Integrate pipelinedeals with ClickMeeting

Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and ClickMeeting

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

Want to explore pipelinedeals + ClickMeeting quick connects for faster integration? Here’s our list of the best pipelinedeals + ClickMeeting quick connects.

Explore quick connects

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Connect pipelinedeals + ClickMeeting in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

  • Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

How pipelinedeals & ClickMeeting Integrations Work

  1. Step 1: Choose pipelinedeals 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 ClickMeeting 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 pipelinedeals to ClickMeeting.

    (2 minutes)

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

Integration of pipelinedeals and ClickMeeting

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

Screencasting tops

Desktop sharing

Audio and video conferencing

File sharing

Chat facilities during meeting

  • Body of the article
  • Integration of pipelinedeals and ClickMeeting To integrate pipelinedeals and ClickMeeting the customer has to visit the pipelinedeals website and sign up for an account. After signing up, the customer can access the user dashboard from where they can add clients. The customer can also access the client's dashboard from where they can add meetings. Once the integration between pipelinedeals and ClickMeeting is done, the customer can start using both the platforms.
  • 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!

    The process to integrate pipelinedeals and ClickMeeting 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm