RD Station + Salesforce

Update RD Station conversion events for modified Salesforce records

Stay on top of your sales leads with this Salesforce to RD Station workflow. Whenever a specified field is updated in a Salesforce record, a conversion event is created in RD Station, ensuring you never miss important changes to your leads. Save time and effort by streamlining your lead tracking process with this efficient automation.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled
automatically do this!
Conversion Event
It registers a new conversion event for a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
New Lead Conversion
Triggers when a new lead is created.
Trigger
Instant
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
Action
Write
- EmailRequired
- Value
Action
Write

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- EmailRequired
- Lost Reason
Action
Write

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.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

RD Station + Salesforce

Update RD Station conversion events for modified Salesforce records

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New Lead Conversion

Conversion Event

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

Won Deal

EmailRequired

Value

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired