Create contact
Last updated
Last updated
Select RD Station CRM as your target app and the connection you want to use. Click “Continue.”
Choose “Create contact” as your action and click the red gear to display the data template.
Fill in the data template, linking source and target fields. You must fill in the required fields, but you may skip the optional ones. Click “Map” once you’re done.
If you don’t want to go through each field, you may use the search bar at the top. You can also filter required and optional fields.
Verify that your target is active in the upper-right corner. Click “Add a target” or “Save” to add more apps or save your Gear.
Make sure you turn on your Gear before leaving GearPlug!
