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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.

  1. When this happens...
    RD StationRD Station
    New Opportunity

    Triggers when a Lead is marked as opportunity.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • RD Station triggers, actions, and 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
  • 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
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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 moreHelp

Related categories

  • Marketing Automation

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salesforce logo

About Salesforce

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

Related categories

Similar apps

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