Create won deals in RD Station for new GoCanvas submissions
Streamline your sales process effortlessly with this GoCanvas and RD Station connection. When a new submission takes place in GoCanvas, this workflow instantly creates a won deal in RD Station. Say goodbye to manual data entry and focus on closing more deals, as this automation takes care of the rest for you.
- When this happens...New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Won DealMarks a deal as won.
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More things you can do with GoCanvas and RD Station
Discover other triggers and actions you can use with GoCanvas and RD Station
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- New Lead Conversion
Triggers when a new lead is created.
Try ItTriggerInstant - Event 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
ActionWrite
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- New Opportunity
Triggers when a Lead is marked as opportunity.
Try ItTriggerInstant - EmailRequired
- Lost Reason
ActionWrite
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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RD Station is a complete digital marketing platform to help you generate more results in traffic generation, leads, sales for your business, and to build a solid digital marketing presence.
This app is available only in Portuguese.
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