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ClickMeeting + Redtail CRM

ClickMeeting + Redtail CRM

ClickMeeting + Redtail CRM integrations

Create ClickMeeting registrants from new Redtail CRM activities

Effortlessly keep track of new activities in your Redtail CRM by automatically adding them as registrants in ClickMeeting. With this seamless workflow, every time a new activity is created in Redtail CRM, a new registrant will be added to ClickMeeting, ensuring your virtual meetings and events always have the most up-to-date participants. Spend less time manually managing attendees and focus on delivering engaging content to your audience.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Add New Registrant
    Add New Registrant
    Add New RegistrantTriggers when a new attendee registers to your event.
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More things you can do with Redtail CRM and ClickMeeting

Discover other triggers and actions you can use with Redtail CRM and ClickMeeting

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About ClickMeeting
Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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