Freshsales Classic + GoTo Meeting Integrations
How to connect Freshsales Classic + GoTo Meeting
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New AccountTriggers when a new account is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Add Note to ContactAdds a note to a contact.Action
- Add Note to DealAdds a note to a deal.Action
- Add Note to LeadAdds a note to a lead.Action
- Freshsales Classic
Adds a note to a sales account.
Scheduled
Action
- Freshsales Classic
Creates a new account.
Scheduled
Action
- Freshsales Classic
Creates a new contact.
Scheduled
Action
- Freshsales Classic
Creates a new deal.
Scheduled
Action
- Freshsales Classic
Creates a new lead.
Scheduled
Action
- Freshsales Classic
Delete an existing contact.
Scheduled
Action
- Freshsales Classic
Convert a Lead.
Scheduled
Action
- Freshsales Classic
Updates an existing account.
Scheduled
Action
- Freshsales Classic
Updates an existing contact.
Scheduled
Action
- Freshsales Classic
Updates an existing deal.
Scheduled
Action
- Freshsales Classic
Updates an existing lead.
Scheduled
Action
- Freshsales Classic
Find an existing account by name.
Scheduled
Action
- Freshsales Classic
Find an existing contact by email.
Scheduled
Action
- Freshsales Classic
Find an existing lead by email.
Scheduled
Action
- Freshsales Classic
Search the matching Contacts
Scheduled
Action
- Freshsales Classic
Search the matching Leads
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 Freshsales Classic + GoTo Meeting Integrations Work
- Step 1: Authenticate Freshsales Classic 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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