Painel do Corretor + RD Station + Filter by Zapier

Mark RD Station deals as won with new deals in Painel do Corretor

Mark RD Station deals as won whenever you get a new Painel do Corretor deal in the equivalent stage. This integration automatically updates your RD Station deals so that you can stay focused on closing.

Mark RD Station deals as won whenever you get a new Painel do Corretor deal in the equivalent stage. This integration automatically updates your RD Station deals so that you can stay focused on closing.

  1. When this happens...
    Painel do CorretorPainel do Corretor
    New Deal

    Triggers when a new Deal (Negócio) is created.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    RD StationRD Station
    Won Deal

    Marks a deal as won.

    ActionWrite
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Supported triggers and actions

painel-do-corretor logo
painel-do-corretor logo

About Painel do Corretor

The Panel do Corretor is the best CRM and quotation app to insurance brokers!

Related categories

  • CRM (Customer Relationship Management)

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rd-station logo

About RD Station

RD Station is a complete digital marketing platform to help you generate more results in traffic generation, leads, sales for your business, and to build a solid digital marketing presence. This app is available only in Portuguese.
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Related categories

  • Marketing Automation

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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Related categories

  • Developer Tools
  • Zapier