RD Station
Google Sheets
zapier

An automated workflow using zapier

Connects RD Station + Google Sheets

Add rows to Google Sheets when RD Station leads convert

About this workflow template

This automation scenario allows you to connect RD Station and Google Sheets

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.

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

Diagram

Add rows to Google Sheets when RD Station leads convert
Workflow diagram: RD Station + Google Sheets integration

How it works?

When this trigger fires in RD Station

RD Station

New Lead Conversion in RD Station

Triggers when a new lead is created.

Then this action happens in Google Sheets

Google Sheets

Create Spreadsheet Row in Google Sheets

Create a new row in a specific spreadsheet.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add rows to Google Sheets when RD Station leads convert.

Part I

Configure Applications

First, we need to connect RD Station and Google Sheets to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect RD Station to Zapier.

    Connect RD Station to Zapier.

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

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets 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 RD Station

    Set up a Trigger action for RD Station

    Choose the following trigger: New Lead Conversion (Triggers when a new lead is created.).

  • Then set up an Action for Google Sheets

    Then set up an Action for Google Sheets

    Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).

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 RD Station and Google Sheets.

  • 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 Add rows to Google Sheets when RD Station leads convert!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • RD Station

    Conversion event

    It registers a new conversion event for a contact.

    zapierintegrately
    actionbyzapierintegrately
  • RD Station

    Won deal

    Marks a deal as won.

    zapierautomateio
    actionbyzapierautomateio
  • RD Station

    Mark a lead as won / lost

    Marks a specified Lead as Won or Lost.

    integromat
    actionbyintegromat
  • RD Station

    Create a conversion event

    Registers a new conversion event for a contact.

    integromat
    actionbyintegromat
  • RD Station

    Lost deal

    Marks a deal as lost.

    zapierautomateio
    actionbyzapierautomateio
  • RD Station

    Create a abandoned cart event

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

    integromat
    actionbyintegromat

Apps you need

Google Sheets

Google Sheets

Spreadsheets

Online spreadsheets for personal use and collaboration, part of Google Drive

Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.