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Overview

This node integrates with the RD Station API to register new sales conversions. It is designed to create and send conversion events to RD Station, marking contacts as sales with associated details such as email, funnel name, and sale value. This node is useful for automating the tracking of sales conversions in marketing and sales workflows, enabling seamless synchronization of sales data with RD Station's platform.

Use Case Examples

  1. Automatically register a new sale conversion when a deal is closed in a CRM system.
  2. Track sales conversions from an e-commerce platform by sending sale details to RD Station.
  3. Mark contacts as won sales in RD Station based on external sales data.

Properties

Name Meaning
Email Primary email for the lead, used to identify the contact in RD Station.
Funnel Name Name of the funnel to which the contact should be marked as a sale.
Value Value of the won opportunity, representing the sale amount.
Call Status Internal hidden field defaulting to 'in_progress', not user-configurable.

Output

JSON

  • event_type - Type of event sent to RD Station, here it is 'SALE' for new sales conversions.
  • event_family - Category of the event, set to 'CDP' indicating a customer data platform event.
  • payload
    • email - Email of the lead/contact for whom the sale conversion is registered.
    • funnel_name - Funnel name indicating the sales funnel stage.
    • value - Numeric value representing the sale amount.

Dependencies

  • Requires an OAuth2 API credential for RD Station to authenticate 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 RD Station API.
  • Network or authentication errors may occur if the OAuth2 credentials are not properly configured or expired.

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