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ClickMeeting + Salesforce

Create leads in Salesforce for every new registrants in ClickMeeting

This workflow streamlines the online registration process, making it more efficient for your business. When someone registers in ClickMeeting, the participant data is swiftly transferred as a lead into Salesforce. This seamless automation simplifies the handling of new registrations for your events, webinars, or meetings, saving you time and allowing for immediate follow-up actions in Salesforce.

This workflow streamlines the online registration process, making it more efficient for your business. When someone registers in ClickMeeting, the participant data is swiftly transferred as a lead into Salesforce. This seamless automation simplifies the handling of new registrations for your events, webinars, or meetings, saving you time and allowing for immediate follow-up actions in Salesforce.

  1. When this happens...
    ClickMeetingClickMeeting
    New Registrant

    Triggers when a new attendee registers to your event.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ClickMeeting triggers, actions, and search

    New Upcoming Event

    Triggers when you create a new event.

    Trigger
    Scheduled
    Try It
    • Room IDRequired

    Trigger
    Scheduled
    Try It
    • NameRequired

    • Room TypeRequired

    • Access TypeRequired

    • Registration

    Action
    Write
  • ClickMeeting triggers, actions, and search

    New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    Trigger
    Scheduled
    Try It
    • Room IDRequired

    Trigger
    Scheduled
    Try It
    • NameRequired

    • Last NameRequired

    • Email AdressRequired

    • Room IDRequired

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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About ClickMeeting

Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.

Related categories

  • Video Conferencing
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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