Perfex CRM + RD Station
Create new leads in Perfex CRM from new lead conversions in RD Station
Elevate your business efficiency with this streamlined workflow. When a new lead conversion occurs in RD Station, it instantly generates a lead in Perfex CRM. This ensures your sales team can seamlessly continue the conversation, eliminating the need for manual data entry and accelerating your sales process. It's efficient lead management that helps you stay focused on growing your business.
Elevate your business efficiency with this streamlined workflow. When a new lead conversion occurs in RD Station, it instantly generates a lead in Perfex CRM. This ensures your sales team can seamlessly continue the conversation, eliminating the need for manual data entry and accelerating your sales process. It's efficient lead management that helps you stay focused on growing your business.
- When this happens...New Lead Conversion
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a Lead in the system.
- Free forever for core features
- 14 day trial for premium features & apps
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
New Customer
Triggers when a new customer is created.
Try It
