Before creating an automation scenario, connect the app to Albato.
In this article you will find a connection guide.
How to send data to ClickMeeting
Let’s consider an example of transferring your amoCRM data to ClickMeeting.
First, you will need to create an automation scenario with these apps. It is an automation scenario for transferring data between systems connected to Albato.
Open the Automations tab and click the New button.
Select:
- sending app - amoCRM.
- trigger to start the scenario - New contact created
- your connection
Click the Continue button.
Next, select:
- receiving app - ClickMeeting
- action to perform in receiving app - New contact
- your connection
The next step is to fill in the fields. You can fill in any fields according to your needs.
The automation is ready! You can start it now.
