Grow your business with ClickMeeting for Salesforce

Use Salesforce to schedule and manage
ClickMeeting webinars and online meetings.

With ClickMeeting for Salesforce, you can:

  • Schedule

    Use Salesforce to schedule
    and start ClickMeeting events.

  • Invite

    Send ClickMeeting event invitations
    to Salesforce Leads and Contacts.

  • Browse

    Use Salesforce to view
    event-related data and files.

  • Import

    Access event-related data
    and files using Salesforce.

Explore more capabilities:

  • Join Events

    Join the event as a host directly from Salesforce.

  • Edit Events

    Modify event details, enable waiting room, add agenda.

  • Historical Events

    Access data from ClickMeeting events created using Salesforce.

  • Participant Data

    Browse data provided by participants during registration.

Set up ClickMeeting for Salesforce in 4 steps:

  1. Download the application
    from the AppExchange
    and install into your
    Salesforce account.
  2. Assign ClickMeeting admin
    permissions to yourself
    for access to the
    ClickMeetingAdmin tab.
  3. Click the ClickMeetingAdmin
    tab for access to the
    application manual.
  4. Go to the configuration page, enter requested data
    and assign permission to users.
ClickMeeting for Salesforce user Manual

Visit our Knowledge Base to learn everything you need to know about ClickMeeting for Salesforce.

To get started, read our step-by-step PDF manual.

ClickMeeting for Salesforce user Manual

More useful resources:

Use online presentations and webinars to turn cold contacts into hot leads.