Connect Agendor with RD Station CRM

Unlock the superpowers of Agendor + RD Station CRM and automate your tasks without having to write a single line of code.

Agendor and RD Station CRM
your way

Check out the available triggers and actions in the automation of apps Agendor + RD Station CRM

Agendor-icon

Deal reaches pipeline stage

When a deal reaches a certain funnel stage on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Deal products

ID

Status

Stage

Ranking

Registration date/time

Registration date (formatted in YYYY-MM-DD)

Registration date (formatted in DD/MM/YY)

Title

Nome do autor

Total amount

Start date

Date of the conclusion

Description

Nome do responsável pelo negócio

Email of the person responsible for the deal

Related products and services

Product name

Product price

Product category

Quantity of each product

Name and quantity of each product

Name, price and quantity of each product

Total quantity of products

Subtotal of products

Name, category and quantity of each product

Desconto total dos produtos do negócio

Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Person: from which company?

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company

Company: People from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Agendor-icon

Lost deal

For each lost deal on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Reason for loss

Description of the loss

Deal products

Status

Stage

Ranking

Registration date/time

Registration date (formatted in YYYY-MM-DD)

Registration date (formatted in DD/MM/YY)

Title

Responsible

Total amount

Start date

Completion/loss date

Description

Email of the person responsible for the deal

Related products and services

Product name

Product price

Product category

Quantity of each product

Name and quantity of each product

Name, price and quantity of each product

Total quantity of products

Subtotal of products

Name, category and quantity of each product

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Person: from which company?

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company

Company: People from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Agendor-icon

Created task

When a task is created on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Task: ID

Task: Creator

Task: Title

Task: Due date in format (DD/MM/YYYY - H:M:S)

Task: Due date in format (DD/MM/YYYY)

Task: Due date in format (H:M:S)

Task: Creation date and time

Task: Assigned Users

Deal: Associated metrics

Task: Type

Deal: Status

Deal: Stage

Deal: Ranking

Deal: Registration date and time

Deal: Registration date (formatted in YYYY-MM-DD)

Deal: Registration date (formatted in DD/MM/YY)

Deal: Title

Deal: Responsible

Deal: Total amount

Deal: Start date

Deal: Completion date

Deal: Description

Deal: Email of the person responsible

Deal: Related products and services

Deal: Products name

Deal: Price of products

Deal: Product categories

Deal: Quantity of each product

Deal: Name and quantity of each product

Deal: Name, price and quantity of each product

Deal: Total quantity of products

Deal: Subtotal of products

Deal: Name, category and quantity of each product

Person: ID

Person: Name

Person: Email

Person: CPF

Person: Position

Person: Ranking

Person: Description

Person: Birthday date

Person: Full birthday 'Day/month/year'

Person: Birthday date in 'year-month-day' format

Person: Category

Person: Origin

Person: Responsible

Person: Company

Person: Phone

Person: Cell phone

Person: Fax

Person: Extension

Person: Radio

Person: Whatsapp

Person: Facebook

Person: Twitter

Person: Linkedin

Person: Skype

Person: Instagram

Person: Related products and services

Person: Country

Person: Neighborhood

Person: Street

Person: Address number

Person: Complement address

Person: Zip Code

Person: State

Person: City

Company: ID

Company: Name

Company: Corporate name

Company: Email

Company: CNPJ

Company: Website

Company: Ranking

Company: Description

Company: Category

Company: Origin

Company: Responsible

Company: Sector

Company: Telephone

Company: Cellular

Company: Fax

Company: Ramal

Company: Radio

Company: Whatsapp

Company: Facebook

Company: Twitter

Company: Linkedin

Company: Skype

Company: Instagram

Company: Related products and services

Company: Country

Company: Neighborhood

Company: Rua

Company: Address number

Company: Address complement

Company: Zip Code

Company: State

Company: City

Company: Related people (name and email)

Company: Related people (name, email, telephone and position)

Company: Name of related people

Company: Email of related people

Company: Telephone number of related people

Company: Position of related people

RD Station CRM-icon

For every task created

For each task created on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Task ID

Task type

Task subject

Task-related deal name

Task-related deal pipeline stage name

Task-related deal creation date

Total deal amount related to the task

Task date and time

Task's date and time (BR timezone)

Task date

Task time

Task notes

Task completion date

Name of the company related to the task

Address of the company related to the task

Names of contacts related to the task (separated by commas)

Job titles of contacts related to the task, separated by commas

Emails from contacts related to the task, separated by a comma and vertical bar

Contact emails related to the task, separated by commas

Telephone numbers of contacts related to the task, separated by commas

Names, positions, emails and telephone numbers of contacts related to the task, separated by commas

Name of users related to the task

Email of users related to the task

Task completion status

Agendor-icon

Won deal

For each won deal on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Earning date

Deal products

ID

Status

Stage

Ranking

Registration date/time

Registration date (formatted in YYYY-MM-DD)

Registration date (formatted in DD/MM/YY)

Title

Nome do autor

Total amount

Start date

Completion/earning date

Description

Nome do responsável pelo negócio

Email of the person responsible for the deal

Related products and services

Product name

Product price

Product category

Quantity of each product

Name and quantity of each product

Name, price and quantity of each product

Total quantity of products

Subtotal of products

Name, category and quantity of each product

Desconto total dos produtos do negócio

Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Person: from which company?

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company

Company: People from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Pessoa vinculada à empresa: Id

Pessoa vinculada à empresa: Nome

Pessoa vinculada à empresa: E-mail

Pessoa vinculada à empresa: Cpf

Pessoa vinculada à empresa: Cargo

Pessoa vinculada à empresa: Ranking

Pessoa vinculada à empresa: Descrição

Pessoa vinculada à empresa: Data de aniversário

Pessoa vinculada à empresa: Data de aniversário completa no formato 'Dia/mês/ano'

Pessoa vinculada à empresa: Data de aniversário completa no formato 'ano-mês-dia'

Pessoa vinculada à empresa: Categoria

Pessoa vinculada à empresa: Origem

Pessoa vinculada à empresa: Responsável

Pessoa vinculada à empresa: De qual empresa?

Pessoa vinculada à empresa: Telefone

Pessoa vinculada à empresa: Celular

Pessoa vinculada à empresa: Fax

Pessoa vinculada à empresa: Ramal

Pessoa vinculada à empresa: Radio

Pessoa vinculada à empresa: Whatsapp

Pessoa vinculada à empresa: Facebook

Pessoa vinculada à empresa: Twitter

Pessoa vinculada à empresa: Linkedin

Pessoa vinculada à empresa: Skype

Pessoa vinculada à empresa: Instagram

Pessoa vinculada à empresa: Produtos e serviços relacionados

Pessoa vinculada à empresa: País

Pessoa vinculada à empresa: Bairro

Pessoa vinculada à empresa: Rua

Pessoa vinculada à empresa: Nº da rua

Pessoa vinculada à empresa: Complemento

Pessoa vinculada à empresa: Cep

Pessoa vinculada à empresa: Estado

Pessoa vinculada à empresa: Cidade

Agendor-icon

Created person

For each created person on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Company: name

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: People from that company (name - email)

Company: People from that company (name - email - telephone - position)

Company: First name of the people in this company

Company: First email of people from this company

Company: First phone number for people from this company

Company: First position of people in this company

RD Station CRM-icon

Deal marked as won

For each deal marked as sale on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Deal products

Deal's ID

Deal Name

Responsible User

Responsible User Email

Sales pipeline

Sales Pipeline Stage

Contact name

Contact Position

Contact Email

Contact Phone

Contact's Birthday

Campaign Name

Source Name

Reason for Loss

Company Name

Company's adress

Company user id number

Company username

Company URL

Company segments (comma separated)

Seller team ID (separated by comma)

Organization contact emails (comma separated)

Deal tasks (separated by commas and line breaks)

Deal notes (separated by commas and line breaks)

Last deal note

Company ID

Product names (separated by comma)

Product descriptions (comma separated)

Product IDs (separated by comma)

Product quantities (separated by comma)

Product prices (separated by comma)

Valores totais dos produtos após descontos (separados por vírgula)

Product names, descriptions, quantities and prices (separated by commas)

Gross total of products

Total líquido dos produtos

Full discount

Unique Amount

Recurring Amount

Total Amount

Qualification

Negotiation Wins

Paused Trading

Creation date

Closing date

Estimated closing date

Created At in the format 'yyyy-mm-dd'

Created At in the format 'dd/mm/yyyy'

Creation date formatted in 'yyyy-mm-dd HH:mm:ss'

Closed At in the format 'yyyy-mm-dd'

Closed At in the format 'dd/mm/yyyy'

Closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Prediction date in the format 'yyyy-mm-dd'

Prediction date in the format 'dd/mm/yyyy'

Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Date and time the deal entered the selected Stage

Date on which the deal entered the selected stage formatted as 'yyyy-mm-dd'

Date on which the deal entered the selected stage formatted as 'dd/mm/yyyy'

RD Station CRM-icon

Created contact

For each created contact on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Contact ID

Contact name

Contact position

Contact's birthday

Contact Linkedin

Contact-related deals

Contact emails (separated by comma)

Contact phone numbers (separated by comma)

First contact phone number

Organization of contact

Contact organization website

Address of the contact organization

Agendor-icon

Created deal

For each added deal on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Deal products

Status

Stage

Ranking

Registration date/time

Registration date (formatted in YYYY-MM-DD)

Registration date (formatted in DD/MM/YY)

Title

Responsible

Total amount

Start date

Date of the conclusion

Description

Email of the person responsible for the deal

Related products and services

Product name

Product price

Product category

Quantity of each product

Name and quantity of each product

Name, price and quantity of each product

Total quantity of products

Subtotal of products

Name, category and quantity of each product

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Person: from which company?

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company

Company: People from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Agendor-icon

Created company

For each created company on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: lead source

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company (name - email)

Company: people from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

RD Station CRM-icon

Deal moved to specific stage in pipeline

For each deal moved to a certain stage in the RD Station CRM funnel

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Deal products

Deal's ID

Deal Name

Responsible user name

Email of the responsible user

Sales pipeline

Sales pipeline stage

Contact name

Contact position

Contact Email

Contact Phone

Contact's Birthday

Campaign Name

Source Name

Reason for Loss

Company Name

Company's adress

Company user id number

Company username

Company URL

Company segments (comma separated)

Seller team ID (separated by comma)

Organization contact emails (comma separated)

Deal tasks (separated by commas and line breaks)

Deal notes (separated by commas and line breaks)

Last deal note

Company ID

Product names (separated by comma)

Product descriptions (comma separated)

Product IDs (separated by comma)

Product quantities (separated by commas)

Product prices (separated by comma)

Valores totais dos produtos após descontos (separados por vírgula)

Product names, descriptions, quantities and prices (separated by commas)

Gross total of products

Total líquido dos produtos

Full discount

Unique amount

Recurring amount

Total amount

Qualification

Negotiation Wins

Paused Trading

Creation date

Closing date

Estimated closing date

Created At in the format 'yyyy-mm-dd'

Created At in the format 'dd/mm/yyyy'

Creation date formatted in 'yyyy-mm-dd HH:mm:ss'

Closed At in the format 'yyyy-mm-dd'

Closed At in the format 'dd/mm/yyyy'

Closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Prediction date in the format 'yyyy-mm-dd'

Prediction date in the format 'dd/mm/yyyy'

Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Date and time the deal entered the selected Stage

Date on which the deal entered the selected stage formatted as 'yyyy-mm-dd'

Date on which the deal entered the selected stage formatted as 'dd/mm/yyyy'

Agendor-icon

Add or update deal

add/update a deal on Agendor

Action

Fields in Agendor that can receive information from other apps.

Distribute new deal

Select sellers

Email of the Responsible

Deal owner's name

Deal owner update logic

Atualizar negócio baseado em

Title Required

Contact type Required

Deal status

Description

Start date

Date of the conclusion

Ranking

Amount

Deal: product/service

Negócio: valor unitário do produto/serviço

Negócio: quantidade do produto/serviço

Negócio: código do produto/serviço

Negócio: desconto do produto/serviço

Visible to all users?

Update person based on

Person: name

Person: cpf

Person: ranking

Person: description

Person: birthday

Person: email

Person: phone

Person: cell phone

Person: fax

Person: whatsapp

Person: facebook

Person: twitter

Person: instagram

Person: linkedin

Person: skype

Person: cep

Person: country

Person: neighborhood

Person: state

Person: street

Person: street number

Person: complement

Person: city

Person origin selection mode

Person: origin

Pessoa: origem

Person: category

Person: product/service

Company: name

Company: corporate name

Company: cnpj

Company: ranking

Company: description

Company: email

Company: phone

Company: cell phone

Company: fax

Company: whatsapp

Company: facebook

Company: twitter

Company: instagram

Company: linkedin

Company: skype

Company: cep

Company: country

Company: neighborhood

Company: state

Company: street

Company: street number

Company: complement

Company: city

Company: origin

Company: category

Company: sector

Company: product/service

Task title

Person responsible for the created task

Task due date

Task type

RD Station CRM-icon

Create or update deal (single item)

create/update a deal on RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Distribute new deals

Select sellers

Team that will receive deals

Email of the Responsible

Responsável

Deal owner update logic

Deal name Required

Deal forecast date

Deal Qualification

Deal status

Deal loss reason

Company/Customer Name

Company website URL

Contact name Required

Contact Phone

Contact Email

Contact Position

Source Name

Name of the Campaign/Marketing Action

Product/Service Name

Product/service description

Product/Service Price

Product/Service Quantity

Product discount type

Product discount

Contact birthday

Task Subject

Task date

Task time

Task type

Assignment Notes

Deal Note

Agendor-icon

Create or update contact

create or update a contact on Agendor

Action

Fields in Agendor that can receive information from other apps.

Distribuir novos contatos

Selecionar vendedores

Select the person responsible

Contact type

Update person based on

Person: name

Person: email

Person: phone

Person: cell phone

Person: whatsapp

Person: cpf

Company: name

Company: corporate name

Company: cnpj

Company: email

Company: phone

Company: cell phone

Company: whatsapp

Person: street

Person: street number

Person: complement

Person: neighborhood

Person: cep

Person: city

Person: state

Person: country

Person: position

Person: description

Person: birthday

Person: category

Person origin selection mode

Person: origin

Pessoa: origem

Person: product/service

Person: ranking

Person: fax

Person: facebook

Person: twitter

Person: instagram

Person: linkedin

Person: skype

Company: street

Company: street number

Company: complement

Company: neighborhood

Company: cep

Company: city

Company: state

Company: country

Company: ranking

Company: description

Company: category

Company: origin

Company: sector

Company: product/service

Company: fax

Company: facebook

Company: twitter

Company: instagram

Company: linkedin

Company: skype

RD Station CRM-icon

Create or update company

create or update a company on RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Company Name Required

Company URL

Company Summary

Agendor-icon

Create deal (multi-items)

Create/update a deal on Agendor

Action

Fields in Agendor that can receive information from other apps.

Distribuir novos negócios

Selecionar vendedores

Responsável

Deal owner's name

Deal owner update logic

Atualizar negócio baseado em

Título Required

Empresa/Pessoa Required

Status

Descrição

Data de início

Data de conclusão

Ranking

Valor total

Visível por todos os usuários?

Update person based on

Pessoa: nome

Pessoa: cpf

Pessoa: ranking

Pessoa: descrição

Pessoa: data de aniversário

Pessoa: e-mail

Pessoa: telefone

Pessoa: celular

Pessoa: fax

Pessoa: whatsapp

Pessoa: facebook

Pessoa: twitter

Pessoa: instagram

Pessoa: linkedin

Pessoa: skype

Pessoa: cep

Pessoa: país

Pessoa: bairro

Pessoa: estado

Pessoa: rua

Pessoa: nº da rua

Pessoa: complemento

Pessoa: cidade

Person origin selection mode

Pessoa: origem

Pessoa: origem

Pessoa: categoria

Pessoa: produto/serviço

Empresa: nome

Empresa: razão social

Empresa: cnpj

Empresa: ranking

Empresa: descrição

Empresa: e-mail

Empresa: telefone

Empresa: celular

Empresa: fax

Empresa: whatsapp

Empresa: facebook

Empresa: twitter

Empresa: instagram

Empresa: linkedin

Empresa: skype

Empresa: cep

Empresa: país

Empresa: bairro

Empresa: estado

Empresa: rua

Empresa: nº da rua

Empresa: complemento

Empresa: cidade

Empresa: origem

Empresa: categoria

Empresa: setor

Empresa: produto/serviço

Task's title

Person responsible for the created task

Task's due date

Task type

Items

Items

RD Station CRM-icon

Create or update deal (multiple items)

create or update a deal in RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Distribute new deals

Sales representatives who will receive deals

Team that will receive the deals

Deal owner's email

Responsável

Deal owner update logic

Deal Name Required

Deal prediction date

Deal rating

Deal Status

Deal loss reason

Company name

Company website URL

Contact Name Required

Contact phone

Contact e-mail

Contact Title

Deal source

Campaign Name

Contact birthday

Task's subject

task's date

Task time

Task type

Task's notes

Deal's note

Product/Service Name

Product/Service Name

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Automate Agendor and RD Station CRM
with Pluga integrations

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How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate Agendor + RD Station CRM
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
Agendor-icon

Agendor

CRM

Agendor is a CRM platform that works as a personal assistant for sales teams, helping salespeople reach their full potential. From planning to post-sales, the app encompasses various features to ensure no opportunity is lost in the pipeline.

Integrations with Agendor Visit Agendor
RD Station CRM-icon

RD Station CRM

CRM

RD Station CRM is the CRM module of the RD Station platform. It offers tools for customer relationship management, sales automation, analytics, and integration with other digital marketing apps.

Integrations with RD Station CRM Visit RD Station CRM

Frequently Asked Questions

  • With Pluga, you can easily automate Agendor com RD Station CRM . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By automating Agendor with RD Station CRM on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Agendor, RD Station CRM, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.