ClickMeeting + Redtail CRM
Update contacts in Redtail CRM and add new registrants to ClickMeeting
Keep your ClickMeeting attendees up-to-date with this streamlined workflow. Whenever a contact is updated in Redtail CRM, this integration ensures the attendee's information is also updated in ClickMeeting, making sure your webinars and online events always have the most current details. Focus on delivering captivating presentations while saving time on manual data entry.
Keep your ClickMeeting attendees up-to-date with this streamlined workflow. Whenever a contact is updated in Redtail CRM, this integration ensures the attendee's information is also updated in ClickMeeting, making sure your webinars and online events always have the most current details. Focus on delivering captivating presentations while saving time on manual data entry.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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.
Try It
