Learn how to install the app that integrates Asksuite to Revinate, automatically transferring the leads your robot has captured.
Step-by-step guide
- On the left side menu, click on Askstore;
- Open the app called RD Station - Lead Management, and click on install;
- On the first screen, click on RD Station login;
- You'll be redirected to RD Station Marketing, click on Continue> Connect;
- You'll be sent back to Asksuite's platform with the following confirmation message:
- After Clicking on next, connect Rd Station lead fields to Asksuite's lead information;
Note: On the Conversion Origin field, insert text to identify that the lead comes from Asksuite - By clicking on install, a success message should appear, your integration is completed;
- Now all leads captured by Asksuite will be automatically sent to RD Station periodically, in intervals of up to one hour and ten minutes.
If you'd like to add a new field to lead capture, create a new custom field om RD Station and re-do the lead mapping process.
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