Pipefy + RD Station

Create won deals in RD Station from new Pipefy cards

Streamline your sales pipeline by automatically updating RD Station whenever a new card is created in Pipefy. This workflow connects Pipefy with RD Station to ensure a seamless transition between your CRM and marketing actions. Now you can focus on nurturing your leads and closing deals, knowing that your sale process is efficiently synchronized.

When this happens...
New Card
Triggers when a new card is created.
TriggerInstant
automatically do this!
Won Deal
Marks a deal as won.
ActionWrite

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Supported triggers and actions

- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It

- Pipe
- Card IdRequired
- Phase IdRequired
Action
Write
- Pipe
- FieldRequired
- Card IdRequired
- Field Type
Action
Write

- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search
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

- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- PipeRequired
Action
Write
- TableRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search or write
New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- EmailRequired
- Lost Reason
Action
Write

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Learn more

Related categories

Project Management

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