RD Station + Salesforce
Update Salesforce records to trigger won deals in RD Station
This workflow provides an efficient solution to track your sales progress in real-time, keeping your teams updated. When a field update occurs in Salesforce, it prompts an immediate response in the RD Station, marking the deal as won. With this seamless connection between Salesforce and RD Station, stay on top of your sales metrics without the need for manual intervention. A great way to streamline your process, letting you focus more on closing deals.
This workflow provides an efficient solution to track your sales progress in real-time, keeping your teams updated. When a field update occurs in Salesforce, it prompts an immediate response in the RD Station, marking the deal as won. With this seamless connection between Salesforce and RD Station, stay on top of your sales metrics without the need for manual intervention. A great way to streamline your process, letting you focus more on closing deals.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Won Deal
Marks a deal as won.
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