PerfexCRM + RD Station Integration

Connect PerfexCRM to RD Station in 1 click

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1.

Lead is converted in RD Station Instant
Lead is marked as opportunity in RD Station Instant

2.

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Ready Workflows for PerfexCRM + RD Station Integration

Just click on the workflow you want to automate

Most popular automations

Create PerfexCRM contact for new RD Station conversion event

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and RD Station conversion event can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Create PerfexCRM customer for new RD Station conversion event

RD Station + PerfexCRM Integration

Update PerfexCRM customer for new RD Station conversion event

RD Station + PerfexCRM Integration

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Who Is This Integration For?

Digital Marketers

Sales Teams

Small Business Owners

CRM Administrators

Marketing Agencies

Digital Marketers

Digital marketers often struggle to ensure that leads captured through their campaigns in RDStation are seamlessly transferred into their CRM for effective follow-up and nurturing. They need a streamlined process to keep their sales team updated with new leads.

Sales Teams

Sales teams can face difficulties in keeping track of new leads and updates from marketing campaigns. Without real-time updates in their CRM, they might miss opportunities to engage with potential customers at crucial moments.

Small Business Owners

Small business owners who manage both marketing and sales operations can find it challenging to ensure all their leads are accounted for and followed up in a timely manner. They need a way to unify their marketing and sales data effortlessly.

CRM Administrators

CRM administrators often have to manually import leads from marketing platforms into the CRM, which can be time-consuming and prone to error. This manual process can lead to incomplete lead data and inefficient workflows.

Marketing Agencies

Marketing agencies running campaigns for multiple clients need to avoid data silos. They require a way to automatically sync leads captured in RDStation with their clients' PerfexCRM to provide comprehensive services.

Try This Integration – No Code Needed

What Can You Automate With PerfexCRM + RD Station

Automatically add new RDStation leads to PerfexCRM

When you capture a new lead in RDStation, automatically add it to PerfexCRM. This ensures that all captured leads are entered into your CRM, allowing your sales team to follow up quickly and effectively.

Create CRM contacts from RDStation landing page submissions

RDStation landing page submissions are instantly turned into new contacts in PerfexCRM. This helps you maintain an updated contact list without manual data entry, improving efficiency.

Sync RDStation form responses to PerfexCRM projects

Whenever someone fills out a form on RDStation, use the data to add or update information in PerfexCRM projects. This keeps your projects aligned with your marketing efforts without extra work.

Transfer RDStation lead scores to PerfexCRM

Automatically transfer lead scores from RDStation to PerfexCRM, helping your team prioritize follow-ups based on potential value, keeping your sales efforts focused and timely.

Convert RDStation leads into PerfexCRM invoices

As soon as a lead in RDStation is ready for a proposal, create an invoice in PerfexCRM. This speeds up the billing process and ensures nothing slips through the cracks in your sales funnel.

And much more...

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Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create PerfexCRM contact for new WordPress user

Create PerfexCRM contact for new Elementor Forms form submission

Create PerfexCRM contact for new WPForms form submission

Create PerfexCRM contact for new WHMCS contact

Create PerfexCRM contact for new Google Sheets row

Create PerfexCRM contact for new WordPress user

Create PerfexCRM contact for new Elementor Forms form submission

Create PerfexCRM contact for new WPForms form submission

Create PerfexCRM contact for new WHMCS contact

Create PerfexCRM contact for new Google Sheets row

Create PerfexCRM customer for new Microsoft Excel row

Create PerfexCRM contact for new Square customer

Create PerfexCRM contact for new Notion database item

Create PerfexCRM contact for new Microsoft Excel row

Create PerfexCRM contact for new PostgreSQL row

Create PerfexCRM customer for new Microsoft Excel row

Create PerfexCRM contact for new Square customer

Create PerfexCRM contact for new Notion database item

Create PerfexCRM contact for new Microsoft Excel row

Create PerfexCRM contact for new PostgreSQL row

Top 10 Most Popular RD Station Automations from
Integrately Community

Most popular

01

Create Salesforce record for new RD Station conversion event

02

Create PerfexCRM contact for new RD Station conversion event

03

Create Salesforce opportunity for new RD Station conversion event

04

Create Pipefy card for new RD Station conversion event

05

Send Online Live Support message for new RD Station conversion event

cloud

app integration

06

Create Bitrix24 deal for new RD Station conversion event

07

Send Chatwork message for new RD Station conversion event

08

Create Sharepoint file from new RD Station lead

09

Create Apollo opportunity for new RD Station conversion event

10

Create RD Station conversion event for new Amelia booking

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