Paperless Forms + RD Station
Create won deals in RD Station from new entries in Paperless Forms
Streamline your sales process by connecting Paperless Forms and RD Station. With this workflow, whenever a new entry is submitted through Paperless Forms, it will create a won deal in RD Station, helping you stay organized and easily track your progress. Save time and stay updated on your sales pipeline with this seamless automation.
Streamline your sales process by connecting Paperless Forms and RD Station. With this workflow, whenever a new entry is submitted through Paperless Forms, it will create a won deal in RD Station, helping you stay organized and easily track your progress. Save time and stay updated on your sales pipeline with this seamless automation.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Won Deal
Marks a deal as won.
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Form Name
Try ItNew Opportunity
Triggers when a Lead is marked as opportunity.
Try ItEmailRequired
Lost Reason
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
