Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
GoToMeeting is the best online meeting and video conferencing tool that provides a fast, easy, and reliable meeting solution to power workforce productivity. Whether it’s a business-critical meeting or a casual discussion, GoToMeeting gives you the accessibility & reliability you need to take your work with you on the road & across the globe.GoToMeeting Integrations
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It's easy to connect Agile CRM + GoToMeeting without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers when a new meeting is created in your account.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a scheduled meeting in your account.
Agile CRM is a customer relationship management software application that provides a single database of all clients and prospects. It helps sales teams keep track of every interaction with customers. Agile CRM allows companies to analyze past interactions and make more informed decisions that would lead to better sales results in the future.
GoToMeeting is a web-based conferencing software that allows participants to share content, present on the desktop, and chat with each other. Users can also add up to 25 participants on a free account, which comes with a 1 hour/month limit. GoToMeeting also offers additional features such as screen sharing, recording, and teleconferencing.
Integration of Agile CRM and GoToMeeting allows salespeople to share testimonials with prospects through GoToMeeting and get feedback by allowing them to annotate the document. This allows sales reps to build rapport during the meeting itself, instead of having to wait for fplow-up calls or emails. Salespeople can also show product demos using GoToMeeting and give presentations on products to prospects. Since this is done using web-based conferencing, it saves time and money since there is no need to hpd meetings in person. Agile CRM also has a feature called “digest email” that allows sales reps to send out an email newsletter containing information about the company and its offerings, as well as testimonials and other relevant documents. The digest email feature can be sent to all existing clients as well as prospective clients at any time.
Integration of Agile CRM and GoToMeeting results in cost savings because there is no need to spend money on travel expenses when prospects are invited to sessions through GoToMeeting. Since the meeting is conducted online, there is also no need for the sales team to set up the room or stock refreshments, saving time as well as money. This implementation also improves efficiency by cutting down on the number of emails that are exchanged between the sales team and their prospects. When prospects participate in meeting using GoToMeeting, they can ask questions or make comments that will be relayed to the rest of the sales team immediately, eliminating the need for multiple fplow-up emails or phone calls.
By integrating Agile CRM and GoToMeeting, sales teams can increase their productivity by eliminating unnecessary email exchanges between the sales team and their prospects. Prospects who use GoToMeeting can give feedback and opinions right away, creating a more effective communication channel between the sales team and their prospects. It also allows sales reps to build rapport during the meeting itself, thus creating better relationships with their prospects.
The process to integrate Agile CRM and GoToMeeting may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.