RD Station + Salesforce Integration

Automatically creates a conversion event

Triggers the automation whenever a deal is won

Triggers the automation whenever a deal is lost

Automatically searches for a record using the query provided by the user

Automatically generates a new record

Automatically updates a record with new information

Automatically searches for a record within a given database

Automatically generates new leads for potential customers

Automatically updates the lead information

Automatically retrieves information for a particular lead

Automatically adds a new contact to the database

Automatically updates contact information with new details

Automatically finds and retrieves contact information

Automatically creates a new instance of the support system

Automatically updates the opportunity details as needed

Automatically searches for a opportunity

Automatically adds a contact to a campaign for targeted communication

Automatically adds a new lead to a marketing campaign for targeted outreach

Automatically generates a new account

Automatically searches for account information

Automatically updates account information

Automatically creates a new task

Automatically updates the task with new information or changes

Automatically searches for a task

Automatically retrieves tasks associated with a contact Id

Automatically generates a new case entry

Automatically updates case details based on new information received

Automatically searches for a case record

Automatically retrieves a record based on its ID

Automatically retrieves a list of events associated with a contact Id

Automatically searches for a quote