GoToMeeting Connection - HubSpot

INTEGRATIONS NEEDED FOR GOTOMEETING CONNECTION

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Step 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.

Step 2: Please select a datetime field for the meeting start date

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

Step 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 property - Select the property 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.

Step 4: What timezone is the start date in?

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

Step 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).

Step 6: Please select a tag to apply to the contact once the meeting is generated

In the drop-down, select the list that you would like updated to the contact when the meeting has been generated.
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If you do not have a list created already, you can create a list by clicking on the plus (+) symbol on the right-hand side of the list selector.

Step 7: Where would you like to store the meeting join URL?

Select a property where you would like the Join URL stored on the contact record.
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If you do not have a property created already, you can create a property by clicking on the plus (+) symbol on the right-hand side of the property selector.

Step 8: Where would you like to store the meeting subject?

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

Step 9: What list(s) should we apply to an attendee?

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

Step 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.

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

Step 1: Copy the Webhook URL from PlusThis.

Step 2: Add an action in your Hubspot workflow where you would like the PlusThis tool to trigger.

Step 3: Choose the Webhook Trigger at the bottom of the action list on the right hand side.

Step 4: Paste the Webhook in the webhook URL area, and click ‘Save’.

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