After connecting you will be able to download data from RD Station per event:
- New lead conversion
- Lead is marked as opportunity
You can also send data to RD Station by creating leads and adding attributes to them at the right time. The following actions are available:
- Create "Chat started" event
- Create "Chat finished" event
- Find lead
- Update lead
- Create conversion event
- Create "Mark Opportunity" event
- Create "Mark Opportunity Won" event
- Create "Mark Opportunity Lost" event
- Create/update contact
As an example, you can send leads from Facebook after filling out the form and create a new conversion event in RD Station. Then, at the right time, this lead is given a marker of a won or lost event, for example, based on the movement of the transaction on the lead in CRM systems.
To create a connection, open the "Connected apps" tab and select RD Station service from the drop-down menu: