Create or update Airtable records from new RD Station opportunities
Manage your opportunities smoothly and efficiently with this streamlined workflow. When a new opportunity arises in RD Station, it will immediately create or update a record in Airtable. It provides an efficient way to track and assess potential business prospects, making your sales management process more systematic and effective.
Manage your opportunities smoothly and efficiently with this streamlined workflow. When a new opportunity arises in RD Station, it will immediately create or update a record in Airtable. It provides an efficient way to track and assess potential business prospects, making your sales management process more systematic and effective.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
BaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
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