How to connect RD Station + Visual Visitor
Zapier lets you send info between RD Station and Visual Visitor automatically—no code required.
When this happens...
automatically do this!
- New Lead ConversionTriggers when a new lead is created.Trigger
- New OpportunityTriggers when a Lead is marked as opportunity.Trigger
- Conversion EventIt registers a new conversion event for a contact.Action
- Lost DealMarks a deal as lost.Action
- Won DealMarks a deal as won.Action
- New Visitor Notification With Company Data OnlyTriggers when a new visitor notification is created for a visitor with only company information.Trigger
- New Visitor Notification for a Tagged VisitorTriggers when a new visitor notification is created for a visitor that has been previously tagged from an email campaign or form capture.Trigger
- New Visitor Notification With Company and Contact DataTriggers when a new visitor notification is created for a visitor with both company and contact data.Trigger
- Step 1: Authenticate RD Station and Visual Visitor.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.