Painel do Corretor + RD Station

Add new RD Station opportunities as Painel do Corretor deals

Activate this integration to automatically add each new RD Station opportunity as a Painel do Corretor deal. Make sure your sales team can send quotations without having to notify them manually.

When this happens...
New Opportunity
Triggers when a Lead is marked as opportunity.
TriggerInstant
automatically do this!
Create Deal
Creates a new Deal (Negócio).
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Lead Conversion
Triggers when a new lead is created.
Trigger
Instant
Try It
- Event IdentifierRequired
- EmailRequired
- Name
- Job Title
- State
- City
- Country
- Phone
- Mobile Phone
- Twitter
- Facebook
- LinkedIn
- Website
- Company Name
- Company Address
- Company Size
- Traffic Source
- Traffic Medium
- Traffic Campaign
- Traffic Value
Action
Write
- EmailRequired
- Value
Action
Write
New Deal
Triggers when a new Deal (Negócio) is created.
Trigger
Instant
Try It

New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- EmailRequired
- Lost Reason
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Instant
Try It
- TitleRequired
- Name
- Email
- Phone
- City
- Tags
- Value
- Description
Action
Write

About Painel do Corretor

The Panel do Corretor is the best CRM and quotation app to insurance brokers!

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About RD Station

RD Station is a complete digital marketing platform to help you generate more results in traffic generation, leads, sales for your business, and to build a solid digital marketing presence. This app is available only in Portuguese.

Learn more