Register RD Station conversion events when new deals match Pipedrive filters

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Pipedrive to Zapier.

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

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  Connect RD Station to Zapier.

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

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

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  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.).

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  Then set up an Action for RD Station

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

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

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  Customize data flow

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

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  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!