Integrate clieent.com with RD Station to automate your work
How Zapier works
Zapier makes it easy to integrate clieent.com with RD Station - no code necessary. See how you can get setup in minutes.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Fetch All Reminders
That triggers works whenever you have new Reminder registered on your clieent.com account.
Try It - TypeRequired
- NameRequired
- Mobile Phone
- E-mail
- Flow Step to create the oppotunity cardRequired
- LinkedIn Profile URL
- New Lead Conversion
Triggers when a new lead is created.
Try It - Event IdentifierRequired
- E-mail
- NameRequired
- 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
- Fetch All Stakeholder
That triggers works whenever you have new Stakeholder registered on your clieent.com account.
Try It - Flow Step to create the oppotunity cardRequired
- Opportunity Name (Lead name)Required
- E-mail
- Opportunity Whatsapp number
- New Opportunity
Triggers when a Lead is marked as opportunity.
Try It - E-mail
- Lost Reason