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.
- 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.).
- automatically do this!Lost Deal
Marks a deal as lost.
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