Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
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.GoToMeeting Integrations
Zendesk Sell + GoToMeetingCreate Meeting to GoToMeeting from New Task in Zendesk Sell Read More...
Zendesk Sell + GoToMeetingCreate Meeting to GoToMeeting from New Lead in Zendesk Sell Read More...
Zendesk Sell + GoToMeetingCreate Meeting to GoToMeeting from New Contact in Zendesk Sell Read More...
Zendesk Sell + GoToMeetingCreate Meeting from GoToMeeting from Updated Contact to Zendesk Sell Read More...
Zendesk Sell + GoToMeetingCreate Meeting to GoToMeeting from New Deal in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + GoToMeeting without coding knowledge. Start creating your own business flow.
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Triggers when a new meeting is created in your account.
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Creates a scheduled meeting in your account.
Zendesk Sell can be integrated with GoToMeeting. Here are the steps to integrate Zendesk Sell with GoToMeeting:
Step 1. Create an account at GoToMeeting.com.
Step 2. Log in to the account and click on “Addons” under your profile name.
Step 3. Click on “Add Ons” under “My Addons” panel.
Step 4. Click on “Install” button next to Zendesk Sell which will start downloading the “Zendesk Sell” Addon from your browser. Once the download completes, you will have to log in to your Zendesk account in order to get the code for the integration. Once you get the code, you can enter it in the “Integration Code” field in GoToMeeting. After entering the code, you will have to click on “Next” button in order to start the integration process.
Step 5. From the new screen that opens up, select “GoToMeeting” as the application you want to integrate with Zendesk Sell. Select the “GoToMeeting” account that is linked with your Zendesk account that you want to integrate with GoToMeeting. If there is no account linked, you can create one or link an existing account.
Step 6. After you have selected the option, a screen will appear asking you to choose between emailing of invitations to your contacts and inviting them via LinkedIn. Choose either one depending on your preferences and click on “Continue” button.
Step 7. Now that you have connected your Zendesk account with GoToMeeting account, you need to create a rule with GoToMeeting for integrating it with your Zendesk account and this step will guide you through that process. You will have to select the contacts that you want to add into GoToMeeting, either by selecting them manually or importing them from LinkedIn or Outlook contacts list. You can also invite them through email if this is your preferred way of inviting people for a webinar or seminar. Once you have selected the contacts, click on “Save & Continue” button. The next screen will take you through a few more steps like choosing the type of meeting (one-on-one or group), scheduling it and deciding whether you want to schedule it for now or later. Then you will be taken to another screen where you can invite your contacts to a meeting by using various methods like emailing them directly or inviting them via Facebook or LinkedIn. You can also ask them to join via phone number or mobile number if they have listed one on their contact details.
There are various benefits of integrating Zendesk Sell and GoToMeeting such as:
The process to integrate Zendesk Sell and GoToMeeting 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.