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.
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.
- automatically do this!Create Place
Create a new place.
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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
Form Answered When Completed V2
Triggers when a form is answered.
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