At the most case scenario, companies migrate leads from RD Station to RD Station CRM(PlugCRM) when attends certain aspects of a MQL. This automation create or update a lead on RD Station every time that you set the deal status to lost on RD Station CRM.
- 1. Pluga keeps an eye on every lost deal on your RD Station CRM(PlugCRM).
- 2. When this occur, we will create or update the lead on RD Station.
- 3. Remember: when you create your automation, you can define the event name of the lead converted. [example: "plugcrm_lost_deal"], what helps you to include this lead in a certain automation pipeline on RD Station!