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Integrate RD Station CRM with Close

Connect RD Station CRM to Close with no code

Integrate RD Station CRM with Close using the Albato platform to supercharge your sales processes and increase productivity. This integration allows you to automate your workflows, giving you more control and visibility over your business operations. For instance, when a new deal is created in RD Station CRM, Albato can automatically create a new lead in Close. This eliminates the need for manual data entry, saving your sales team valuable time and reducing the risk of errors. With triggers such as Task status changed, New deal created, and Deal status changed in RD Station CRM, and actions like New Task, New Lead, and New Contact in Close, you can automate a variety of tasks and processes. Experience a new level of efficiency and productivity with the RD Station CRM and Close integration on Albato.

Category

  • CRM & ERP systems
  • eCommerce
  • CRM & ERP systems
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How it works

With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

  • 1

    Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.

  • 2

    Select the app and event that will trigger your integration, or set up a schedule as you prefer.

  • 3

    Select the actions to be performed and the data you wish to send once your integration is started.

  • 4

    That's it, it's done

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Choose triggers and events for RD Station CRM and Close

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I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.

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