Have a copy in an online spreadsheet of all information of your leads, who have achieved certain criteria on RD Station, will allow segmentation, editing or data manipulation in the most relevant way to your business.
- 1. In each automation pipeline on RD Station the lead can make steps. In one of these steps, include the action "Enviar lead para a URL".
- 2. In "Enviar lead para a URL", include Pluga URL, which will show during the creation of your automation on Pluga.
- 3. Pluga keeps an eye on every new leads that attend the condition below.
- 4. Done! When lead achieved this specific step, inside the automation pipeline, we will include the data into a Excel spreadsheet.