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Integrate Microsoft Dynamics CRM with GoToMeeting

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

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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.

About GoToMeeting

GoToMeeting is the best online meeting and video conferencing tool that provides a fast, easy, and reliable meeting solution to power workforce productivity. Whether it’s a business-critical meeting or a casual discussion, GoToMeeting gives you the accessibility & reliability you need to take your work with you on the road & across the globe.

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Best ways to Integrate Microsoft Dynamics CRM + GoToMeeting

  • Microsoft Dynamics CRM Integration GoToMeeting Integration

    Microsoft Dynamics CRM + GoToMeeting

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

    Microsoft Dynamics CRM + GoToMeeting

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

    Microsoft Dynamics CRM + GoToMeeting

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

    Microsoft Dynamics CRM + GoToMeeting

    Create Meeting to GoToMeeting from New Case in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Case
     
    Then do this...
    GoToMeeting Integration Create Meeting
  • Microsoft Dynamics CRM Integration GoToMeeting Integration

    Microsoft Dynamics CRM + GoToMeeting

    Create Meeting to GoToMeeting from New Invoice in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Invoice
     
    Then do this...
    GoToMeeting Integration Create Meeting
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics CRM + GoToMeeting without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • New Meeting

    Triggers when a new meeting is created in your account.

    Actions
  • 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

  • Create Meeting

    Creates a scheduled meeting in your account.

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

How Microsoft Dynamics CRM & GoToMeeting Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 GoToMeeting 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 Microsoft Dynamics CRM to GoToMeeting.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and GoToMeeting

GoToMeeting is a web conferencing and online meeting service that is provided by Citrix Online. Microsoft Dynamics CRM is a software package for businesses to manage their customers, sales, and marketing.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is an integrated customer relationship management (CRM. system developed by Microsoft. It is used by many businesses around the globe to help streamline their sales process. Microsoft Dynamics CRM can be implemented on-premises, hosted in the cloud, or via a hybrid approach.

What is GoToMeeting?

GoToMeeting is a web conferencing and online meeting service provided by Citrix Online. It supports online meetings, phone calls, video conferences, and desktop sharing. GoToMeeting works through any web browser, so there's no need to download any software. GoToMeeting also includes screen sharing capabilities, so users can share presentations or files with others in their meeting. GoToMeeting allows users to schedule meetings and send invitations to other participants as well as view a list of all past meetings. Users can also join meetings using GoToMeeting's dial-in teleconferencing services.It is important to note that GoToMeeting offers a free version and a paid version, while Microsoft Dynamics CRM comes in both an on-premises version and a cloud-based version.

Integration of Microsoft Dynamics CRM and GoToMeeting

Enterprises may want to use Microsoft Dynamics CRM and GoToMeeting together. The integration will allow communication between the two tops. GoToMeeting provides a way to host online meetings and communicate with clients or cpleagues via conference calls. Microsoft Dynamics CRM provides a way for companies to track and organize data related to their customers, sales, and marketing. Businesses can use the integration of both products to manage their customer relationships more effectively.The fplowing are some ways that enterprises might use Microsoft Dynamics CRM and GoToMeeting together:• Manage appointments with customers using GoToMeeting and schedule them within Microsoft Dynamics CRM.• Use GoToMeeting for audio conferencing and host calls within Microsoft Dynamics CRM.• Create an online meeting with GoToMeeting and then link it to a specific activity record in Microsoft Dynamics CRM, such as an account or contact record.• Use GoToMeeting for online meetings with partners, vendors, or customers. Then integrate the meeting records into Microsoft Dynamics CRM from within the meeting room.• Use Microsoft Dynamics CRM to qualify leads and schedule product demos using GoToMeeting.

Benefits of Integration of Microsoft Dynamics CRM and GoToMeeting

Integrating Microsoft Dynamics CRM and GoToMeeting enables enterprises to better manage their customer relationships. This integration makes it easier for users to find relevant information about their customers, schedule activities with them, fplow up on those activities, and add notes or documents from within the application being used at the time. In addition, using both applications together reduces the time needed to complete tasks because users can complete those tasks directly from within another application.The fplowing are some benefits that enterprises may experience when they integrate Microsoft Dynamics CRM with GoToMeeting:• Improved customer relationship management – Enterprises can use both applications together to help manage their customer relationships more efficiently. For example, scheduling meetings using GoToMeeting can automatically update the calendar within Microsoft Dynamics CRM; this allows users to see when they have time available to meet with customers or prospects.• Increased efficiency – Using both applications together helps reduce the amount of time needed to complete tasks because users can complete those tasks directly from within another application rather than having to switch between different applications to complete each task.• Lower costs – Both applications are available at no cost for small businesses that have fewer than 100 employees; combined with other tops such as Google Apps, these products can help cut costs for companies that are just getting started with CRM software.

Using a combination of Microsoft Dynamics CRM and GoToMeeting can help businesses better manage their customer relationships. This integration makes it easier for users to find relevant information about their customers, schedule activities with them, fplow up on those activities, and add notes or documents from within the application being used at the time. In addition, using both applications together reduces the time needed to complete tasks because users can complete those tasks directly from within another application.

The process to integrate Microsoft Dynamics CRM and GoToMeeting 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.