HubSpot + RD Station
Create or update HubSpot contacts for each new opportunity in RD Station
This workflow empowers you to streamline your sales efforts and improve customer relationship management. When a new opportunity surfaces in RD Station, the same will lead to the creation or updating of a contact in HubSpot. This automation ensures smooth data transfer between platforms and accelerates your response time to potential clients. It's an efficient way of centralizing your business intelligence and staying on top of new opportunities.
This workflow empowers you to streamline your sales efforts and improve customer relationship management. When a new opportunity surfaces in RD Station, the same will lead to the creation or updating of a contact in HubSpot. This automation ensures smooth data transfer between platforms and accelerates your response time to potential clients. It's an efficient way of centralizing your business intelligence and staying on top of new opportunities.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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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
Note
Additional properties to retrieve
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