RD Station + Tally
Create RD Station conversion events from new Tally submissions
Streamline your data gathering process and enhance your marketing efforts with this Tally to RD Station workflow. Upon receiving a new submission in Tally, a conversion event is created in RD Station, allowing you to effectively track and analyze essential customer information. Set it up once, and enjoy improved lead nurturing and conversion strategies with minimal manual work.
Streamline your data gathering process and enhance your marketing efforts with this Tally to RD Station workflow. Upon receiving a new submission in Tally, a conversion event is created in RD Station, allowing you to effectively track and analyze essential customer information. Set it up once, and enjoy improved lead nurturing and conversion strategies with minimal manual work.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Conversion Event
It registers a new conversion event for a contact.
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Select a formRequired
Try ItNew Opportunity
Triggers when a Lead is marked as opportunity.
Try ItEmailRequired
Lost Reason
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
