ClickMeeting + SharpSpring

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 Attendee
Triggers after a new attendee participated in your event without registration.
TriggerPolling
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

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Supported triggers and actions

New Upcoming Event
Triggers when you create a new event.
Trigger
Polling
Try It
- Room IDRequired
Trigger
Polling
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- NameRequired
- Room TypeRequired
- Access TypeRequired
- Registration
Action
Write
New Account
A new Account is created in SharpSpring.
Trigger
Polling
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
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- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write

- Email AddressRequired
- 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
Try It
- Room IDRequired
Trigger
Polling
Try It
- NameRequired
- Last NameRequired
- Email AdressRequired
- Room IDRequired
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
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- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write