Imagine that your lead is in certain step of automation pipeline, and therefore, was marked as an opportunity. This automation notify in your Slack when this occurs (or any other action, such as "Follow on Twitter") which helps your team make a quick call.
- 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, a notification is sent to your Slack.