How to Integrate GoTo Meeting with Salesforce

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It is very easy to integrate GoTo Meeting with Salesforce via Zapier. Here’s a short guide on how to do it:

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1. Go to the left-side panel, then click 'Create'.
2. Choose 'Zaps' from the list of options.
3. After that, click the 'Trigger' tab to start the integration process.
4. Search for 'GoTo Meeting' and select it from the suggested results.
5. Next, specify your preferred 'Trigger Event'.
6. Tap 'Sign In' afterwards, then log into your active GoTo Meeting account.
7. Subsequently, click 'Allow' to agree with the terms and grant the necessary permission.
8. Tap 'Test Trigger' to run your input.
9. Select the record you wish to use, then click 'Continue With Selected Record'.
10. Following that, search for 'Salesforce' and pick it as the Action app.
11. Next, click the drop-down menu and choose the specific 'Action Event' you intend to execute.
12. Click 'Sign In' afterwards and log into your Salesforce account.
13. Subsequently, read the terms and tap 'Allow' to agree.
14. One by one, fill out the input fields with the required files and information.
15. Once done, click 'Continue' to proceed.
16. Finally, click 'Publish' to enable the integration between your GoTo Meeting and Salesforce accounts.