Reverse path, from RD Station CRM to Marketing

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First of all, for a contact to be correctly sent to your RD Station Marketing database, when creating an Opportunity in the CRM, it is necessary that it has a valid email address .

If this does not occur, the lead will be generated without a conversion. In addition, new leads will be created whenever a sale or loss occurs on the Opportunity.

On the other hand, opportunities sold in the CRM, hong kong phone number resource whose contact email is not included in the RD Station Marketing database, will be sent as new leads , with their respective:

Companies/Clients;
Contacts;
mapped custom fields.
Finally, opportunities lost in RD Station's CRM that are properly marked as Opportunity, and have a custom field called “Reason for loss in CRM”, are updated in RD Station Marketing and unmarked, stating the reason for loss .

How to integrate RD Marketing and CRM?
Now, it's time to understand how to carry out this integration step by step.

To do this, the process is divided into steps:

Link accounts
The first step is to link the RD Station CRM account to the RD Station Marketing account.

Therefore, you must follow these steps:

access your RD Station CRM account;
click on your username (top right corner of the page);
in the drop-down menu that will be displayed, click on RD Station Marketing Integration ;
then click on the Connect with RD Station Marketing button ;
choose the desired option: continue with the linked account, change the account that will be integrated and cancel an existing integration.
Continue with linked account
If you have more than one active account in RD Station Marketing , check whether the linked account, which appears pre-selected, is the one you want to integrate;
After analyzing this point, proceed normally with the integration flow .

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