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Painel do Corretor + RD Station

Create conversion events in RD Station for every new deal in Painel do Corretor

Boost your conversion rate by seamlessly connecting Painel do Corretor and RD Station. When a new deal comes up in Painel do Corretor, it triggers a conversion event in RD Station. This workflow streamlines your record keeping and helps you stay on top of every opportunity, enhancing your efficiency and control over business progress.

Boost your conversion rate by seamlessly connecting Painel do Corretor and RD Station. When a new deal comes up in Painel do Corretor, it triggers a conversion event in RD Station. This workflow streamlines your record keeping and helps you stay on top of every opportunity, enhancing your efficiency and control over business progress.

  1. When this happens...
    Painel do CorretorPainel do Corretor
    New Deal

    Triggers when a new Deal (Negócio) is created.

    TriggerInstant
  2. automatically do this!
    RD StationRD Station
    Conversion Event

    It registers a new conversion event for a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Painel do Corretor triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Name

    • Email

    • Phone

    • City

    • Tags

    • Value

    • Description

    Action
    Write
  • RD Station triggers, actions, and search

    New Opportunity

    Triggers when a Lead is marked as opportunity.

    Trigger
    Instant
    Try It
    • EmailRequired

    • Lost Reason

    Action
    Write
painel-do-corretor logo
painel-do-corretor logo

About Painel do Corretor

The Panel do Corretor is the best CRM and quotation app to insurance brokers!
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Related categories

  • CRM (Customer Relationship Management)

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rd-station logo
rd-station logo

About RD Station

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.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier