Contele Gestor de Equipes + RD Station

Create new places in Contele Gestor de Equipes for each new opportunity in RD Station

Seize every opportunity swiftly! This workflow helps you streamline your business process by instantly creating a place in your Contele Gestor de Equipes app whenever a new opportunity presents itself in your RD Station app. Not only does this save you valuable time, it also ensures consistent data between your sales and Task Management apps, helping you coordinate your team effectively.

When this happens...
New Opportunity
Triggers when a Lead is marked as opportunity.
TriggerInstant
automatically do this!
Create Place
Create a new place.
ActionWrite

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Supported triggers and actions

New Lead Conversion
Triggers when a new lead is created.
Trigger
Instant
Try It
- Event 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
Action
Write
- EmailRequired
- Value
Action
Write
Form Answered When Completed V2
Triggers when a form is answered.
Trigger
Instant
Try It
Place Updated
Triggers when a place is updated.
Trigger
Instant
Try It

Visit Checked Out
Triggers when a visit has been checked out.
Trigger
Instant
Try It
Visit Updated
Triggers when a visit is updated.
Trigger
Instant
Try It

- Schedule date (yyyy-mm-dd hh:mm)Required
- Consider scheduling time?
- Details
- Observation
- Custom OS
- User Creator ID
Action
Write
- Unique place identificator (poi_id OR custom_id OR cnpj)Required
- Place name
- Place document
- Place corporate name
- Place observation
- Place address city
- Place address complement
- Place address neighborhood
- Place address number
- Place address state
- Place address street
- Place address zipcode
- Place address latitude
- Place address longitude
- Contact name
- Contact email
- Contact phone
- Category name
- Custom id (your id)
- Portfolios
Action
Write

New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- EmailRequired
- Lost Reason
Action
Write
Form Answered
Triggers when a form is answered for the first time.
Trigger
Instant
Try It
Place Created
Triggers when a new place is created.
Trigger
Instant
Try It
Visit Checked In
Triggers when a visit has been checked in.
Trigger
Instant
Try It
Visit Created
Triggers when a new visit is created.
Trigger
Instant
Try It
- Portfolios
- Place nameRequired
- Place document
- Place corporate name
- Place observation
- Place address city
- Place address complement
- Place address neighborhood
- Place address number
- Place address state
- Place address street
- Place address zipcode
- Place address latitude
- Place address longitude
- Contact name
- Contact email
- Contact phone
- Category name
- Custom id (your id)
- Creator ID
- Creator Email
Action
Write
- Unique task identificator (task_id or Service Order)Required
- Schedule date (yyyy-mm-dd hh:mm)
- Consider scheduling time?
- Details
- Observation
- Custom OS
- Status
Action
Write

About Contele Gestor de Equipes

Contele Gestor de Equipes is an app for any type of field team manager for companies with Check-in/out, Routing, Checklists, Forms, Refund register, Tracking, Digital Service Order, Plan and Scheduler visits and reports.

Related categories

Team Collaboration

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.

Learn more