
When this happens...

Automatically do this!
Create a lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your GoToMeeting integrations.
Get details of all upcoming meetings
Deletes a specific meeting by meeting id.
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.
Creates a scheduled meeting in your account.
Create a new lead in Clear CRM using the contact and company details you provide.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your GoToMeeting and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GoToMeeting triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how GoToMeeting data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.
The data sync between GoToMeeting and ClearCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between GoToMeeting and ClearCRM. 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 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.
Learn MoreClear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
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