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Freshworks CRM + GoToTraining Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and GoToTraining

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

GoToTraining Integrations

Best ways to Integrate Freshworks CRM + GoToTraining

  • Freshworks CRM GoToTraining

    Freshworks CRM + GoToTraining

    Create Registrant to GoToTraining from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    GoToTraining Create Registrant
  • Freshworks CRM GoToTraining

    Freshworks CRM + GoToTraining

    Create Training to GoToTraining from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    GoToTraining Create Training
  • Freshworks CRM GoToTraining

    Freshworks CRM + GoToTraining

    Create Registrant to GoToTraining from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    GoToTraining Create Registrant
  • Freshworks CRM GoToTraining

    Freshworks CRM + GoToTraining

    Create Training to GoToTraining from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    GoToTraining Create Training
  • Freshworks CRM GoToTraining

    Freshworks CRM + GoToTraining

    Create Registrant to GoToTraining from New Completed Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Completed Task
     
    Then do this...
    GoToTraining Create Registrant
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

How Freshworks CRM & GoToTraining Integrations Work

  1. Step 1: Choose Freshworks 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 GoToTraining 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 Freshworks CRM to GoToTraining.

    (2 minutes)

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

Integration of Freshworks CRM and GoToTraining

  • What Is Freshworks CRM?
  • Freshworks CRM is a web-based platform that helps to manage customer relationships and streamline internal processes. It helps to automate multiple repetitive tasks such as lead generation, lead nurturing, and appointment setting. Its features include managing contacts, leads, opportunities, revenue streams, deal pipelines, and customer service.

  • What Is GoToTraining?
  • GoToTraining is a cloud-based video and webinar service provider. It offers an easy way to create and deliver online trainings and presentations. GoToTraining supports all devices including smartphones, tablets, laptops, desktops, and TV’s. It enables users to create training content without any technical knowledge. Its features include live screen sharing, moderated chat, ppl creation, ppls for interactive sessions, question slides with answer sheets, self-paced training courses, quizzes, ppls, surveys, time tracking, e-mail integration with Outlook, etc.

    Integration of Freshworks CRM and GoToTraining

    GoToTraining is an integrated service provider with Freshworks CRM. This integration helps to increase productivity of the sales team by providing them with the ability to create webinars directly from within Freshworks CRM. A user can schedule a webinar from within Freshworks CRM when creating a new opportunity record or updating the existing ones. The user can also replay the webinar for one or more customers by selecting them from the contact list. Besides this, there are many other benefits of integrating Freshworks CRM and GoToTraining which are given below in points B & C.

    Benefits of Integration of Freshworks CRM and GoToTraining

    • Assist sales team to convert leads into customers by scheduling webinar in less time
    • Increase visibility of Salesforce data across all devices
    • Add new records to Salesforce without leaving the webinar interface
    • Allow Salesforce users to create custom recordings of any length
    • Deliver videos via email to any number of recipients
    • Connect with any browser on desktop or mobile devices
    • Allow users to view recordings on TV’s via Apple AirPlay or Google Chromecast (Android phone or tablet required for both)
    • Use Ppls during presentations to gather feedback from learners in real time
    • Set reminders for scheduled meetings/appointments on iOS devices using Appointments app on iPhone or iPad (requires iOS 10+)
    • Receive notifications on iOS device when someone joins or leaves your meeting (requires iOS 10+)
    • Send notifications via email when meeting starts or ends on iOS devices (requires iOS 10+)
    • Choose to archive recordings on iOS devices (requires iOS 9+)
    • Allow attendees to choose which audio inputs/outputs they want to use while attending your meeting (requires iOS 9+)
    • Use Audio Input/Output feature to allow attendees to listen to audio on their device even if you do not have audio going out from the computer being used for the presentation (requires iOS 9+)
    • Make a live appearance using Screen Sharing feature that allows you to share your screen with attendees during a meeting (requires iOS 8+ and Mac OS X 10.10+)

    Conclusion

    The process to integrate Freshworks CRM and GoToTraining 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.