ClickMeeting + SharpSpring

ClickMeeting + SharpSpring integrations

Create or update SharpSpring leads with new ClickMeeting attendees

Stay on top of your lead management with this nifty workflow. Whenever a new attendee registers on ClickMeeting, this integration identifies or updates the corresponding lead in SharpSpring. This process keeps your contact list up-to-date, enabling prompt and effective follow-ups. Enjoy the benefits of streamlined event management and efficient lead nurturing.

When this happens...
New AttendeeTriggers after a new attendee participated in your event without registration.
TriggerPolling
automatically do this!
Create/Update LeadCreate a Lead in SharpSpring or update by email address.
ActionWrite

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More things you can do with ClickMeeting and SharpSpring

Discover other triggers and actions you can use with ClickMeeting and SharpSpring

New Upcoming Event
Triggers when you create a new event.
Trigger
Polling
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- Room ID
  Required
Trigger
Polling
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- Name
  Required
- Room Type
  Required
- Access Type
  Required
- Registration
Action
Write
New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It

New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write

- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

New Upcoming Event with Registration
Triggers when you create a new event with registration.
Trigger
Polling
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- Room ID
  Required
Trigger
Polling
Try It
- Name
  Required
- Last Name
  Required
- Email Adress
  Required
- Room ID
  Required
Action
Write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
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New Lead
When a lead has been created in sharpspring.
Trigger
Polling
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write

About ClickMeeting

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

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Related categories

Video Conferencing

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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Related categories

Marketing Automation

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