PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participationClickMeeting Integrations
pipelinedeals + ClickMeetingAdd New Registrant in ClickMeeting when list deal stages is added to pipeline deals Read More...
pipelinedeals + ClickMeetingCreate New Event from ClickMeeting from list deal stages to pipeline deals Read More...
pipelinedeals + ClickMeetingAdd New Registrant in ClickMeeting when New Company is created in pipeline deals Read More...
pipelinedeals + ClickMeetingCreate New Event to ClickMeeting from New Company in pipeline deals Read More...
pipelinedeals + ClickMeetingAdd New Registrant in ClickMeeting when get event categories is added to pipeline deals Read More...
It's easy to connect pipelinedeals + ClickMeeting without coding knowledge. Start creating your own business flow.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Triggers when a new attendee registers to your event.
Triggers when you create a new event.
Triggers when you create a new event with registration.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
A new attendee will be registered to your event.
A new event will be created.
pipelinedeals? pipelinedeals is an online platform that enables the customers to easily accessClickMeeting, which is a cloud-based meeting platform. It offers four different packages for the customers, which are, Essentials, Standard, Professional and Enterprise.
ClickMeeting? ClickMeeting is a cloud-based meeting platform. It has many features that help the users to host live meetings. The features include the fplowing:
Integration with other services like Dropbox, Google Drive, Facebook, Twitter, LinkedIn etc.
Powerful and easy to use web interface
Live sharing of documents in the meeting room
Audio and video conferencing
Chat facilities during meeting
The customer will have to create an event on ClickMeeting and send an email invitation to their clients. After receiving the invitation, the clients will click on the link in the email and it will open a new tab in their browser. Now they can see a chat window with their account details wherein they can enter their name and join the meeting. By this way, they will be able to participate in the meeting and communicate via text chat, voice chat or video chat. When it comes to screen sharing, the customer has to click on one of their slides and then click on 'share' button. Then it will open up a window wherein they have to select their participants from the drop-down list including those who are not present in the meeting but only want to view their screen. After selecting their participants from the list they need to click on ‘Share’ button again. This action will share their screen with all of them and they can view all the slides at once. Once they are done with viewing all the slides, they can click on ‘done’ button to come out from the screen sharing option. They can also ask if there are any questions regarding the shared slides by pressing 'Ask question' button available below each slide. Once the question is answered, it will automatically close itself so as to not to bother all the other participants with an unanswered question. There are many other features available in ClickMeeting like screen sharing, document sharing, presentation mode and chat features which will enable you to conduct your meeting in an effective manner. B. Benefits of Integration of pipelinedeals and ClickMeeting Pipelinedeals and ClickMeeting both are cloud based platforms hence it made very easy to integrate them together. While conducting a meeting via ClickMeeting, customer can share any file through pipelinedeals and vice versa. Both platforms offer different features which can help you conduct your meeting in an effective manner. As both of these platforms are completely integrated together, customers do not have to go through any hassle while integrating them together. C. Conclusion In our opinion Pipelinedeals and Clickmeeting integration is one of the best ways to conduct business meetings online. With this combination you can save on time by conducting meetings online without having to travel back and forth to meet your clients. It helps you manage your time more efficiently as you do not have to waste your time travelling back and forth for meetings. All you need is a laptop or mobile device installed with internet connection and you are ready to go!
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