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.
Categories
ClickMeeting and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in ClickMeeting
Triggers after a new attendee participated in your event without registration.
Then this action happens in Pipedrive
Creates a new person.
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
First, we need to connect ClickMeeting and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ClickMeeting to Zapier.
Give Zapier access to your ClickMeeting account, using ClickMeeting credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Person (Creates a new person.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ClickMeeting and Pipedrive.
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!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
A new attendee will be registered to your event.
A new event will be created.
Creates a new attendee to an existing event.
Adds a new meeting
Registers a new meeting invitee
Creates a new conference.
Pipedrive alternatives
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