What if you want to segment your leads based on their current pipeline stage? For example, if you want to give a better experience to your leads and avoid spamming emails to them, you might want to stop sending marketing/outbound emails from RD Station and focus the communication on the sale process. This way, emails sent from salespeople have more chance to close the deal.
Note: This Zapier integration will send conversion events only for new changes on deals.
How this Agendor-RD Station integration works
- A deal is moved to another stage on the pipeline
- Zapier adds a new conversion event using the deal's organization email
- RD Station
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Triggers when a new Person (Pessoa) is created.
Updates a Deal Status (Atualizar Status de um Negócio).
Triggers when a Deal (Negócio) is set as won.
Updates a Deal Stage (Mover Negócio de Etapa).
Triggers when a new Company (Empresa) is created.
Creates a Task (Tarefa/Comentário).
Triggers when a Deal (Negócio) is set as lost.
Updates a Deal (Negócio).
Triggers when an Company (Empresa) is edited.
Updates a Person (Pessoa).
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