Connect GoToMeeting and Perfex CRM to Build Intelligent Automations
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Automate Instagram Comment Replies with Smart DMs
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your GoToMeeting integrations.
Get upcoming meetings
Get details of all upcoming meetings
Delete a Meeting
Deletes a specific meeting by meeting id.
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
Creates a scheduled meeting in your account.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
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Frequently Asked Questions
To start, connect both your GoToMeeting and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GoToMeeting triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how GoToMeeting data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between GoToMeeting and Perfex CRM 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 Perfex 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.
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.
Learn MoreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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