Jestor + Ramper Pipeline
Track opportunities by stage in Ramper Pipeline and create records in Jestor
When an opportunity reaches a specific stage in your Ramper Pipeline workflow, this platform-to-platform connection creates a corresponding record in your Jestor system seamlessly. This workflow ensures that important sales data is consistently recorded across your platforms, enhancing your insight into the sales process. Efficiently maintain accurate records, streamline your workflow, and keep your team on the same page without manually managing data across different systems.
When an opportunity reaches a specific stage in your Ramper Pipeline workflow, this platform-to-platform connection creates a corresponding record in your Jestor system seamlessly. This workflow ensures that important sales data is consistently recorded across your platforms, enhancing your insight into the sales process. Efficiently maintain accurate records, streamline your workflow, and keep your team on the same page without manually managing data across different systems.
- When this happens...Opportunities by Stage (Oportunidades Por Etapa)
Triggers when a Opportunity is set on a Stage (Executa quando uma Oportunidade entrar na Etapa escolhida).
- automatically do this!Create Record
Create new record in Jestor
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Person Created (Pessoa Adicionada)
Triggers when a new Person is created (Executado quando uma Pessoa é adicionada).
Try ItEtapaRequired
Try ItOpportunities Lost (Oportunidades Perdidas)
Triggers when a Opportunity is set as lost (Executa quando uma Oportunidade entrar na Etapa perdida).
Try ItCampanhaRequired
Try It
My Tasks Created (Minhas Tarefas Adicionadas)
Triggers when a new Task is created to yourself (Executado quando uma Tarefa é adicionada para você).
Try ItOpportunities Created (Oportunidades Criadas)
Triggers when a Opportunity is created (Executado quando uma Oportunidade for criada.
Try ItOpportunities Won (Oportunidades Ganhas)
Triggers when a Opportunity is set as won (Executa quando uma Oportunidade entrar na Etapa ganha).
Try ItTipo de TarefaRequired
HorárioRequired
Descrição
ResponsávelRequired
Organização NomeRequired
Organização Telefone
Organização CNPJ
Organização Endereço
Pessoa (da Organização) Nome
Pessoa E-mail
Pessoa Telefone
Pessoa Endereço
