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Flows

Using ClearBit Flows

CaliberMind has a number of different workflows built specifically around Clearbit. These flows enable you to access many of the Clearbit capabilities. Outlined here is each specific flow and how the…

Updated 4 months ago by Eric Westerkamp

How to use QuickFlows

In CaliberMind there are two ways of starting and kicking off a workflow. First is to create a standard Flow that runs on a specific schedule. This is perfect for flows that need to update data every…

Updated 2 months ago by Eric Westerkamp

Merge records in Salesforce CRM

Overview. One of the many benefits of a Customer Data platform is that it can replace many cumbersome processes and point tools in the marketing and sales stack. A popular use case is using a CDP as…

Updated 12 minutes ago by Nic Zangre

Add to Salesforce Campaign

Campaigns are the cornerstone for tracking marketing ROI and attribution. They allow you to group leads and contacts (people) by a certain outreach, tactic or channel so as to deliver marketing mater…

Updated 2 months ago by Nic Zangre

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