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ClickMeeting + Plaid Integrations

Syncing ClickMeeting with Plaid is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ClickMeeting and Plaid Integrations

  • ClickMeeting HubSpot

    ClickMeeting + HubSpot

    Add new registrants for ClickMeeting webinars to HubSpot contact lists Read More...
    When this happens...
    ClickMeeting New Registrant
     
    Then do this...
    HubSpot Add Contact to List
    Add ClickMeeting registrants to the contact list in your HubSpot CRM automatically after a webinar. This Appy Pie Connect integration will add a new contact record to your HubSpot account for all new ClickMeeting registrants. To set up this integration, you'll need a personal account on HubSpot and a ClickMeeting account. After that, you can connect ClickMeeting and HubSpot to make a new contact in HubSpot every time someone registers for any webinar on ClickMeeting.
    How Does ClickMeeting and HubSpot Work Together
    • A new attendee is added on ClickMeeting
    • Appy Pie Connect add that task to HubSpot
    You Will Require
    • ClickMeeting account
    • HubSpot account
  • ClickMeeting Salesforce

    ClickMeeting + Salesforce

    Add new registrants on ClickMeeting to Salesforce as leads Read More...
    When this happens...
    ClickMeeting New Registrant
     
    Then do this...
    Salesforce Create Record
    Add webinar registrants to Salesforce on the fly! Once you enable this integration, each new ClickMeeting registrant will be individually streamed in a Contact Record onto your Salesforce. This simple integration between ClickMeeting and Salesforce helps you add new webinar registrants to Salesforce as leads, follow up and nurture them, and ultimately convert them into meaningful revenue that can grow your business.
    How This ClickMeeting - Salesforce Integration Works
    • A new registrants is added on ClickMeeting
    • Appy Pie Connect will autoatmically add that contact details to Salesforce
    You Will Require
    • ClickMeeting account
    • Salesforce account
  • ClickMeeting AWeber

    ClickMeeting + AWeber

    Create subscribers in AWeber from ClickMeeting webinar registrants Read More...
    When this happens...
    ClickMeeting New Registrant
     
    Then do this...
    AWeber Create Subscriber
    Set up this connect flow and get registered new ClickMeeting webinar attendees added to your AWeber email list. As soon as a new ClickMeeting registrant is confirmed, Appy Pie Connect will grab their email address and update them in your AWeber account. You can also choose whether you want to create them as a subscriber or an unconfirmed contact. This automation is great for creating leads for your email marketing campaign using existing webinar software platforms.
    How This ClickMeeting - AWeber Integration Works
    • A new registrants is added on ClickMeeting
    • Appy Pie Connect creates a new subscriber in AWeber
    You Will Require
    • ClickMeeting account
    • AWeber account
  • ClickMeeting AWeber

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    {{item.message}} Read More...
    When this happens...
    ClickMeeting {{item.triggerTitle}}
     
    Then do this...
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Connect ClickMeeting + Plaid in easier way

It's easy to connect ClickMeeting + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

  • New Item

    Triggers when a new item is created.

    Actions
  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • Create payment recipient

    Create a new payment recipient

How ClickMeeting & Plaid Integrations Work

  1. Step 1: Choose ClickMeeting as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate ClickMeeting with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Plaid as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Plaid with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.