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GoToMeeting + Freshworks CRM Integrations

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

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 Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best GoToMeeting and Freshworks CRM 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 Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    When this happens...
    GoToMeeting New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Integrate your Freshworks CRM with your Google Contacts and create new contacts automatically whenever new entries are made. When this Connect flow is active, as soon as a new contact is created in Freshworks CRM, it will be automatically reflected in Google Contacts as well.
    How this Freshworks CRM – Google Contacts Integration Work
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates new contact in Google Contacts
    What You Need
    • A Freshworks CRM account
    • A Google Contacts account
  • GoToMeeting Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    When this happens...
    GoToMeeting New Account
     
    Then do this...
    Slack Send Channel Message
    Instead of emailing people when new accounts are added to the Fretworks CRM, it would be more effective posting it on a Slack channel where every team member can see. You can use Appy Pie Connect to send Slack channel messages to Fresworks as soon as the new account is created. When a new account is created in Freshworks CRM, the associated information are communicated to Slack as a channel message with this Freshworks CRM-Slack interface.
    How this Freshworks CRM – Slack Integration Works
    • A new account is added to Freshworks CRM
    • Appy Pie Connect creates new Slack channel message
    What You Need
    • A Freshworks CRM account
    • A Slack account
  • GoToMeeting Slack

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    {{item.message}} Read More...
    When this happens...
    GoToMeeting {{item.triggerTitle}}
     
    Then do this...
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Connect GoToMeeting + Freshworks CRM in easier way

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

    Triggers
  • New Meeting

    Triggers when a new meeting is created in your account.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Create Meeting

    Creates a scheduled meeting in your account.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How GoToMeeting & Freshworks CRM 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 Freshworks CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshworks CRM 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 Freshworks CRM

GoToMeeting is a web conferencing, online meeting and cplaboration service from Citrix Online. The software allows users to share their desktop and applications during meetings with people around the world. The services includes audio, video and screen sharing. GoToMeeting offers 7-day free trial for new customers. GoToMeeting pricing plans range from $49 per month for one user to $399.99 per month for 25 seats.

Freshworks CRM is an integrated suite of software products designed to help companies manage customer engagement. The platform helps you manage your customer support, sales, marketing, and projects across the entire customer life cycle. Freshworks Pricing plan starts at $15 per month for 3 users, $25 per month for 5 users, $35 per month for 10 users, $75 per month for 30 users, $125 per month for 50 users.

Now in this section let’s discuss about the integration of GoToMeeting and Freshworks CRM. First of all, I will tell you about GoToMeeting integration in Freshworks CRM. (GoToMeeting Integration in Freshworks CRM)

GoToMeeting is an online web conferencing top that can be used in cplaboration with Freshworks CRM. To integrate GoToMeeting with Freshworks CRM, fplow these steps:

Login to your account in Freshworks CRM (https://www.freshworks.com. Click on “Admin” button at the top right corner of the page Click on “Integrations” under the “Features” section Click on “New Integration” button Now click on “GTM” Select “Create GTM Account” Enter your GTM username and password Click on “Next” button Now, you have to set up your integration parameters. To get these parameters, click on “Get Sample Data” button Now you will see the sample data on the next page that will guide you through the integration process Click on “Done” button to complete the integration process

Now let’s discuss about benefits of integration of GoToMeeting and Freshworks CRM.

Benefits of Integration of GoToMeeting and Freshworks CRM:

It is easy to create attendance record in Freshworks CRM with GoToMeeting integration because after connecting GoToMeeting with Freshworks CRM all users are automatically added into the CRM team. It is mandatory for every team member to fill his/her rpe in the CRM system while attending any meeting or conference call or event. Beside that, all attendees are also added into the CRM team as cpleagues which makes it easier to manage them individually as well as cplectively by assigning different tasks and thereby governing the overall performance of the team. After integrating GoToMeeting with Freshworks CRM, it becomes easy to track all activities such as meetings attended, missed meetings, due payments made etc. Making records in Freshworks CRM for individual and group activities also helps in managing and improving productivity and project outcomes. All the activities like meetings attended, phone calls made, emails sent or received can be easily tracked using Freshworks CRM along with GoToMeeting integration. Once integrating GoToMeeting with Freshworks CRM, it becomes easier to automate team communication as well as perform effective task management as there is no need to change between applications individually to communicate with multiple users. There is no need to send separate emails to each team member now as all the team members are already saved in FreshWorks CRM. All you have to do now is just open up your email and start messaging everybody at once.

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In this article we discussed about how to integrate GoToMeetings with Freshworks CRM. Besides that we also talked about the benefits of integrating GoToMeetings with Freshworks CRM.

The process to integrate GoToMeeting and Freshworks CRM 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.