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  2. ClickMeeting
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  4. Salesforce

ClickMeeting + Salesforce Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
ClickMeeting Integrations
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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate ClickMeeting + Salesforce

  • ClickMeeting Salesforce

    ClickMeeting + Salesforce

    Add new registrants on ClickMeeting to Salesforce as leads Read More...
    Close
    When this happens...
    ClickMeeting New Registrant
     
    Then do this...
    Salesforce Create Record
    Add webinar registrants to Salesforce on the fly! Once you enable this integration, each new ClickMeeting registrant will be individually streamed in a Contact Record onto your Salesforce. This simple integration between ClickMeeting and Salesforce helps you add new webinar registrants to Salesforce as leads, follow up and nurture them, and ultimately convert them into meaningful revenue that can grow your business.
    How This ClickMeeting - Salesforce Integration Works
    • A new registrants is added on ClickMeeting
    • Appy Pie Connect will autoatmically add that contact details to Salesforce
    You Will Require
    • ClickMeeting account
    • Salesforce account
  • ClickMeeting Salesforce

    ClickMeeting + Salesforce

    Create Lead to Salesforce from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Salesforce Create Lead
  • ClickMeeting Salesforce

    ClickMeeting + Salesforce

    Create Custom Object to Salesforce from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Salesforce Create Custom Object
  • ClickMeeting Salesforce

    ClickMeeting + Salesforce

    Create Contact to Salesforce from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Salesforce Create Contact
  • ClickMeeting Salesforce

    ClickMeeting + Salesforce

    Update Contact in Salesforce when New Upcoming Event is created in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Salesforce Update Contact
  • ClickMeeting {{item.actionAppName}}

    ClickMeeting + {{item.actionAppName}}

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

It's easy to connect ClickMeeting + Salesforce 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 the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Show All

How ClickMeeting & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of ClickMeeting and Salesforce

ClickMeeting

Clickmeeting is a web conferencing, cplaboration and online meetings software from Salesforce.com. It enables users to record meetings and produce meeting transcripts without the need for a computer microphone. As well as audio, it supports HD video conferencing, screen sharing and whiteboard cplaboration. The service also provides screen sharing and presentation capabilities. The service was launched in May 2012.

Salesforce

Salesforce is a cloud computing company based in San Francisco, California. The company develops and sells a customer relationship management (CRM. application called Salesforce CRM. This software is available as a service, hosted by Salesforce.com, and is built on top of Force.com, which is an enterprise cloud computing platform as a service.

Integration of ClickMeeting and Salesforce

Salesforce has integrated Clickmeeting with Salesforce.com to enable businesses to communicate effectively over the Internet without having to install any additional software. The integration gives businesses a cost-effective way to hpd online meetings, workshops and discussions that are permanent, searchable and can be replayed at any time. In addition, businesses can capture knowledge from meetings, share it across their departments and cplaborate with cpleagues more efficiently.

The integration enables you to use your existing Salesforce username and password to access Clickmeeting, which means that you don’t have to remember yet another user name and password combination. You can also use the Single Sign-on features of Clickmeeting to log in using your existing Salesforce user name and password to allow you to connect with your cpleagues more quickly and easily.

Benefits of Integration of ClickMeeting and Salesforce

  • Businesses can use the integration to hpd meetings and video conferences with cpleagues around the world. The integration allows them to exchange information quickly and easily, which helps improve their cplaboration.
  • The integration allows businesses to capture knowledge from meetings, share it across their departments, and cplaborate with cpleagues more efficiently. You can also use Clickmeeting for other applications such as online training sessions and educational workshops. The integration enables you to record meetings so that you can review them afterwards or share them with others who weren’t able to attend the original meeting.

The process to integrate ClickMeeting and Salesforce 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.

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