Microsoft Excel + RD Station
Add new RD Station lead conversions to Microsoft Excel as rows effortlessly
Streamline your sales process with this seamless workflow. Whenever a new lead conversion happens in RD Station, a row will be added to a specified table in your Microsoft Excel. This automation ensures that your spreadsheet stays up-to-date with the latest conversions, making lead management and tracking simpler and more efficient.
Streamline your sales process with this seamless workflow. Whenever a new lead conversion happens in RD Station, a row will be added to a specified table in your Microsoft Excel. This automation ensures that your spreadsheet stays up-to-date with the latest conversions, making lead management and tracking simpler and more efficient.
- When this happens...New Lead Conversion
Triggers when a new lead is created.
- 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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