GoToMeeting + Agile CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between GoToMeeting and Agile CRM
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10 Million man hours saved
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.
About Agile CRM
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
Agile CRM IntegrationsLooking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives
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Best ways to Integrate GoToMeeting + Agile CRM
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GoToMeeting + Agile CRM
Add Score to Contact in Agile CRM when New Meeting is created in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Add Score to Contact
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GoToMeeting + Agile CRM
Add Event in Agile CRM when New Meeting is created in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Add Event
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GoToMeeting + Agile CRM
Create Company to Agile CRM from New Meeting in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Create Company
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GoToMeeting + Agile CRM
Create or Update Contact to Agile CRM from New Meeting in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Create or Update Contact
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When this happens...
New Meeting
Then do this...
Create Deal
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect GoToMeeting + Agile CRM without coding knowledge. Start creating your own business flow.
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New Meeting
Triggers when a new meeting is created in your account.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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Create Meeting
Creates a scheduled meeting in your account.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
How GoToMeeting & Agile CRM Integrations Work
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Step 1: Choose GoToMeeting as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Agile CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from GoToMeeting to Agile CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of GoToMeeting and Agile CRM
GoToMeeting is a web conferencing software that makes it easy for business professionals to host online meetings. GoToMeeting allows people to share screens, discuss and present in real time, and GoToMeeting can be used on mobile devices. GoToMeeting also has an audio calling feature that allows users to use their computer’s microphone or a headset. GoToMeeting was founded in 2002 by Bill Burnham, Dan Lang and Matthew Pittinsky. In 2005, Bill Burnham left the company. In 2006, Matthew Pittinsky left the company along with Phil Barrett. In 2008, Dan Lang left the company.
What is GoToMeeting?
GoToMeeting is a web conferencing software that makes it easy for business professionals to host online meetings. GoToMeeting enables people to share screens, present in real time, speak through a microphone or headset and chat live via text.
GoToMeeting was founded in 2002 by Bill Burnham, Dan Lang and Matthew Pittinsky. In 2005, Bill Burnham left the company. In 2006, Matthew Pittinsky left the company along with Phil Barrett. In 2008, Dan Lang left the company.
What is Agile CRM?
Agile CRM is a sales force automation spution that automates routine processes for salespeople and provides management tops for sales managers. Broadridge Financial Sputions bought Agile in 2007 for $375 million and launched its CRM product under the same name. Agile CRM helps sales teams cplaborate more efficiently to drive revenue growth and improve performance. It features a lead-to-quote process management capability that automates sales tasks, from capturing leads to managing fplow-up activities and forecasting sales opportunities.
The process to integrate GoToMeeting and Agile 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.
