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Salesforce + ClickMeeting Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and ClickMeeting

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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

ClickMeeting Integrations
ClickMeeting Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • GoToMeeting GoToMeeting

Best Salesforce and ClickMeeting Integrations

  • Salesforce Salesforce

    ClickMeeting + Salesforce

    Add new registrants on ClickMeeting to Salesforce as leads Read More...
    When this happens...
    Salesforce 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
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

How Salesforce & ClickMeeting Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Salesforce and ClickMeeting

Salesforce is an enterprise application software used in sales, service, marketing and many other areas that manage customer data. Salesforce allows you to track your customers, leads, and prospects, automate business processes using workflow, and improve productivity with social features that help your employees cplaborate. ClickMeeting is a cloud-based Web conferencing spution that enables users to host meeting online among anywhere. It also provides the opportunity of sharing PowerPoint presentations, documents, images, and video files. The integration of Salesforce and ClickMeeting can be useful for organizations by allowing them to have a unified contact database which tracks the opportunities and leads within the Salesforce CRM system while providing the ability to access them from within the ClickMeeting Online Meeting Room.

The integration of Salesforce and ClickMeeting is beneficial for both organizations and customers/users. Salesforce provides an integrated environment for managing contacts by connecting between the Salesforce CRM system and ClickMeeting Online Meeting Room. By integrating the Salesforce CRM system with ClickMeeting Online Meeting Room, organizations are able to track the customers’ information such as name, address, email addresses, phone numbers on the meeting room screen while presenting their recent interactions with the customer so that they can interact directly with the customer during the meeting. This provides opportunities for users to check out the history of the customer before the meeting to prepare for the discussion at hand without having to go back to their desktops or laptops to search for it. Once the meeting has been completed, users are able to view all of the pertinent details of the meeting including notes taken during the meeting based on how they were shared. This allows users to take immediate action after the meeting has ended. In addition, the integration of Salesforce and ClickMeeting provides the opportunity for users to share PowerPoint slides with one another during the meeting while simultaneously providing a live chat opportunity to discuss ideas related to what is being presented in PowerPoint. This integration gives more opportunity for interaction between users and other participants in the meeting.

In conclusion, integrating Salesforce CRM system with ClickMeeting Online Meeting Room can provide numerous benefits for organizations and customers/users alike. Organizations are able to track their customer’s potential opportunities and leads within their CRM system while providing them an opportunity to interact directly with their customers/users during meetings to discuss topics at hand in real time without having to go back to their desktops or laptops for information. As a result, users are able to take immediate action after the meeting has ended. On the other hand, customers/users are able to view relevant information about their organization’s products and services while being able to communicate directly with employees during meetings through real time transcripts which provide an opportunity to obtain answers to questions they may have about those products and services.

The process to integrate Salesforce and ClickMeeting 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.