Add new RD Station opportunities to Microsoft Excel as rows for seamless tracking
Effortlessly manage your sales pipeline by having new opportunities from RD Station added as rows in a Microsoft Excel spreadsheet. This workflow streamlines your sales tracking process by instantly updating your chosen Excel sheet when a fresh opportunity is detected in RD Station. Stay organized and maintain accurate records with this seamless integration.
Effortlessly manage your sales pipeline by having new opportunities from RD Station added as rows in a Microsoft Excel spreadsheet. This workflow streamlines your sales tracking process by instantly updating your chosen Excel sheet when a fresh opportunity is detected in RD Station. Stay organized and maintain accurate records with this seamless integration.
- 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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