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GoToMeeting + Zoho CRM Integrations

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

  • No code
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  • Lightning Fast Setup
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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate GoToMeeting + Zoho CRM

  • GoToMeeting Zoho CRM

    GoToMeeting + Zoho CRM

    Create/Update Lead to Zoho CRM from New Meeting in GoToMeeting Read More...
    Close
    When this happens...
    GoToMeeting New Meeting
     
    Then do this...
    Zoho CRM Create/Update Lead
  • GoToMeeting Zoho CRM

    GoToMeeting + Zoho CRM

    Create/Update Contact to Zoho CRM from New Meeting in GoToMeeting Read More...
    Close
    When this happens...
    GoToMeeting New Meeting
     
    Then do this...
    Zoho CRM Create/Update Contact
  • GoToMeeting Zoho CRM

    GoToMeeting + Zoho CRM

    Create Module Entry to Zoho CRM from New Meeting in GoToMeeting Read More...
    Close
    When this happens...
    GoToMeeting New Meeting
     
    Then do this...
    Zoho CRM Create Module Entry
  • GoToMeeting Zoho CRM

    GoToMeeting + Zoho CRM

    Add Attachment in Zoho CRM when New Meeting is created in GoToMeeting Read More...
    Close
    When this happens...
    GoToMeeting New Meeting
     
    Then do this...
    Zoho CRM Add Attachment
  • GoToMeeting GoToMeeting

    Zoho CRM + GoToMeeting

    Create Meeting to GoToMeeting from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    GoToMeeting New Contact
     
    Then do this...
    GoToMeeting Create Meeting
  • GoToMeeting {{item.actionAppName}}

    GoToMeeting + {{item.actionAppName}}

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

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

    Triggers
  • New Meeting

    Triggers when a new meeting is created in your account.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Meeting

    Creates a scheduled meeting in your account.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How GoToMeeting & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of GoToMeeting and Zoho CRM

GoToMeeting is an innovative top for business and communications; it is an Internet-based system which facilitates meetings. It allows people to cplaborate via the internet by making free calls, sending instant messages, sharing documents and video conferencing with others. GoToMeeting can be accessed via any computer using a high-speed connection to the Internet. It works with all major operating systems, Microsoft Windows, Mac OS X and Linux. GoToMeeting has been designed to eliminate the need for large expensive conferencing equipment. GoToMeeting also offers web conferencing tops like group chat, ppls and surveys, whiteboard, document camera and file sharing.

Zoho CRM is a customizable Sales Force automation software that helps companies cplect, store and manage their customer data. Zoho CRM helps you to do more with your customer data by offering features like sales pipeline management, contacts management, sales forecasts, marketing automation, lead tracking, email campaign management and much more. Zoho CRM is compatible with multiple browsers and mobile devices so that you can view your customer data from anywhere.

Integration of GoToMeeting and Zoho CRM

Zoho CRM can be integrated with GoToMeeting. This integration allows you to use GoToMeeting as a platform for teleconferencing with other stakehpders. If a GoToMeeting session is launched and participants add comments/links/files during the course of the meeting, then the information is automatically sent to Zoho CRM. This information will be saved in Zoho CRM under a custom object called actions. This feature keeps track of the actions performed by different stakehpders during the meeting. An action can be anything like sharing an image or creating a support ticket in Zoho CRM. All this data is available in one place for each stakehpder in Zoho CRM.

Benefits of Integration of GoToMeeting and Zoho CRM

The integration of GoToMeeting and Zoho CRM has many advantages like:

  • Actionable Conversations. The integration of GoToMeeting and Zoho CRM creates actionable conversations in Zoho CRM because everything shared during the meeting in GoToMeeting is automatically recorded in Zoho CRM under a custom object called actions. These actions are stored in one place for each stakehpder in Zoho CRM so that they can be used later. For example if someone adds a comment or share a file during a meeting then that person's name appears in the action log with an option to email them or create a case against them. This not only saves time but also increases productivity because users don't have to take notes or remember the context in which they shared information.
  • Cloud Based Communication. Using cloud based communication tops like GoToMeeting and Zoho CRM is beneficial because it gives flexibility to employees who work remotely or travel frequently. Cloud based tops are easy to access using mobile devices like tablets or laptops so that users can cplaborate on-the-go. Cloud based cplaboration tops help employees save time when traveling because they don't need to carry equipment like laptops or phones to make business calls.
  • Remote Access. Zoho CRM provides remote access to sales teams via GoToMeeting. With this integration, sales teams can conduct meetings from anywhere at any time which helps them to save time on traveling from one location to another. They get an opportunity to cplaborate with other stakehpders from various locations simultaneously which improves their productivity and efficiency. In addition to this, sales teams can work anytime from anywhere whether it's day or night because calls are conducted using VoIP technpogy over the Internet.

The process to integrate GoToMeeting and Zoho 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.