Get lead created

  1. Select RD Station as your source app in the “Gears” menu, under “New flow.” Click “Create.”

  1. Choose the connection you want to use, or create a new one, and click “Continue.”

  1. Pick “Get lead created” as your action and click “Create.” GearPlug will ask for a test record, so create one from your form, landing page, or other sources.

  1. Review the data to make sure everything works properly. Click “OK” to finish the setup.

Empty Fields: Under the imported entry, you’ll find a drop-down menu for “Empty Fields.” Here, you’ll find a list of fields you can import—but weren’t used in the form you used.

Last updated