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Pipefy + RD Station

Create won deals in RD Station from new Pipefy cards

Streamline your sales pipeline by automatically updating RD Station whenever a new card is created in Pipefy. This workflow connects Pipefy with RD Station to ensure a seamless transition between your CRM and marketing actions. Now you can focus on nurturing your leads and closing deals, knowing that your sale process is efficiently synchronized.

Streamline your sales pipeline by automatically updating RD Station whenever a new card is created in Pipefy. This workflow connects Pipefy with RD Station to ensure a seamless transition between your CRM and marketing actions. Now you can focus on nurturing your leads and closing deals, knowing that your sale process is efficiently synchronized.

  1. When this happens...
    PipefyPipefy
    New Card

    Triggers when a new card is created.

    TriggerInstant
  2. automatically do this!
    RD StationRD Station
    Won Deal

    Marks a deal as won.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PipeRequired

    Trigger
    Instant
    Try It
    • PipeRequired

    Trigger
    Instant
    Try It
    • PipeRequired

    Trigger
    Instant
    Try It
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pipefy logo

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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Related categories

  • Project Management
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