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GoToMeeting + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between GoToMeeting and Customerly

About GoToMeeting

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.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best GoToMeeting and Customerly Integrations

  • GoToMeeting Google Calendar

    GoToMeeting + Google Calendar

    Add new detailed Google Calendar events for new GoToMeeting meetings Read More...
    When this happens...
    GoToMeeting New Meeting
     
    Then do this...
    Google Calendar Create Detailed Event
    This Connect Flow provides a more efficient alternative to manually adding all those meetings to your main calendar. Once this GoToMeeting-Google Calendar integration is turned on, every new GoToMeeting meeting will also create a new detailed event on Google Calendar, ensuring that your scheduling is always up to date, regardless of which programs you're using.
    The Method of Action
    • A new meeting is created on GoToMeeting
    • Appy Pie Connect adds a new detailed event to Google Calendar
    What You Need
    • GoToMeeting account
    • Google Calendar account
  • GoToMeeting Gmail

    GoToMeeting + Gmail

    Create drafts on Gmail for new GoToMeeting meetings Read More...
    When this happens...
    GoToMeeting New Meeting
     
    Then do this...
    Gmail Create Draft
    Don't assume you have to do everything manually just because you need to add some variable information to those meeting notice emails. If you enable the GoToMeeting Gmail integration, those emails will be always set up and ready for you. Any new GoToMeeting meeting will create a new draught email in your Gmail account with all the details, ready to be sent at a moment's notice whenever you add your additional content.
    How Does It Works
    • A new meeting is created on GoToMeeting
    • Appy Pie Connect creates a draft email in Gmail for you.
    What You Require
    • GoToMeeting account
    • Gmail account
  • GoToMeeting Salesforce

    GoToMeeting + Salesforce

    Create new Salesforce tasks for new GoToMeeting meetings Read More...
    When this happens...
    GoToMeeting New Meeting
     
    Then do this...
    Salesforce Create Record
    Having problems staying on track with your Salesforce prep work for all of those meetings? For some helpful scheduling automation, try setting up this GoToMeeting Salesforce integration. Once you've done that, every new GoToMeeting meeting will result in a new Salesforce task. This will then automatically import all the necessary information into your sales platform, ensuring that you have everything you need to organize and execute those appointments.
    How Does It Works
    • A new meeting is created on GoToMeeting
    • Appy Pie Connect creates a new Salesforce task for you automatically.
    What You Require
    • Salesforce account
    • GoToMeeting account
  • GoToMeeting Salesforce

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    When this happens...
    GoToMeeting {{item.triggerTitle}}
     
    Then do this...
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Connect GoToMeeting + Customerly in easier way

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

    Triggers
  • New Meeting

    Triggers when a new meeting is created in your account.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Meeting

    Creates a scheduled meeting in your account.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How GoToMeeting & Customerly Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of GoToMeeting and Customerly

GoToMeeting is an online web conferencing service for business meetings, virtual training, live video chat and more. GoToMeeting connects people from around the world, making cplaboration easy and convenient. GoToMeeting is also a great way to share files, applications, presentations and more.

Customerly is an integrated customer management software spution that provides companies with all the tops needed to manage their customers in one place. Customers can be segmented into different groups by company size, location or other factors. Customerly provides you with the ability to track your customers’ interactions with your brand through email, website visits and other interactions. Customerly keeps track of which customers have been on your site recently, how many times they have visited, how often they are contacted and what they do during their visit.

The integration between GoToMeeting and Customerly allows the two platforms to share information about your customers. Through the integration, information from Customerly will be pulled into GoToMeeting automatically as you add new contacts or customers to your GoToMeeting account. This allows you to save time by being able to search for existing contacts within GoToMeeting instead of having to re-enter that contact’s information. Additionally, this integration will allow you to use GoToMeeting as a mini CRM system. You can view your Customerly account within GoToMeeting and see all of your contacts currently stored in Customerly. Additionally, you can view all of the information Customerly has on your contacts such as their last page visit, their most recent customer survey score and any notes you have attached to them. This integration can help you to easily fplow up with your customers who may need a little extra attention. Additionally, it will allow you to see which of your contacts have responded to your emails, so you can make sure that you are only contacting them when they need it most.

GoToMeeting and Customerly are both useful platforms that can be used together to make managing your customers easier than ever. The integration between these two platforms makes it easy for companies to stay organized and focused on their customers. This integration makes it easy to keep track of information such as who your customers are and whether they have responded to past communications, making it easier to reach out only when necessary and saving you time in general.

The process to integrate GoToMeeting and Customerly 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.