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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    ClickMeetingClickMeeting
    Add New Registrant

    Triggers when a new attendee registers to your event.

    ActionWrite
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Supported triggers and actions

clickmeeting logo
clickmeeting logo

About ClickMeeting

Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.

Related categories

  • Video Conferencing
redtailcrm logo
redtailcrm logo

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.