Create lead

  1. Select RD Station as your target app. Pick the connection you want to use, or create a new one, after clicking the red gear. Click β€œContinue.”

  1. Choose β€œCreate lead” as your action and click the red gear. This will display the action’s data template.

  1. 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 β€œMap” when you’re done.

  1. Verify your target is active in the upper-right corner. Click β€œAdd a target” or β€œSave” to add another app or save your Gear.

Make sure you turn on your Gear on the β€œGears” menu before leaving GearPlug!

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