Create integrations between RD Station and CustomerX to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead Conversion
Triggers when a new lead is created.
Try It - 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
- EmailRequired
- Value
- External Id Client
- Company Name
- Date RegisterRequired
- EmailRequired
- Trading Name
- CNPJ/CPF
- City
- State
- CEP
- Country
- Street
- District
- Number
- Segment
- Service
- Group
- Tag Names
- New Opportunity
Triggers when a Lead is marked as opportunity.
Try It - EmailRequired
- Lost Reason
- External Id ContractRequired
- Reason of CancellationRequired
- External Id Client
- DescriptionRequired
- Start DateRequired
- Final Date
- Contract ValueRequired
- Date SaleRequired
- Contract Plan ID
- External Id Contract Plan
- Renew In Days
- Seller
- Setup Value
Related categories
Related categories