Overview

This node integrates with the RD Station API to register new events related to leads and contacts, specifically handling the 'Lost' resource with the 'New Conversion' operation. It allows users to mark a contact as lost in a sales funnel by providing the contact's primary email, the funnel name, and a reason for the loss. This is useful for sales and marketing automation workflows where tracking the status of leads and opportunities is essential, such as marking leads as lost to analyze sales performance or trigger follow-up actions.

Use Case Examples

1. Mark a lead as lost in a specific sales funnel by providing their email, funnel name, and reason for loss.
2. Automate the update of lead status in RD Station when a sales opportunity is lost, enabling better sales pipeline management.

Properties

Output

JSON

• event_type - Type of event sent to RD Station, here it is 'OPPORTUNITY_LOST' for lost leads.
• event_family - Category of the event, set as 'CDP' for customer data platform events.
• payload
  • email - Email of the lead/contact.
  • funnel_name - Funnel name where the contact is marked as lost.
  • reason - Reason for marking the contact as lost.

Dependencies

• Requires an API key credential for RD Station OAuth2 authentication to authorize API requests.

Troubleshooting

• Common issues include invalid or missing email addresses, which will cause the API request to fail.
• Incorrect funnel names or missing required fields like email or funnel name can result in errors from the RD Station API.
• Network or authentication errors may occur if the OAuth2 credentials are not properly configured or expired.

Links

• RD Station API Events Documentation - Official documentation for sending events to RD Station, including conversion and lost events.