Connect Calendly with RD Station CRM
Unlock the superpowers of Calendly + RD Station CRM and automate your tasks without having to write a single line of code.
Calendly and RD Station CRM
your way
Check out the available triggers and actions in the integration of apps Calendly + RD Station CRM and build your automation
Canceled scheduling
For each canceled scheduling on CalendlyTrigger
Cancellation URL
Guest email
Appointment creation date
Guest name
Guest: First name
Guest: Last name
Rescheduling URL
Event status
Time zone
Guest Text Reminder Phone
Start date/time
End date/time
Start date/time (Brasília time)
Start date (Brasília time)
Start time (Brasília time)
Start date/time (according to the payload timezone)
Start date (according to the payload timezone)
Start time (according to the payload timezone)
End date/time (Brasília time)
End date (Brasília time)
End time (Brasília time)
End date/time (according to the payload timezone)
End date (according to the payload timezone)
End time (according to the payload timezone)
Event duration
Event's place
Type of event (in-person or remote)
Event URL
Event type name
Questions and answers
The UTM parameter used to track a campaign
The UTM parameter that identifies the origin (traffic source platform)
The UTM parameter that identifies the input type (e.g. cost per click (CPC), social media, affiliate, or QR code)
UTM Content Tracking Parameter
The UTM parameter used to track keywords
The unique identifier of the Salesforce record
Name of the person who canceled
Reason for cancellation
Lost opportunity
For each closed deal lost on RD Station CRMTrigger
Deal's ID
Opportunity Name
Responsible user
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
Organization segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by commas)
Product descriptions (comma separated)
Product IDs (separated by commas)
Product quantities (separated by comma)
Product prices (separated by comma)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Full discount
Unique Amount
Recurring Amount
Total amount
Qualification
Opportunity Win
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 opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
For every task created
For each task created on RD Station CRMTrigger
Task ID
Task type
Task subject
Task-related opportunity name
Task-related opportunity pipeline stage name
Task-related opportunity creation date
Total opportunity 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
Created scheduling
For each created scheduling on CalendlyTrigger
Cancellation URL
Guest email
Appointment creation date
Guest name
Guest: First name
Guest: Last name
Rescheduling URL
Event status
Time zone
Guest Text Reminder Phone
Start date/time
End date/time
Start date/time (Brasília time)
Start date (Brasília time)
Start time (Brasília time)
Start date/time (according to the payload timezone)
Start date (according to the payload timezone)
Start time (according to the payload timezone)
End date/time (Brasília time)
End date (Brasília time)
End time (Brasília time)
End date/time (according to the payload timezone)
End date (according to the payload timezone)
End time (according to the payload timezone)
Event duration
Event's place
Type of event (in-person or remote)
Event URL
Event type name
Questions and answers
The UTM parameter used to track a campaign
The UTM parameter that identifies the origin (traffic source platform)
The UTM parameter that identifies the input type (e.g. cost per click (CPC), social media, affiliate, or QR code)
UTM Content Tracking Parameter
The UTM parameter used to track keywords
The unique identifier of the Salesforce record
Opportunity marked as sale
For each opportunity marked as sale on RD Station CRMTrigger
Deal's ID
Opportunity 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)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity 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)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
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 opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Created contact
For each created contact on RD Station CRMTrigger
Contact ID
Contact name
Contact position
Contact's birthday
Contact Linkedin
Contact-related opportunities
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
Created opportunity
For each opportunity created on RD Station CRMTrigger
Deal's ID
Opportunity 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)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by commas)
Product descriptions (comma separated)
Product IDs (separated by commas)
Product quantities (separated by comma)
Product prices (separated by comma)
Product Names, Descriptions, Quantities and Prices (separated by comma)
Total Gross Products
Total Discount
Unique amount
Recurring amount
Total amount
Qualification
Opportunity Win
Paused Opportunity
Creation date
Closing date
Closing Forecast
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 opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Opportunity moved to specific stage in pipeline
For each opportunity moved to a certain stage in the RD Station CRM funnelTrigger
Deal's ID
Opportunity 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)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity 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)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
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 opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Create or update opportunity
create/update an opportunity on RD Station CRMAction
Distribute new deals
Select sellers
Team that will receive opportunities
Email of the Responsible
Atualização de oportunidades
Deal owner update logic
Update criteria for negotiations
Opportunity name Required
Deal forecast date
Opportunity Qualification
Opportunity status
Contact updates
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
Task Subject
Task date
Task type
Assignment Notes
Opportunity Note
Create or update contact
create or update a contact on RD Station CRMAction
Contact name Required
Update contact based on
Contact Email
Contact Phone
Contact Position
Organization Name
Organization URL
Contact's Birthday
Create or update company
create or update a company on RD Station CRMAction
Company Name Required
Company URL
Company Summary
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Automate Calendly and RD Station CRM
with Pluga integrationsExplore automation templates
For each created event on Calendly, create/update an opportunity on RD Station CRM
EXPLOREFor each canceled event on Calendly, create/update an opportunity on RD Station CRM
EXPLOREMiss an automation with this apps?
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Integrate Calendly + RD Station CRM
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By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. Calendly
CalendarCalendly is a free meeting scheduling software. Its features include time slot reservations, automation, and the ability to integrate with other calendars, like Google Calendar and Outlook.
Integrations with Calendly Visit CalendlyRD Station CRM
CRMRD 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