Integrations GoToMeeting Sage Sales Management
GoToMeeting + Sage Sales Management

Connect GoToMeeting and Sage Sales Management to Build Intelligent Automations

Choose a Trigger

GoToMeeting

When this happens...

Choose an Action

Sage Sales Management

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

New Account

New Account

Triggers when a new account is created.

New Calendar Item

New Calendar Item

Triggers when a new calendar item is created.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is created

New Sales Order

New Sales Order

Triggers when a new sales order is created.

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 Account

Create Account

Create Account in ForceManager

Create Activity

Create Activity

Create activity

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Frequently Asked Questions

How do I start an integration between GoToMeeting and Sage Sales Management?

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

Can we customize how data from GoToMeeting is recorded in Sage Sales Management?

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

How often does the data sync between GoToMeeting and Sage Sales Management?

The data sync between GoToMeeting and Sage Sales Management 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 Sage Sales Management?

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 Sage Sales Management?

Yes, you can set conditional logic to control the flow of data between GoToMeeting and Sage Sales Management. 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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Sage Sales Management

About Sage Sales Management

ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.

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