GoToMeeting Connection

OVERVIEW

Use PlusThis to create a GoToMeeting for a contact based on information stored in fields.  

INTEGRATIONS NEEDED FOR GOTOMEETING CONNECTION

ActiveCampaign

GoToMeeting

You are currently viewing this content for ActiveCampaign.
Click here to switch your platform.

Getting Started with GoToMeeting Connection

IMPORTANT. We highly recommend watching this video if it's the first time you've set up this tool. The video will shorten your learning curve significantly by showing you a quick example of how to implement the tool with ActiveCampaign.

GoToMeeting Connection Configuration Options

click image to enlarge

Create a Meeting

1

Enter a subject for the meeting

In the PlusThis field, enter a subject for the meeting. This subject will be used for all meetings created through this tool. 
2

Please select a datetime field for the meeting start date

Select a field for PlusThis to use as the meeting start date.  
3

What time would you like to use?

In this drop-down, select what time you would like to use for the meeting start time. 
a
Get time from a field - Select the field that contains the start time from the drop-down that appears.  
b
Set a static time - Enter the static time that you would like to use for every meeting created through this tool in the field provided. 
4

What timezone is the start date in?

Select a timezone from the drop-down to treat the start date in. 
5

How many minutes do you expect the meeting to last?

Enter an estimated duration for the meeting. This will help PlusThis determine when to perform meeting follow up actions (configured later in this tool configuration). 
6

Please select a tag to apply to the contact once the meeting is generated

In the drop-down, select the tag that you would like applied to the contact when the meeting has been generated.

If you do not have a tag created already, you need to log in to ActiveCampaign and create the tag first.

What information would you like to save from GoToMeeting?

7

Where would you like to store the meeting join URL?

Select a field where you would like the Join URL stored on the contact record.  

If you do not have a field created already, you will need to go into your ActiveCampaign account to create the field, and then come back to PlusThis and create this tool.
8

Where would you like to store the meeting subject?

If you would like to store the meeting subject in a field on the contact record, select that field here.  

click image to enlarge

click image to enlarge

Meeting Follow Up Actions

9

What tag(s) should we apply to an attendee?

In the drop-down, select what tag you would like to apply to people who attended the meeting.  
10

Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers. 

click image to enlarge

FAQs / Tips

Implementation Types

Webhook

Run your tool virtually anywhere in your automation using a Webhook element.

1
Copy the Webhook URL from PlusThis.
2
Open the automation that you’d like to add the webhook to. The webhook can be placed virtually anywhere in your automation.
3
Click the Plus where you would like to add the webhook. Choose ‘Conditions and Workflow’ from the left hand menu. From there, choose Webhook from the list.
4
Paste the PlusThis Webhook in the pop up and click save.

click image to enlarge