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Set up your first integration
Quickly connect Econodata to RD Station with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Econodata with RD Station - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Company Sent" from Econodata.
Add your action
An action happens after the trigger—such as "Conversion Event" in RD Station.
You’re connected!
Zapier seamlessly connects Econodata and RD Station, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Company Sent
Sending a new Company from Econodata.
Try ItTriggerInstant - TagsRequired
- CNPJ
- Website
- E-mail Address
ActionWrite- New Opportunity
Triggers when a Lead is marked as opportunity.
Try ItTriggerInstant - EmailRequired
- Lost Reason
ActionWrite
- CNPJ
- Site
- E-mail
ActionWrite- New Lead Conversion
Triggers when a new lead is created.
Try ItTriggerInstant - 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
ActionWrite- EmailRequired
- Value
ActionWrite
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Frequently Asked Questions about Econodata + RD Station integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Econodata and RD Station
What is required to set up the Econodata and RD Station integration?
To set up the integration between Econodata and RD Station, you'll need active accounts on both platforms as well as access to our integration service. The integration setup involves configuring triggers in Econodata whenever a new company is added or updated, and specifying actions in RD Station like creating or updating a lead.
Can I choose specific data from Econodata to be sent into RD Station?
Yes, you can customize which specific data fields from Econodata are sent over to RD Station. Our platform allows you to map these fields appropriately so that you can ensure the right information flows into your lead management system.
How often does the data sync between Econodata and RD Station happen?
The data sync frequency can be configured based on your needs. Typically, we set up triggers in Econodata to initiate data transfers, which can be immediate or scheduled at regular intervals depending on what suits your business process best.
What if there’s an error during the data transfer from Econodata to RD Station?
If there's an error during data transfer, our system logs this information and alerts you through email notifications. We provide guidance for troubleshooting common issues and our support team is available for more complex problems.
Does the integration support updating existing leads in RD Station?
Yes, through our integration setup, when a company profile is updated in Econodata, a corresponding action can update existing leads' information in RD Station. This helps maintain accurate and current data within your CRM system.
Is it possible to trigger workflows in RD Station using this integration?
Absolutely! You can configure the setup so that specific triggers in Econodata initiate workflows within RD Station. For instance, adding a new potential client could automatically start a nurturing campaign workflow.
Who should I contact if I need help with setting up the integration?
For assistance with setting up or troubleshooting the integration between Econodata and RD Station, please reach out to our technical support team via email or phone provided on our website.