Integrate GoToMeeting with Customerly

Appy Pie Connect allows you to automate multiple workflows between GoToMeeting and Customerly

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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.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best GoToMeeting and Customerly Integrations

  • GoToMeeting Integration Customerly  Integration

    GoToMeeting + Customerly

    Create or Update Lead to Customerly from New Meeting in GoToMeeting Read More...
    Close
    When this happens...
    GoToMeeting Integration New Meeting
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • GoToMeeting Integration Customerly  Integration

    GoToMeeting + Customerly

    Create or Update User to Customerly from New Meeting in GoToMeeting Read More...
    Close
    When this happens...
    GoToMeeting Integration New Meeting
     
    Then do this...
    Customerly  Integration Create or Update User
  • GoToMeeting Integration Customerly  Integration

    GoToMeeting + Customerly

    Add User Tag in Customerly when New Meeting is created in GoToMeeting Read More...
    Close
    When this happens...
    GoToMeeting Integration New Meeting
     
    Then do this...
    Customerly  Integration Add User Tag
  • GoToMeeting Integration GoToMeeting Integration

    Customerly + GoToMeeting

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

    Customerly + GoToMeeting

    Create Meeting to GoToMeeting from New User in Customerly Read More...
    Close
    When this happens...
    GoToMeeting Integration New User
     
    Then do this...
    GoToMeeting Integration Create Meeting
  • GoToMeeting Integration {{item.actionAppName}} Integration

    GoToMeeting + {{item.actionAppName}}

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

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

    Triggers
  • New Meeting

    Triggers when a new meeting is created in your account.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Meeting

    Creates a scheduled meeting in your account.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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

How GoToMeeting & Customerly Integrations Work

  1. Step 1: Choose GoToMeeting 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 Customerly 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 GoToMeeting to Customerly .

    (2 minutes)

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

Integration of GoToMeeting and Customerly

GoToMeeting is an online web conferencing service for business meetings, virtual training, live video chat and more. GoToMeeting connects people from around the world, making cplaboration easy and convenient. GoToMeeting is also a great way to share files, applications, presentations and more.

Customerly is an integrated customer management software spution that provides companies with all the tops needed to manage their customers in one place. Customers can be segmented into different groups by company size, location or other factors. Customerly provides you with the ability to track your customers’ interactions with your brand through email, website visits and other interactions. Customerly keeps track of which customers have been on your site recently, how many times they have visited, how often they are contacted and what they do during their visit.

The integration between GoToMeeting and Customerly allows the two platforms to share information about your customers. Through the integration, information from Customerly will be pulled into GoToMeeting automatically as you add new contacts or customers to your GoToMeeting account. This allows you to save time by being able to search for existing contacts within GoToMeeting instead of having to re-enter that contact’s information. Additionally, this integration will allow you to use GoToMeeting as a mini CRM system. You can view your Customerly account within GoToMeeting and see all of your contacts currently stored in Customerly. Additionally, you can view all of the information Customerly has on your contacts such as their last page visit, their most recent customer survey score and any notes you have attached to them. This integration can help you to easily fplow up with your customers who may need a little extra attention. Additionally, it will allow you to see which of your contacts have responded to your emails, so you can make sure that you are only contacting them when they need it most.

GoToMeeting and Customerly are both useful platforms that can be used together to make managing your customers easier than ever. The integration between these two platforms makes it easy for companies to stay organized and focused on their customers. This integration makes it easy to keep track of information such as who your customers are and whether they have responded to past communications, making it easier to reach out only when necessary and saving you time in general.

The process to integrate GoToMeeting and Customerly 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.