If you haven't set up your Breeze Integration, head here first.
When someone texts into your account you might not know who they are. But if you're using Breeze, Clearstream can automatically search your account for a matching profile. Clearstream will look for a matching profile based on the phone number. If a match is found, we'll sync their name and email into Clearstream (almost instantly).
To enable this feature, go to your Breeze Integration page and check the box to "Retrieve people details from Breeze when someone texts in."
How It Works
Someone texts in to join your Clearstream account for the first time.
Clearstream automatically looks for a matching profile in Breeze.
If it exists, Clearstream syncs their data (name & email address) from Breeze.
How It Helps
Automatically fill in Subscribers' name and email fields without asking people to submit them (if they already exist in Breeze).
In a Keyword Workflow, you can send a Collect Name & Email Form only to people who don't have a Breeze profile. Check out Branches to learn more.