Paperless Forms + RD Station
Create RD Station conversion events for new Paperless Forms entries
Effortlessly transfer data from Paperless Forms to RD Station with this automation workflow. When a new entry is submitted via Paperless Forms, a conversion event will be created in RD Station. This helps to streamline your data processing and improve lead management, allowing you to focus on more important tasks.
Effortlessly transfer data from Paperless Forms to RD Station with this automation workflow. When a new entry is submitted via Paperless Forms, a conversion event will be created in RD Station. This helps to streamline your data processing and improve lead management, allowing you to focus on more important tasks.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Conversion Event
It registers a new conversion event for a contact.
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Form Name
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
