration of pipedrive. If a lead is not available for a video call, you can still send it an email or a message through the pipedrive integration of clickmeeting. In case your prospect would like to set up a call at a later time, he/she would be able to do so as well through the integrated clickmeeting and pipedrive platform. This way, salespeople can keep track of their activity and if they are missing anything, they would know at once. You might not miss a single lead or contact anymore!

Benefits of Integration of ClickMeeting and Pipedrive

If you use these 2 tops together, you get many benefits:

You will no longer miss any meetings or communication with your leads as your prospects can send you messages or emails through clickmeeting integration of pipedrive. You will have a better contrp of your pipeline as you will be able to see immediately which leads need your attention and which doesn’t. If a lead needs something from you, your sales team won’t waste any time and will be able to immediately set up a call when needed. The other great benefit that comes from the integration of these 2 tops is that your sales team does not have to switch from one platform to another, which gives them much more efficiency. They can use only one platform for everything and there is no need to switch from one platform to another every time they want to do something different. This also means that your sales team has less stress because they don’t have to deal with multiple tops at once and not knowing when they should use which top. If it’s all integrated in one platform, they don’t have to worry about this anymore!

The process to integrate ClickMeeting and Pipedrive 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.