Connect GoToMeeting and ATZ CRM to Build Intelligent Automations

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GoToMeeting

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ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Update Contact

Update Contact

Add a new contact or update an existing contact in ATZ CRM.

Do thisActions

Action is the task that follows automatically within your GoToMeeting integrations.

Get upcoming meetings

Get upcoming meetings

Get details of all upcoming meetings

Delete a Meeting

Delete a Meeting

Deletes a specific meeting by meeting id.

Start meeting

Start meeting

Returns a host URL that can be used to start a meeting. When this URL is opened in a web browser, the GoTo Meeting client will be downloaded and launched and the meeting will start. The end user is not required to login to a client.

Create Meeting

Create Meeting

Creates a scheduled meeting in your account.

Create Candidate

Create Candidate

Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.

Update candidate

Update candidate

Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.

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Frequently Asked Questions

How do I start an integration between GoToMeeting and ATZ CRM?

To start, connect both your GoToMeeting and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GoToMeeting triggers actions in ATZ CRM (or vice versa).

Can we customize how data from GoToMeeting is recorded in ATZ CRM?

Absolutely. You can customize how GoToMeeting data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between GoToMeeting and ATZ CRM?

The data sync between GoToMeeting and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from GoToMeeting to ATZ CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between GoToMeeting and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between GoToMeeting and ATZ CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

GoToMeeting

About GoToMeeting

GoToMeeting is a professional online meeting software that makes it easy to connect with people from anywhere in the world. It offers high-quality video conferencing, screen sharing, and collaboration tools to enhance productivity and communication.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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