RD Station + Tally
Create won deals in RD Station for new Tally submissions
Effortlessly manage your sales pipeline by connecting Tally and RD Station with this seamless automation. Whenever there's a new submission in Tally, a won deal will be created in RD Station, keeping your sales process organized and up-to-date. Spend less time on manual updates and focus on closing more deals with this efficient workflow.
Effortlessly manage your sales pipeline by connecting Tally and RD Station with this seamless automation. Whenever there's a new submission in Tally, a won deal will be created in RD Station, keeping your sales process organized and up-to-date. Spend less time on manual updates and focus on closing more deals with this efficient workflow.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Won Deal
Marks a deal as won.
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- 14 day trial for premium features & apps
Select a formRequired
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
