How to connect CRM Connector + GoTo Meeting
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- New BroadcastTriggers when a new broadcast is created.Trigger
- New CompanyTriggers when a new company is created within a group.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New CRM ActivityTriggers when a new CRM activity is created.Trigger
- New EventTriggers when a new event is created.Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- New Invoice PaymentTriggers when an invoice is paid.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- CRM Connector
Triggers when a new ticket is created.
Scheduled
Trigger
- CRM Connector
Activates a workflow for a contact.
Scheduled
Action
- CRM Connector
Creates a new company, updates an existing company if exists.
Scheduled
Action
- CRM Connector
Creates a new contact, updates an existing contact if exists.
Scheduled
Action
- CRM Connector
Creates a new CRM activity for a contact.
Scheduled
Action
- CRM Connector
Creates a new event.
Scheduled
Action
- CRM Connector
Creates a new invoice.
Scheduled
Action
- CRM Connector
Creates a new opportunity for a contact.
Scheduled
Action
- CRM Connector
Queues a broadcast email.
Scheduled
Action
- GoTo Meeting
Triggers when a new meeting is created in your account.
Scheduled
Trigger
- GoTo Meeting
Creates a scheduled meeting in your account.
Scheduled
Action
How CRM Connector + GoTo Meeting Integrations Work
- Step 1: Authenticate CRM Connector and GoTo Meeting.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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