RD Station + Syncro Integration

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Popular RD Station + Syncro Workflows

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Syncro + RD Station Integration

Create RD Station conversion event for new Syncro customer

If you're using Syncro to manage your sales leads, it's important to also use RD Station to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new customer is created in Syncro, a corresponding conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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RD Station + Syncro Integration

Create Syncro customer 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 Syncro customer 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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RD Station + Syncro Integration
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • Syncro
    Customer is created in Syncro
  • Syncro
    Ticket is created in Syncro Instant
  • Syncro
    Ticket status is changed in Syncro Instant
  • Syncro
    Ticket is marked as resolved in Syncro Instant
  • Syncro
    RMM alert is created in Syncro Instant
  • Syncro
    Invoice is created in Syncro Instant
  • Syncro
    Payment is made in Syncro Instant
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Syncro
    Create customer in Syncro
  • Syncro
    Search customer in Syncro
  • Syncro
    Create ticket in Syncro
  • Syncro
    Create lead in Syncro
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