Track won leads in Meetime and convert into won deals in RD Station
When a lead is successfully attained in the Meetime app, this workflow takes action to update the result in the RD Station app under 'Won Deal'. This boosts efficiency, ensuring your data in Meetime and RD Station are always updated and consistent. No more manual updating - this automation takes care of it for you.
When a lead is successfully attained in the Meetime app, this workflow takes action to update the result in the RD Station app under 'Won Deal'. This boosts efficiency, ensuring your data in Meetime and RD Station are always updated and consistent. No more manual updating - this automation takes care of it for you.
- When this happens...Lead Won
Triggers when a lead is won
- automatically do this!Won Deal
Marks a deal as won.
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Activity Finished
Triggers when an activity is finished by the user.
Try ItLead Lost
Trigger when a lead is lost
Try ItCadênciaRequired
Ignorar o erro se o lead já possuir uma prospecção ativa
Iniciar Imediatamente
Email
Primeiro Nome
Nome Completo
Empresa
Telefones
Cargo
Site
Estado
Cidade
Twitter
Facebook
LinkedIn
Anotações
Criado em
Campanha de Origem
Fonte
Conversão de Origem
Canal de Origem
Dono do lead
Identificador externo
New Lead Conversion
Triggers when a new lead is created.
Try It