Flows

Flows Status Page

You can view the status of your Flows under Settings/ Flows/ Flow Status Org Admins can see: Name, Template, Last Run, Next Run Org Admins can take the following actions: 1. Enable/ Disable Flow 2. R…

Raviv Turner
Updated 1 year ago by Raviv Turner

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…

Eric Westerkamp
Updated 1 year 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…

Nic Zangre
Updated 1 year ago by Nic Zangre

Add a Quick-Flow 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…

Nic Zangre
Updated 6 months ago by Nic Zangre

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…

Eric Westerkamp
Updated 1 year ago by Eric Westerkamp

CaliberMind's Most Popular Flows | Automations

CaliberMind provides a data governance layer to your organization’s connected systems through automated processes known as Flows. These personalized data recommendations are determined during the “Data Hygiene Review” performed in Week 1 of CaliberMind onboarding.

Camela Thompson
Updated 1 year ago by Camela Thompson

Setting Up Workflow - Lead Deduplication

Overview. Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform wil…

Tyler Nguyen
Updated 3 months ago by Tyler Nguyen

ZoomInfo - Add-to/Enrich your database

CaliberMind helps you make full use of your ZoomInfo data! Our flows enable you to access many ZoomInfo capabilities via their API programatically. Outlined here is each specific flow and how they ar…

Nic Zangre
Updated 1 year ago by Nic Zangre

Setting Up Workflow - Website Repair

How does it work?. If an account does not have an organization domain associated with them, the CaliberMind platform will use the email address of main points-of-contacts to identify the company's do…

Tyler Nguyen
Updated 3 months ago by Tyler Nguyen

Setting Up Workflow - Account Deduplication

Overview. Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform wil…

Tyler Nguyen
Updated 3 months ago by Tyler Nguyen

Setting Up Workflow - Contact Deduplication

Overview. Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform wil…

Tyler Nguyen
Updated 3 months ago by Tyler Nguyen

Contact