RD Station + Zoho CRM
Manage new RD Station opportunities by creating or updating module entries in Zoho CRM
Whenever a new opportunity arises in RD Station, this workflow will swiftly create or update a module entry in Zoho CRM. This seamless integration ensures you keep on top of potential leads, as each opportunity in RD Station is instantly mirrored in your CRM. Efficiently manage your sales pipeline and never miss a beat with this convenient connection between RD Station and Zoho CRM.
Whenever a new opportunity arises in RD Station, this workflow will swiftly create or update a module entry in Zoho CRM. This seamless integration ensures you keep on top of potential leads, as each opportunity in RD Station is instantly mirrored in your CRM. Efficiently manage your sales pipeline and never miss a beat with this convenient connection between RD Station and Zoho CRM.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create/Update Module Entry
Create or update module entries
- Free forever for core features
- 14 day trial for premium features & apps
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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
