ClickMeeting + Salesforce Integration

Integrate ClickMeeting to Salesforce in one click, or tell Integrately AI how you want each lead handled. Capture webinar registrations, create and update Salesforce leads, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickMeeting
    New attendee registers in ClickMeeting
  • ClickMeeting
    New attendee has participated in ClickMeeting
  • ClickMeeting
    New event is created in ClickMeeting
  • ClickMeeting
    New event is created with registration in ClickMeeting
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • ClickMeeting
    Add new registrant in ClickMeeting
  • ClickMeeting
    Create new event in ClickMeeting
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for ClickMeeting + Salesforce Integration

Capture new webinar attendees, create Salesforce leads, organise contact details, update CRM records, and trigger follow-ups, all in just one click.

  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickMeeting + Salesforce flow

Sync your webinar participants into email campaigns, schedule follow-up meetings, and notify your sales team. Pick a combination and activate it in one click.

ClickMeeting
Salesforce
+
Google CalendarGoogle Calendar (8)
+
MailchimpMailchimp (8)
+
ZoomZoom (8)
+
SlackSlack (8)
+
TypeformTypeform (8)
+
StripeStripe (8)
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Create a Google Calendar meeting for every ClickMeeting event, and create a Salesforce record
Every new ClickMeeting event schedules a Google Calendar meeting and creates a Salesforce record instantly, so your team stays aligned without manual scheduling.
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Add every ClickMeeting registrant to Salesforce and schedule a Google Calendar follow-up
New ClickMeeting registrants appear in Salesforce as leads while Google Calendar schedules your follow-up meetings automatically.
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When a Salesforce record is updated, update the ClickMeeting event and reschedule Google Calendar
Salesforce record updates adjust your ClickMeeting event and reschedule your Google Calendar appointments in real time.
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Create a Salesforce task for every ClickMeeting participant, and schedule a Google Calendar review
ClickMeeting participants generate Salesforce follow-up tasks and Google Calendar review slots automatically.
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If a Salesforce lead is created, create a ClickMeeting event and schedule a Google Calendar briefing
New Salesforce leads trigger a ClickMeeting event creation and a Google Calendar briefing session instantly.
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When a Salesforce opportunity is updated, update the ClickMeeting registrant status and Google Calendar
Salesforce opportunity changes update your ClickMeeting registrant status and adjust Google Calendar schedules.
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Use ChatGPT to summarise ClickMeeting attendee notes, create a Salesforce record, and schedule in Google Calendar
ChatGPT summarises ClickMeeting attendee notes before Salesforce stores the record and Google Calendar schedules the follow-up.
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Turn every ClickMeeting event registration into a Salesforce contact, schedule a Google Calendar session, and notify via Slack
ClickMeeting registrations become Salesforce contacts, Google Calendar events, and Slack notifications simultaneously.

Supported triggers and actions for ClickMeeting and Salesforce

Mix and match to build the exact automation you need

ClickMeeting
ClickMeeting Triggers & Actions
New attendee registers in ClickMeeting
Triggers the automation when a new attendee registers for an event
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New attendee has participated in ClickMeeting
Triggers the automation when a new attendee participates in an event
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New event is created in ClickMeeting
Triggers the automation when a new event is added
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New event is created with registration in ClickMeeting
Triggers the automation when a new event is created with registration
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Add new registrant in ClickMeeting
Adds a new registrant to the database
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Create new event in ClickMeeting
Creates a new event
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with ClickMeeting + Salesforce?

Streamline your webinar workflows by automatically capturing attendee registrations, updating CRM records, and triggering follow-up actions without manual data entry.

What you can automate?
🎯
Sync ClickMeeting registrations to Salesforce
Capture every webinar attendee registration in ClickMeeting and automatically create corresponding leads or contacts in Salesforce without lifting a finger.
📋
Capture every submitted registration field
Map all custom questions and submitted answers from ClickMeeting into separate Salesforce fields instead of just basic names and email addresses.
🔔
Alert your sales team instantly
Notify the right sales representative or team channel the moment an important prospect registers for your ClickMeeting webinar.
🔀
Route leads based on submitted criteria
Perform different actions in Salesforce depending on specific answers or company domains submitted during ClickMeeting registration.
🔄
Keep Salesforce updated as events change
Automatically update your Salesforce records whenever webinar details, schedules, or attendance statuses change in ClickMeeting.
🔍
Prevent duplicate records in your CRM
Search existing Salesforce records before creating new ones to ensure registrants update current contacts rather than generating duplicates.
⏱️
Handle post-webinar status changes
Update Salesforce opportunity stages or create follow-up tasks automatically once an attendee completes a ClickMeeting session.
🔌
Extend your workflow to team messaging
Trigger team notifications in Slack or email updates in Mailchimp automatically after your ClickMeeting and Salesforce steps finish.
And much more...

Who is ClickMeeting + Salesforce integration for?

Webinar organisers, sales managers, and marketing teams streamline lead capture, eliminate manual data entry, and keep CRM records updated instantly.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Event coordinators
Event coordinators
Sales operations specialists
Sales operations specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running webinar campaigns and tracking attendee registrations, but your CRM records only update when someone manually exports attendee lists, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new registrant lands in Salesforce instantly and your data stays current.
Sales representatives
You need to reach out to webinar participants while interest is high, but finding out who attended takes hours of manual list checking, meaning leads go cold before you make contact — this integration means every participant creates a Salesforce task instantly and your team can follow up right away.
🤝
Account managers
You answer to clients who want to see webinar engagement metrics, but pulling attendance reports requires stitching data together across platforms every week — automating both apps means every participant updates your Salesforce records automatically and progress is always transparent.
📊
Event coordinators
The webinar registration volume is too high for anyone to keep up by hand, leading to missing contact details and unassigned leads in your pipeline — connecting these apps means every submission populates Salesforce records automatically and nothing slips through the cracks.
🔄
Sales operations specialists
You own the handoff between marketing webinars and sales outreach, but delayed data transfers cause friction and missed follow-ups across departments — automating both apps means webinar registrants become Salesforce leads instantly and your pipeline flows without interruption.
🗂️
Customer success leads
You need a reliable history of customer webinar attendance, but keep finding gaps in your records due to manual entry errors — with this integration, every participation event updates Salesforce accurately and your historical data remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate ClickMeeting + Salesforce

Build and manage your ClickMeeting + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickMeeting + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect ClickMeeting to Salesforce?
Frequently Asked Questions
You can connect ClickMeeting to Salesforce in one click using ready-made templates on Integrately. Select a workflow, authenticate your accounts, and let Integrately AI help map your fields instantly.
Can I automatically create Salesforce leads from ClickMeeting webinar registrations?
Frequently Asked Questions
Can I connect ClickMeeting, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickMeeting and Salesforce?
Frequently Asked Questions
How does ClickMeeting data get transferred to Salesforce?
Frequently Asked Questions
Can I update existing Salesforce records when ClickMeeting events change?
Frequently Asked Questions
Do I need coding skills to automate ClickMeeting and Salesforce?
Frequently Asked Questions
Is the ClickMeeting and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect ClickMeeting or Salesforce With 1500+ Other Apps

ClickMeeting
Popular ClickMeeting Integrations
Connect ClickMeeting with email marketing, calendar, and video conferencing tools to manage your webinars and events.
Salesforce
Popular Salesforce Integrations
Sync Salesforce with accounting, project management, and customer support platforms to keep your business data connected.