MeisterTask + RD Station
Create tasks in MeisterTask for new opportunities in RD Station
Boost your productivity by ensuring that every new opportunity in RD Station is promptly addressed with this streamlined workflow. When a new opportunity arises in RD Station, a corresponding task is created in MeisterTask, providing a seamless transfer of information. This automation ensures you never miss lucrative opportunities and can concentrate on delivering exceptional client experience. Utilizing this workflow, you are better equipped to prioritize and manage your tasks efficiently in MeisterTask.
Boost your productivity by ensuring that every new opportunity in RD Station is promptly addressed with this streamlined workflow. When a new opportunity arises in RD Station, a corresponding task is created in MeisterTask, providing a seamless transfer of information. This automation ensures you never miss lucrative opportunities and can concentrate on delivering exceptional client experience. Utilizing this workflow, you are better equipped to prioritize and manage your tasks efficiently in MeisterTask.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Task
Creates a new task.
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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 Checklist Item
Triggers when a new checklist item is added to a task.
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