Highlevel Overview
Make lead management a breeze when you combine the power of the popular digital marketing tool, RD Station with your trusted SuiteCRM platform. Created by Verity Infotech, the RD Station SuiteCRM Integration helps your team send leads from one system to the other, using syncing technology and webhooks.
Features
- Create lead in RD Station from SuiteCRM
- Create lead in SuiteCRM from RD Station
- Create SuiteCRM contact as RD Station lead
How it Works
RD Station is an all-in-one tool that helps you manage and automate your digital marketing activity, driving more traffic, leads, relationships and sales for your company. With this add-on, you can easily create leads in RD Station from SuiteCRM with the help of the sync button. Alternatively, you can create leads in SuiteCRM from RD Station with the help of webhooks.
Use the convenient Sync Contact button to create a lead in RD Station (from SuiteCRM).
See the “success” confirmation after syncing your current SuiteCRM lead to RD Station.
To learn more about this solution, go to RD Station Integration for SuiteCRM or search for "marketing leads."
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Summary Fields
At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.
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Conditional Notifications
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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