ClickMeeting + Redtail CRM
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.
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.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add New Registrant
Triggers when a new attendee registers to your event.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
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