CRM PipeRun + RD Station

Create conversion events in RD Station from new deals in CRM PipeRun

Boost your sales process efficiency with PipeRun and RD Station. When a new deal emerges in PipeRun, it sparks a conversion event in RD Station, managing customer journeys swiftly and effectively. This robust tool aids in capturing all potential sales opportunities, equipping you for accelerated business growth.

When this happens...
New Deal
Triggers when a deal is created.
TriggerPolling
automatically do this!
Conversion Event
It registers a new conversion event for a contact.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when an activity is created.
Trigger
Polling
Try It
New Items
Triggers when an item is created.
Trigger
Polling
Try It
New Deal
Triggers when a deal is created.
Trigger
Polling
Try It
- Data MethodRequired
Trigger
Polling
Try It
- SubjectRequired
- DescriptionRequired
- TypeRequired
- OwnerRequired
- DealRequired
- StatusRequired
- Start AtRequired
- DurationRequired
Action
Write

- UpdateRequired
- StatusRequired
- IdentifierRequired
- TitleRequired
- Funnel/StageRequired
- Owner
- Deal value (P&S)
- Recurring value (MRR)
- Person EmailRequired
- Person Name
- Person ID (CPF)
- Person Phone
- Person Mobile Phone
- Person City
- State
- Person Job
- Company ID (CNPJ)
- Company Name
- Company Website
- Origin/Source
- Notes
- Tags
Action
Write
- NameRequired
- Person ID (CPF)
- Gender
- Email
- Phone
- Manager
- Person Job
- Website
- Facebook
- LinkedIn
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write

New Lead Conversion
Triggers when a new lead is created.
Trigger
Instant
Try It
- Event 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
Action
Write
- EmailRequired
- Value
Action
Write

New Company
Triggers when a company is created.
Trigger
Polling
Try It
Lost Deal
Triggers when a deal is updated to lost.
Trigger
Polling
Try It
New Person
Triggers when a person is created.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is updated to won.
Trigger
Polling
Try It
- NameRequired
- Company Name
- Company ID (CNPJ)
- Email
- Phone
- Website
- Facebook
- LinkedIn
- Owner
- Manager
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write
- NameRequired
- Cost
- Unit Value
- DescriptionRequired
- TypeRequired
Action
Write
- UserRequired
- CurrencyRequired
- Proposal CounterRequired
- DealRequired
- Items
Action
Write
New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- EmailRequired
- Lost Reason
Action
Write

About CRM PipeRun

CRM PipeRun is a Sales Funnel and Management CRM. From generated lead to the signed contract, all in a single system.

Learn more

Related categories

Sales & CRM

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.

Learn more