Manage new RD Station conversions by creating or updating organizations in Agendor
Effortlessly manage your sales funnel with this handy workflow between RD Station and Agendor. Whenever you convert a new lead in RD Station, it automatically creates or updates the corresponding organization in Agendor. This seamless process ensures your sales data is consistently updated and aligned across both platforms, saving you time and eliminating the risk of manual errors.
Effortlessly manage your sales funnel with this handy workflow between RD Station and Agendor. Whenever you convert a new lead in RD Station, it automatically creates or updates the corresponding organization in Agendor. This seamless process ensures your sales data is consistently updated and aligned across both platforms, saving you time and eliminating the risk of manual errors.
- When this happens...New Lead Conversion
Triggers when a new lead is created.
- automatically do this!Create or Update Organization
Creates or updates an Organization (Empresa).
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New Lead Conversion
Triggers when a new lead is created.
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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 Deal
Triggers when a new Deal (Negócio) is created.
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