RD Station + Coda Integration

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RD Station + Coda Integration

Create Coda row for new RD Station conversion event

When a new conversion event is created in your RD Station software, automatically create a row for them in your Coda. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Coda + RD Station Integration

Create RD Station conversion event for new Coda row

Are you tired of manually creating RD Station conversion event for every new Coda row? Well, there's a better way! With our new automation, you can automatically create RD Station conversion event for new Coda rows.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic RD Station {{action.Contact} creation!
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RD Station + Coda Integration
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • Coda
    Row is created in Coda
  • Coda
    Row is created or updated in Coda
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Coda
    Create row in Coda
  • Coda
    Upsert row in Coda
  • Coda
    Update row in Coda
  • Coda
    Copy doc in Coda
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