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.
ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participationClickMeeting Integrations
ClickMeeting + SalesforceAdd new registrants on ClickMeeting to Salesforce as leads Read More...
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
Salesforce + SlackGet Slack notifications for new Salesforce opportunities Read More...
It's easy to connect Salesforce + ClickMeeting without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new attendee registers to your event.
Triggers when you create a new event.
Triggers when you create a new event with registration.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
A new attendee will be registered to your event.
A new event will be created.
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.