How to connect GoTo Meeting + LeadSimple
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- New MeetingTriggers when a new meeting is created in your account.Trigger
- Create MeetingCreates a scheduled meeting in your account.Action
- Call CompletedTriggers when a new call is completed.Trigger
- Lead Changes PipelineTriggers when a lead changes pipelines.Trigger
- Lead Changes StageTriggers when a lead changes stages.Trigger
- Lead Changes TagsTriggers when a lead's tags change.Trigger
- Lead CreatedTriggers when a new lead is created.Trigger
- Lead Opens EmailTriggers when a lead opens email.Trigger
- LeadSimple
Triggers when a lead is reassigned.
Instant
Trigger
- LeadSimple
Triggers when an inbound conversation is created.
Instant
Trigger
- LeadSimple
Triggers when an outbound conversation is created.
Instant
Trigger
- LeadSimple
Triggers when a process changes stages.
Instant
Trigger
- LeadSimple
Triggers when a process changes tags.
Instant
Trigger
- LeadSimple
Triggers when a new process is created.
Instant
Trigger
- LeadSimple
Triggers when a process is reassigned.
Instant
Trigger
- LeadSimple
Triggers when a task is completed.
Instant
Trigger
- LeadSimple
Triggers when a task is created.
Instant
Trigger
- LeadSimple
Creates a Call in your account
Scheduled
Action
- LeadSimple
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Scheduled
Action
- LeadSimple
Creates a note on a lead. You'll need to find a lead first using the 'Find Lead' search action.
Scheduled
Action
- LeadSimple
Creates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.
Scheduled
Action
- LeadSimple
Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.
Scheduled
Action
- LeadSimple
Tags a Conversation.
Scheduled
Action
- LeadSimple
Updates a Contact in your account.
Scheduled
Action
- LeadSimple
Updates a Conversation.
Scheduled
Action
- LeadSimple
Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Scheduled
Action
- LeadSimple
Updates a Process. You'll need to specify a Process Type and a Stage.
Scheduled
Action
- LeadSimple
Updates a Property.
Scheduled
Action
- LeadSimple
Updates a Unit.
Scheduled
Action
- LeadSimple
Finds a contact in your account, by id or email address.
Scheduled
Action
- LeadSimple
Finds a Lead in your account, by id, email address or phone number. You can specify a Pipeline to search within, otherwise it searches all Pipelines in your account.
Scheduled
Action
- LeadSimple
Finds a Process in your account, by id, contact email address or phone number, property address etc. You can specify a Process Type to search within, otherwise it searches all Process Types in your account.
Scheduled
Action
- LeadSimple
Finds a Property in your account, by id or address.
Scheduled
Action
- LeadSimple
Searches the units on the property by the Unit Number
Scheduled
Action
- LeadSimple
Finds a user in your account, by name or email address.
Scheduled
Action
How GoTo Meeting + LeadSimple Integrations Work
- Step 1: Authenticate GoTo Meeting and LeadSimple.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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