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RD Station + Salesforce

Create records in Salesforce for new lead conversions in RD Station

Boost your sales workflow with this efficient automation. When a new lead conversion happens in RD Station, it directly results in a new record creation in Salesforce. This seamless connection ensures you don't miss tracking any important lead, thereby saving time and enhancing productivity. Enhance your customer relationship management with this simple and effective workflow.

Boost your sales workflow with this efficient automation. When a new lead conversion happens in RD Station, it directly results in a new record creation in Salesforce. This seamless connection ensures you don't miss tracking any important lead, thereby saving time and enhancing productivity. Enhance your customer relationship management with this simple and effective workflow.

  1. When this happens...
    RD StationRD Station
    New Lead Conversion

    Triggers when a new lead is created.

    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 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.
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Related categories

  • Marketing Automation

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salesforce logo

About Salesforce

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

Related categories

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