ClickMeeting
Pipedrive
zapier

An automated workflow using zapier

Connects ClickMeeting + Pipedrive

Add new ClickMeeting webinar attendees as new Persons in Pipedrive

About this workflow template

This automation scenario allows you to connect ClickMeeting and Pipedrive

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

ClickMeeting and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Add new ClickMeeting webinar attendees as new Persons in Pipedrive
Workflow diagram: ClickMeeting + Pipedrive integration

How it works?

When this trigger fires in ClickMeeting

ClickMeeting

New Attendee in ClickMeeting

Triggers after a new attendee participated in your event without registration.

Then this action happens in Pipedrive

Pipedrive

Create Person in Pipedrive

Creates a new person.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new ClickMeeting webinar attendees as new Persons in Pipedrive.

Part I

Configure Applications

First, we need to connect ClickMeeting and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect ClickMeeting to Zapier.

    Connect ClickMeeting to Zapier.

    Give Zapier access to your ClickMeeting account, using ClickMeeting credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for ClickMeeting

    Set up a Trigger action for ClickMeeting

    Choose the following trigger: New Attendee (Triggers after a new attendee participated in your event without registration.).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Person (Creates a new person.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between ClickMeeting and Pipedrive.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new ClickMeeting webinar attendees as new Persons in Pipedrive!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal matches a Pipedrive filter.

    zapier
    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • ClickMeeting

    Add new registrant

    A new attendee will be registered to your event.

    zapierintegrately
    actionbyzapierintegrately
  • ClickMeeting

    Create new event

    A new event will be created.

    zapierintegrately
    actionbyzapierintegrately
  • ClickMeeting

    Create a registrant

    Creates a new attendee to an existing event.

    integromat
    actionbyintegromat
  • ClickMeeting

    Add meeting

    Adds a new meeting

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    actionbyautomateio
  • ClickMeeting

    Add registrant

    Registers a new meeting invitee

    automateio
    actionbyautomateio
  • ClickMeeting

    Create a conference

    Creates a new conference.

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    actionbyintegromat

Apps you need

Zapier

Zapier

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