MeisterTask + RD Station
Create tasks in MeisterTask for new lead conversions in RD Station
Transform your sales strategy by setting up an efficient workflow between RD Station and MeisterTask. Once set up, every time there's a new lead conversion in RD Station, a corresponding task will be created in MeisterTask. This automation streamlines your sales process, ensuring no leads slip through the cracks while freeing up your time to focus on other important aspects of your business.
Transform your sales strategy by setting up an efficient workflow between RD Station and MeisterTask. Once set up, every time there's a new lead conversion in RD Station, a corresponding task will be created in MeisterTask. This automation streamlines your sales process, ensuring no leads slip through the cracks while freeing up your time to focus on other important aspects of your business.
- When this happens...New Lead Conversion
Triggers when a new lead is created.
- 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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