GoTo Meeting + Salesforce
Create new tasks on Salesforce for new meetings on GoTo Meeting
Having trouble keeping your Salesforce prep work on time for all those meetings? Try setting up this GoTo Meeting Salesforce integration for some helpful scheduling automation. Once you do, every new meeting on GoTo Meeting will trigger a new task on Salesforce. This will automatically bring all the needed details into your sales platform from then on, making sure that you have everything you need to plan for and execute on those meetings.
Having trouble keeping your Salesforce prep work on time for all those meetings? Try setting up this GoTo Meeting Salesforce integration for some helpful scheduling automation. Once you do, every new meeting on GoTo Meeting will trigger a new task on Salesforce. This will automatically bring all the needed details into your sales platform from then on, making sure that you have everything you need to plan for and execute on those meetings.
- When this happens...New Meeting
Triggers when a new meeting is created in your account.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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