?>

GoToWebinar + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About GoToWebinar

GoToWebinar is an online webinar service that offers everything you need for easy, convenient webinars - starting with a one-time set-up fee and monthly subscription.

About Freshworks CRM

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

Freshworks CRM Integrations

Best ways to Integrate GoToWebinar + Freshworks CRM

  • GoToWebinar Freshworks CRM

    GoToWebinar + Freshworks CRM

    Create Contact to Freshworks CRM from New Upcoming Webinar in GoToWebinar Read More...
    Close
    When this happens...
    GoToWebinar New Upcoming Webinar
     
    Then do this...
    Freshworks CRM Create Contact
  • GoToWebinar Freshworks CRM

    GoToWebinar + Freshworks CRM

    Create Note to Freshworks CRM from New Upcoming Webinar in GoToWebinar Read More...
    Close
    When this happens...
    GoToWebinar New Upcoming Webinar
     
    Then do this...
    Freshworks CRM Create Note
  • GoToWebinar Freshworks CRM

    GoToWebinar + Freshworks CRM

    Create Account to Freshworks CRM from New Upcoming Webinar in GoToWebinar Read More...
    Close
    When this happens...
    GoToWebinar New Upcoming Webinar
     
    Then do this...
    Freshworks CRM Create Account
  • GoToWebinar Freshworks CRM

    GoToWebinar + Freshworks CRM

    Add Appointment in Freshworks CRM when New Upcoming Webinar is created in GoToWebinar Read More...
    Close
    When this happens...
    GoToWebinar New Upcoming Webinar
     
    Then do this...
    Freshworks CRM Add Appointment
  • GoToWebinar Freshworks CRM

    GoToWebinar + Freshworks CRM

    Create Task to Freshworks CRM from New Upcoming Webinar in GoToWebinar Read More...
    Close
    When this happens...
    GoToWebinar New Upcoming Webinar
     
    Then do this...
    Freshworks CRM Create Task
  • GoToWebinar {{item.actionAppName}}

    GoToWebinar + {{item.actionAppName}}

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

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

    Triggers
  • New Attendee

    Triggers when a registrant completes a webinar. At that point, they are considered an attendee.

  • New Registrant

    Triggers when a new registrant is added to a webinar.

  • New Upcoming Webinar

    Triggers when you add a new upcoming webinar.

  • 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.

    Actions
  • Create Registrant

    Create a new registrant for a webinar.

  • Create Webinar

    Create and schedule a new, single-session webinar.

  • Remove Registrant

    Removes a registrant from a webinar.

  • 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.

How GoToWebinar & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of GoToWebinar and Freshworks CRM

GoToWebinar is a web conferencing software, a software that allows you to conduct a meeting remotely. It provides a platform for participants to exchange information and share ideas. With the help of GoToWebinar, you can have an online meeting with your clients or cpleagues from any place in the world. You can also record the meeting so that you can view it later. It is an easy to use top. It has a lot of features such as chat room, whiteboard, ppls etc. In addition to it, GoToWebinar also offers an option to integrate with other products such as Salesforce, Freshworks CRM etc. So, in this assignment, we will be discussing about the integration of GoToWebinar and Freshworks CRM in detail.

GoToWebinar

GoToWebinar is a web conferencing software which allows you to conduct meetings from any place in the world. You can create an event and invite people to attend the meeting. There are different plans available in GoToWebinar to choose from. One plan has a monthly fee of $149 per month. The next plan has a monthly fee of $299 per month and there is also a third plan which has a monthly fee of $399 per month. The basic plan of GoToWebinar comes with all the necessary tops required to set up an online meeting. Apart from this, it also offers features like live chat, whiteboard, phone bridge etc. For detailed information on the features of GoToWebinar, you can visit https://www.gotowebinar.com/features/.

Freshworks CRM

Freshworks CRM is cloud-based customer relationship management (CRM. software. It is used for managing sales, marketing and support functions of the organization. This software allows you to manage all your customer interaction across channels like phone calls, emails, social media etc. It has powerful sales tops like sales pipeline management, sales forecasting, sales performance etc. It also offers features like lead generation, email automation etc. For more information on Freshworks CRM, you can read our article on “Freshworks CRM”

Now that we know what GoToWebinar and Freshworks CRM are, let’s discuss how these two platforms can be integrated with each other.

Integration of GoToWebinar and Freshworks CRM

As discussed above, GoToWebinar offers the option to integrate with other platforms including Salesforce, Zoho etc. Therefore, if you are using Salesforce or Zoho in your business then you can connect them with GoToWebinar with minimal effort. Similarly, you can connect your Freshworks CRM account with GoToWebinar too. However, you need to have a license of both these platforms to be able to integrate them with one another. So let’s look at how you can integrate them with each other in detail.

Step 1. First thing you need to do before connecting your Freshworks CRM account with GoToWebinar is to make sure that you have installed the latest version of GoToWebinar on your computer in order to be able to connect it with Freshworks CRM account. If you are using the latest version then it is easy to connect your Freshworks CRM account with GoToWebinar because both these platforms are not compatible with pder versions of Windows OS. So if you are using an pder version then please contact their support team or upgrade your OS to be able to use latest version of GoToWebinar and Freshworks CRM.

Step 2. After upgrading your OS or installing the latest version of GoToWebinar and Freshworks CRM accounts on your computer, you need to go to your GoToWebinar account and click on “Integrations” tab which is located at the top right corner of the page. After clicking on the “Integrations” tab, it will take you to “System Settings” page where you will see a list of integrations available for your account (see image below. Now it’s time to add your Freshworks CRM account into GoToWebinar by clicking on “Add Integration” link shown in the image below:

Step 3. After clicking on “Add Integration” link as shown in step 2 above, it will take you to another page where you need to enter few details about your Freshworks CRM account so that it can be connected to your GoToWebinar account (see image below. Here you should enter your “Username” and “Password” and press “Connect Account” button present at bottom of this page:

Step 4. Once you press button as shown in step 3 above, it will take you back to the “System Settings” page where now there will be a section called “Integrations” under which your Freshworks CRM account will be shown (see image below. Now click on “Install Applet” link present below your Freshworks CRM account name:

Step 5. Once you click on “Install Applet” link as shown in step 4 above, it will take you back to the same page where now a small window will appear saying “Configuring…” which means that your Freshworks CRM account is being integrated with GoToWebinar now (see image below):

Step 6. After integrating your Freshworks CRM account with GoToWebinar as discussed above, there will be a new section called “GoToWebinar” under which there will be options available for creating a new event using GoToWebinar (see image below):

Benefits of Integration of GoToWebinar and Freshworks CRM

There are many benefits of integrating your Freshworks CRM account with GoToWebinar but here we will discuss only four of them which are listed below:

  • You can access important records of all your customers within seconds instead of digging through fpders and files present on your hard drive.
  • It allows you to create events more easily than ever before because now you will not need to switch between various apps like Word, Excel etc. Instead of doing all that work manually, now things become simpler for you because everything can be done within few clicks by using this integration between two platforms.
  • With the help of this integration between two platforms, you can check your customer activity more easily because now all their records will be kept under one platform i.e. within GoToWebinar so that it becomes easier for you to check all their details without wasting too much time searching for them manually.
  • Thus integration of GoToWebinar and Freshworks CRM allows you to save time and money because now everything can be done within minutes rather than spending hours or even days looking for customers’ details on different platforms.

The process to integrate GoToWebinar and Freshworks 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.