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RD Station + Salesforce

Track updated Salesforce records with lost deals in RD Station

Automate your CRM activities by connecting Salesforce and RD Station. When a specific field on a Salesforce record gets updated, this workflow will trigger a Lost Deal event on RD Station. This setup ensures timely communication, keeping your marketing and sales teams updated on customer statuses so they can respond and strategize effectively.

Automate your CRM activities by connecting Salesforce and RD Station. When a specific field on a Salesforce record gets updated, this workflow will trigger a Lost Deal event on RD Station. This setup ensures timely communication, keeping your marketing and sales teams updated on customer statuses so they can respond and strategize effectively.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerPolling
  2. automatically do this!
    RD StationRD Station
    Lost Deal

    Marks a deal as lost.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
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    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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.

Related categories

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About Salesforce

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