RD Station + Salesforce
Create Salesforce records for new RD Station opportunities
Streamline your sales workflow with this RD Station to Salesforce integration. Once set up, each new opportunity arising in RD Station creates a record in Salesforce. This automation enhances efficiency, ensuring quick and precise data transfer, offering a robust solution for managing your sales pipeline. Keep your focus on building relationships and closing deals, while this workflow handles the data management.
Streamline your sales workflow with this RD Station to Salesforce integration. Once set up, each new opportunity arising in RD Station creates a record in Salesforce. This automation enhances efficiency, ensuring quick and precise data transfer, offering a robust solution for managing your sales pipeline. Keep your focus on building relationships and closing deals, while this workflow handles the data management.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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- 14 day trial for premium features & apps
New Lead Conversion
Triggers when a new lead is created.
Try ItEvent 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
History ObjectRequired
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