How to Integrate GoTo Meeting with Salesforce

Quick summary

This guide shows how to integrate GoTo Meeting with Salesforce using Zapier by building a Zap that triggers on GoTo Meeting events and executes actions in Salesforce. Once published, the automation keeps your meeting and CRM data in sync without any manual effort.

Steps

1. Go to the left-side panel, then click Create.
2. Choose Zaps from the list of options.
3. Click the Trigger tab to start the integration process.
4. Search for GoTo Meeting and select it from the suggested results.
5. Specify your preferred Trigger Event using the event dropdown.
6. Click Sign In and log into your active GoTo Meeting account.
7. Click Allow to agree to the terms and grant the necessary permissions.
8. Click Test Trigger to run and validate your input.
9. Select the record you wish to use, then click Continue With Selected Record.
10. Search for Salesforce and select it as the Action app.
11. Open the drop-down menu and choose the specific Action Event you intend to execute.
12. Click Sign In and log into your Salesforce account.
13. Read the terms and click Allow to grant access.
14. Fill out the input fields one by one with the required files and information.
15. Click Continue to proceed to the next step.
16. Click Publish to enable the live integration between GoTo Meeting and Salesforce.