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GoTo Meeting + Salesforce

Create new tasks on Salesforce for new meetings on GoTo Meeting

Having trouble keeping your Salesforce prep work on time for all those meetings? Try setting up this GoTo Meeting Salesforce integration for some helpful scheduling automation. Once you do, every new meeting on GoTo Meeting will trigger a new task on Salesforce. This will automatically bring all the needed details into your sales platform from then on, making sure that you have everything you need to plan for and execute on those meetings.

Having trouble keeping your Salesforce prep work on time for all those meetings? Try setting up this GoTo Meeting Salesforce integration for some helpful scheduling automation. Once you do, every new meeting on GoTo Meeting will trigger a new task on Salesforce. This will automatically bring all the needed details into your sales platform from then on, making sure that you have everything you need to plan for and execute on those meetings.

  1. When this happens...
    GoTo MeetingGoTo Meeting
    New Meeting

    Triggers when a new meeting is created in your account.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GoTo Meeting triggers, actions, and search

    New Meeting

    Triggers when a new meeting is created in your account.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • SubjectRequired

    • Start TimeRequired

    • End TimeRequired

    • Conference Call InfoRequired

    • Meeting TypeRequired

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About GoTo Meeting

GoTo Meeting by LogMeIn is a world-class video conference software that makes it easier than ever to do business effectively even if you aren't in the same room.
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Related categories

  • Video Conferencing
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