Did you know? Our team creates automation at no extra cost and provides support at any stage.

Get Started Free

ClickMeeting Salesforce Integration

With Appy Pie Automate, you can save time by combining ClickMeeting Integration with Salesforce Integration in one workflow.

  • 7 days free trial
  • Lightning Fast Setup
Get Started with ClickMeeting & Salesforce Integration
Heart

20 Million man hours saved

Award Winning App Integration Platform

Simplify ClickMeeting Salesforce Integration with seamless setup

Easily set up ClickMeeting Salesforce Integration without coding. Start automating your workflows and Integrate ClickMeeting with Salesforce today.

How ClickMeeting and Salesforce Integrations Work

Follow the steps below to start setting up your ClickMeeting integrations using Appy Pie Automate:

Trigger Details

  • ClickMeeting Integration
    Trigger application: ClickMeeting
  • ClickMeeting Integration
    Add Trigger Event:

Action Details

  • Salesforce Integration
    Trigger application: Salesforce
  • Salesforce Integration
    Add Action Event:
  1. Step 1: Select Trigger

    Choose ClickMeeting as the trigger app, select the desired event, authenticate your account, and successfully run a test.

  2. Step 2: Select Action

    After completing the trigger test, select Salesforce as the action app from the list to continue your workflow automation flow.

  3. Step 3: Authenticate

    Connect your Salesforce account & authenticate it. This ensures the integration works seamlessly.

  4. Step 4: Setup & Test

    Choose the data you want to send from ClickMeeting to Salesforce, run a final test, and your AI workflow automation is ready!

ClickMeeting and Salesforce Integration

Choose the app you want to Integrate with ClickMeeting and Salesforce

Popular Templates for ClickMeeting and Salesforce Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • ClickMeeting Integration
  • Salesforce Integration

Add new registrants on ClickMeeting to Salesforce as leads

  1. When this happens:

    New Registrant

  2. Then do this:

    Create Record

Use template for free
  • ClickMeeting Integration
  • Salesforce Integration

Create Lead to Salesforce from New Upcoming Event in ClickMeeting

  1. When this happens:

    New Upcoming Event

  2. Then do this:

    Create Lead

Use template for free
  • ClickMeeting Integration
  • Salesforce Integration

Update Contact in Salesforce when New Upcoming Event is created in ClickMeeting

  1. When this happens:

    New Upcoming Event

  2. Then do this:

    Update Contact

Use template for free
  • ClickMeeting Integration
  • Salesforce Integration

Update Custom Object in Salesforce when New Upcoming Event is created in ClickMeeting

  1. When this happens:

    New Upcoming Event

  2. Then do this:

    Update Custom Object

Use template for free
  • ClickMeeting Integration
  • Salesforce Integration

Update Record in Salesforce when New Upcoming Event is created in ClickMeeting

  1. When this happens:

    New Upcoming Event

  2. Then do this:

    Update Record

Use template for free

Related Blogs of Salesforce Integrations

15 Salesforce Automations That Drive More Sales

What Are Salesforce Automations? Salesforce automations are workflows that perform sales tasks automatically—like lead routing, follow-ups, approval

Zendesk vs. Salesforce: A Comprehensive Comparison of CRM Solutions

When it comes to choosing a customer relationship management (CRM) solution, the decision often boils down to two major contenders: Zendesk and Salesf

HubSpot CRM vs. Salesforce CRM: Which is right for you?

CRM is critical to operations for many businesses across the globe. It is important in properly storing and maintaining customer information for futur

Salesforce or ServiceNow: Choose the Right Platform

In today’s rapidly evolving business landscape, organizations rely heavily on technology to streamline their operations and enhance productivity

How to Use ChatGPT for Salesforce to Boost Productivity?

Salesforce is a powerful customer relationship management (CRM) platform that helps businesses streamline their processes and improve customer interac

How to integrate Facebook Lead Ads with Salesforce?

One of the most populous and popular social media platforms, Facebook has presented great advertising potential to businesses of all sizes and scopes.

How to Create a Zoom and Salesforce Integration?

Zoom is a widely used video conferencing tool that facilitates virtual meetings, webinars, and collaborative sessions, making it an essential platform

How to Integrate Salesforce with Microsoft Teams?

Salesforce and Microsoft Teams, both have been around for a while now. Microsoft Teams enables better collaboration between various teams, and Salesfo

Top 15 Salesforce Alternatives in 2025

In the world of Customer Relationship Management (CRM) software, Salesforce has long been a dominant player. Businesses can consider using Salesforce

Salesforce Review: What Makes It Stand Out in the CRM Market?

When I first started using Salesforce, I didn’t know how much it would change the way I handle business tasks. I had heard a lot about it being the

How to Create a Chatbot in Salesforce?

Regardless of their scale and size, most businesses have acknowledged the need for a chatbot for greater productivity and enhanced customer experience

Salesforce AWS S3 Integration | How to integrate Salesforce with AWS S3?

Data is gold. A statement that is quickly turning into a time-tested cliche. As a business owner, it is important to manage and store your sales and c

Streamline Your Workflow with AI Workflow Automation

FAQs on ClickMeeting Salesforce Integrations

  • What Is ClickMeeting?

    ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

  • What Is Salesforce?

    Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

  • How ClickMeeting and Salesforce Integrations Work?

    The integration between ClickMeeting and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:

    • Connection Establishment: The first step is establishing a secure connection between ClickMeeting and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
    • Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
    • Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
    • Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
    • Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
    • Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.

  • Is the Integration Between ClickMeeting and Salesforce secure?

    While assessing the security of integrating ClickMeeting with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the ClickMeeting-Salesforce integration:

    • Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
    • Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
    • Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
    • Data Storage Security: This ensures that the databases or storage systems used by ClickMeeting and Salesforce integration have adequate security measures.
    • User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar  | Last Updated on November 2, 2025, 2:28 am

All-in-one integration tool for web and mobile apps

Use the most powerful applications integration platform

Get Started Free
Book An Appointment