GoToMeeting for Salesforce

GoToMeeting for Salesforce provides a means of managing your meetings in your Customer Relationship Management (CRM) application. You can schedule, update, cancel and start meetings directly from a contact page in Salesforce. This lets you and your team keep future and past meetings linked directly to your contacts. Meeting history created in GoToMeeting is synchronized automatically on a nightly basis.

GoToMeeting for Salesforce lets you:

  • Schedule meetings for your Salesforce leads, contacts or opportunities
  • Update meeting details
  • Cancel or delete upcoming meetings
  • Start scheduled or ad hoc meetings
  • Sync and review your meeting history

Using GoToMeeting for Salesforce

Scheduling or starting an ad hoc meeting can be done from the Leads, Contacts or Opportunities pages.

Once a meeting is scheduled or completed, you can review the details of the meeting in the Event Detail view.

Related articles

GoToMeeting for Salesforce setup and requirements

Admin install for GoToMeeting for Salesforce

Schedule meetings in Salesforce

Update or cancel meetings in Salesforce

Start meetings in Salesforce

Sync and review meeting history in Salesforce