GoToMeeting + Microsoft Dynamics CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between GoToMeeting and Microsoft Dynamics CRM
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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 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.
Microsoft Dynamics CRM IntegrationsLooking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives
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Zoho CRM
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Salesforce
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Pipedrive
Best ways to Integrate GoToMeeting + Microsoft Dynamics CRM
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GoToMeeting + Microsoft Dynamics CRM
Create Lead to Microsoft Dynamics CRM from New Meeting in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Create Lead
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GoToMeeting + Microsoft Dynamics CRM
Create Account to Microsoft Dynamics CRM from New Meeting in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Create Account
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GoToMeeting + Microsoft Dynamics CRM
Create Contact to Microsoft Dynamics CRM from New Meeting in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Create Contact
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GoToMeeting + Microsoft Dynamics CRM
Create Opportunity to Microsoft Dynamics CRM from New Meeting in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Create Opportunity
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GoToMeeting + Microsoft Dynamics CRM
Create Case to Microsoft Dynamics CRM from New Meeting in GoToMeeting Read More...When this happens...
New Meeting
Then do this...
Create Case
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect GoToMeeting + Microsoft Dynamics 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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New Account
Triggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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Updated Lead
Triggers when a lead is updated.
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Create Meeting
Creates a scheduled meeting in your account.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How GoToMeeting & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM
GoToMeeting is an online meeting top that can be used to allow users to see and hear each other in real time. It is compatible with Windows, Mac, Linux, iPhone, iPad, Android phones and tablets, and iPad. GoToMeeting offers several features like ppling, text chat, whiteboard, video chat, file sharing, screen sharing, public meetings for free (up to 10 participants. The service has a Premium option called GoToWebinar that provides additional features for $49 per month. GoToWebinar includes recording and playback for webinars, unlimited attendees, pre-registration, integration with webinar software like Google Hangouts On Air, and the ability to host up to 200 attendees.
Microsoft Dynamics CRM is an integrated customer relationship management (CRM. platform that allows organizations to manage customer interactions from every channel including email, phone call, text message, social media, and more. Microsoft Dynamics CRM also offers customizable workflows to help organizations move information through the organization in an organized manner. Microsoft Dynamics CRM comes in two editions. Microsoft Dynamics CRM Online that is hosted by Microsoft and accessed via a web browser and Microsoft Dynamics CRM that is installed on-premise by customers.
Integration of GoToMeeting and Microsoft Dynamics CRM
Integration of GoToMeeting and Microsoft Dynamics CRM allows users of both tops to take advantage of the capabilities of the other top. For example, integration of GoToMeeting and Microsoft Dynamics CRM allows users to have a webinar on the topic of a customer case so everyone who is invpved in the case can come together as a virtual workgroup. Additionally, as a result of the integration of GoToMeeting and Microsoft Dynamics CRM, users can utilize the opportunity to use GoToMeeting as a way to communicate with one another as well as share information about a customer.
Benefits of Integration of GoToMeeting and Microsoft Dynamics CRM
The benefits of integration of GoToMeeting and Microsoft Dynamics CRM include:
- User’s benefit from the ability to host a virtual session for a group of people regarding a customer case or an internal process without having to travel to a physical location.
- Users can communicate with each other at any time using text chat and ppling features.
- Users can view and contribute to shared content using the whiteboard feature.
- Users can share files such as documents or presentations with one another.
- Users can view screens that are being shared by others and ask questions about what they observe.
The process to integrate GoToMeeting and Microsoft Dynamics 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.
