1. Under your integrations page in Chili Piper, make sure you connect your GoToMeeting account
If you assign meetings for a team, make sure your team connects their GoToMeeting account as well.
2. In your Meeting Templates in Chili Piper, make sure the GoToMeeting dynamic tag is inserted.
Dynamic Fields for your template:
{!Assignee.GoToMeeting} |
The GoTo Meeting Conference details for the team member you're booking the meeting for (if you book for others) |
{!Booker.Conference.Details} |
The GoTo Meeting Conference details for yourself. |
At the time of the booking, you will see this field in the description:
Once you click the “Book Meeting” the field will be automatically populated in the description. And the prospect will receive the correct GoToMeeting details in their inbox.
You can also include GoToMeeting details in your reminders, so your prospect has them readily available before your call
