GoToMeeting Connection

OVERVIEW

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

INTEGRATIONS NEEDED FOR GOTOMEETING CONNECTION

Drip

GoToMeeting

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

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
Use the time from the field selected above - Uses the time from the field you selected in step 2

b
Get time from a field - Select the field that contains the start time from the drop-down that appears.  
c
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 person when the meeting has been generated.

If you do not have a tag created already, you can create a tag by typing the name of the desired tag in the tag selector and the hitting "Add... ".

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 person record.  

If you do not have a field created already, you can create a field by typing the name of the desired field in the field selector and hitting "Add... ".
8

Where would you like to store the meeting subject?

If you would like to store the meeting subject in a field on the person 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

Rule

Run your tool as a Rule using a Run Action element.

1
Create a Rule.
2
Choose PlusThis from the left drop down.
3
Keep the right drop down as ‘Send person’.
4
Choose the tool you would like to run in the ‘Which Feature’ drop down.
5
Change the ‘Which action?’ drop down to ‘Run’.

click image to enlarge

Automation

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

1
Add an action in your Drip Automation.
2
Choose PlusThis from the left drop down.
3
Keep the right drop down as ‘Send person’.
4
Choose the tool you would like to run in the ‘Which Feature’ drop down.
5
Change the ‘Which action?’ drop down to ‘Run’.

click image to enlarge