Microsoft Excel + RD Station
Create rows in Microsoft Excel for new opportunities in RD Station
Keep track of new opportunities in RD Station by adding them to a Microsoft Excel sheet instantly. This workflow triggers when a new opportunity is created in RD Station and efficiently adds a row to an Excel sheet, so you can easily manage and analyze your sales pipeline. Simplify your sales process by automating data entry, ensuring your Excel sheet is always updated with the latest opportunities.
Keep track of new opportunities in RD Station by adding them to a Microsoft Excel sheet instantly. This workflow triggers when a new opportunity is created in RD Station and efficiently adds a row to an Excel sheet, so you can easily manage and analyze your sales pipeline. Simplify your sales process by automating data entry, ensuring your Excel sheet is always updated with the latest opportunities.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
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