Create Pipefy cards for new lead conversions in RD Station
Efficiently manage your newly converted leads by instantly creating cards in Pipefy. With this workflow, whenever a lead conversion occurs in RD Station, a card will be created in Pipefy, ensuring a seamless and organized lead management process. Stay on top of your sales pipeline and never miss an opportunity to engage with your prospects.
Efficiently manage your newly converted leads by instantly creating cards in Pipefy. With this workflow, whenever a lead conversion occurs in RD Station, a card will be created in Pipefy, ensuring a seamless and organized lead management process. Stay on top of your sales pipeline and never miss an opportunity to engage with your prospects.
- When this happens...New Lead Conversion
Triggers when a new lead is created.
- automatically do this!Create Card
Creates a new card.
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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
PipeRequired
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