Create cards in Pipefy for new opportunities in RD Station
Create an efficient workflow between RD Station and Pipefy with this automation. Whenever a new opportunity arises in RD Station, a card gets instantly created in Pipefy. This process eases your task of transferring information manually, saving your valuable time, and ensuring every business opportunity is quickly tracked and acted upon in Pipefy. Keep your teams aligned and active with this seamless integration.
Create an efficient workflow between RD Station and Pipefy with this automation. Whenever a new opportunity arises in RD Station, a card gets instantly created in Pipefy. This process eases your task of transferring information manually, saving your valuable time, and ensuring every business opportunity is quickly tracked and acted upon in Pipefy. Keep your teams aligned and active with this seamless integration.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Card
Creates a new card.
- 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
PipeRequired
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