ClickMeeting + Redtail CRM
Create ClickMeeting registrants from new Redtail CRM contacts
Effortlessly maintain organization between your CRM and webinar platforms with this automation. When a new contact is created in Redtail CRM, this workflow will add them as a new registrant in ClickMeeting, ensuring your contact database is seamlessly updated. Save time and focus on building relationships, while this integration keeps your attendee list up-to-date.
Effortlessly maintain organization between your CRM and webinar platforms with this automation. When a new contact is created in Redtail CRM, this workflow will add them as a new registrant in ClickMeeting, ensuring your contact database is seamlessly updated. Save time and focus on building relationships, while this integration keeps your attendee list up-to-date.
- When this happens...Contact Created
Triggers when a new contact 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.
Try It
