Create Trello cards for new RD Station opportunities to easily track and manage them
Effortlessly manage your sales pipeline by connecting RD Station and Trello in a seamless workflow. When a new opportunity arises in RD Station, this automation creates a new card in a specified Trello list, ensuring you can track progress and stay organized. Boost your sales productivity by keeping all opportunities updated and easily accessible in one place.
Effortlessly manage your sales pipeline by connecting RD Station and Trello in a seamless workflow. When a new opportunity arises in RD Station, this automation creates a new card in a specified Trello list, ensuring you can track progress and stay organized. Boost your sales productivity by keeping all opportunities updated and easily accessible in one place.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Card
Triggers when a new card is added.
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New Lead Conversion
Triggers when a new lead is created.
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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
Board
List
Filter
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