Microsoft Excel + RD Station
Add new opportunities from RD Station to Microsoft Excel as rows in a table
Stay ahead of your sales game by optimizing your workflow between RD Station and Microsoft Excel. When a new opportunity surfaces in RD Station, this setup instantly adds a row to your specified Excel spreadsheet. This automatic update ensures all your opportunities are logged in one organized place, freeing up your time and reducing the chance of any data being overlooked or lost.
Stay ahead of your sales game by optimizing your workflow between RD Station and Microsoft Excel. When a new opportunity surfaces in RD Station, this setup instantly adds a row to your specified Excel spreadsheet. This automatic update ensures all your opportunities are logged in one organized place, freeing up your time and reducing the chance of any data being overlooked or lost.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
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