Pipedrive
RD Station
zapier

An automated workflow using zapier

Connects Pipedrive + RD Station

Register RD Station conversion events when new deals match Pipedrive filters

About this workflow template

This automation scenario allows you to connect Pipedrive and RD Station

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Pipedrive and RD Station can also be integrated using automation tools other than zapier:

Diagram

Register RD Station conversion events when new deals match Pipedrive filters
Workflow diagram: Pipedrive + RD Station integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

Deal Matching Filter in Pipedrive

Triggers when a deal newly matches a Pipedrive filter for the first time.

Then this action happens in RD Station

RD Station

Conversion Event in RD Station

It registers a new conversion event for a contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Register RD Station conversion events when new deals match Pipedrive filters.

Part I

Configure Applications

First, we need to connect Pipedrive and RD Station to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

  • Connect RD Station to Zapier.

    Connect RD Station to Zapier.

    Give Zapier access to your RD Station account, using RD Station credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Pipedrive

    Set up a Trigger action for Pipedrive

    Choose the following trigger: Deal Matching Filter (Triggers when a deal newly matches a Pipedrive filter for the first time.).

  • Then set up an Action for RD Station

    Then set up an Action for RD Station

    Choose this action: Conversion Event (It registers a new conversion event for a contact.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Pipedrive and RD Station.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Register RD Station conversion events when new deals match Pipedrive filters!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    zapieralbato
    triggerbyzapieralbato
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

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    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • RD Station

    Conversion event

    It registers a new conversion event for a contact.

    zapierintegrately
    actionbyzapierintegrately
  • RD Station

    Won deal

    Marks a deal as won.

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    actionbyzapierautomateio
  • RD Station

    Mark a lead as won / lost

    Marks a specified Lead as Won or Lost.

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    actionbyintegromat
  • RD Station

    Create a conversion event

    Registers a new conversion event for a contact.

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    actionbyintegromat
  • RD Station

    Lost deal

    Marks a deal as lost.

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    actionbyzapierautomateio
  • RD Station

    Create a abandoned cart event

    This event is recorded whenever a cart is abandoned on an e-commerce platform.

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    actionbyintegromat

Apps you need

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