CRM PipeRun + RD Station

Create new CRM PipeRun deals from new RD Station lead conversions

When a new lead is converted in your RD Station setup, this workflow instantly starts creating a new deal in PipeRun CRM. This streamlines your sales process, ensuring no potential customers slip through the cracks, while saving you time on manual data entry. Connect RD Station to PipeRun CRM and empower your business today.

When this happens...
New Lead Conversion
Triggers when a new lead is created.
TriggerInstant
automatically do this!
New Deal
Create a new deal
ActionWrite

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Supported triggers and actions

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
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

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