Connect ClickUp with RD Station CRM
Unlock the superpowers of ClickUp + RD Station CRM and automate your tasks without having to write a single line of code.
ClickUp and RD Station CRM
your way
Check out the available triggers and actions in the automation of apps ClickUp + RD Station CRM
Created task
For each created task on ClickUpHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created task
For each created task on ClickUpTrigger
Task Name
End date
Description
Initial date
Task creator
List name
Task URL
ID of those responsible separated by comma
Responsible persons separated by comma
Email of those responsible separated by comma
Color of those responsible separated by comma
Initials of those responsible for the task
Task ID
Task creation date
Task Status
Task priority
Task folder name
Tags
Project name
Update date
Estimated task time
Time spent on task
Task creator email
List ID
Task 'parent' task
Checklists
Space ID
Project ID
Task end date
Task points
Task creator ID
I give status
Linked tasks
Folder ID
Orderindex
Name of attachments separated by comma
Comma-separated attachment link
Name and link of attachments separated by comma
Lost deal
For each closed deal lost on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each closed deal lost on RD Station CRMTrigger
Deal products
Deal's ID
Deal's Name
Status
Responsible user email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
Lost Reason
Created contact
For each created contact on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created contact
For each created contact on RD Station CRMTrigger
Contact's ID
Contact's Name
Contact position
Contact's birthday
Primary Email
First contact phone number
Contact emails (separated by comma)
Contact phone numbers (separated by comma)
Facebook (Username)
LinkedIn (Username)
Company Name
Company Website
Company Description
Company Owner Name
Company Followers
Created At
Updated At
Updated task status
When a task reaches a certain status on ClickUpHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Updated task status
When a task reaches a certain status on ClickUpTrigger
Task name
End date
Description
Initial date
Task creator
List name
Task URL
ID of those responsible separated by comma
Responsible persons separated by comma
Email of those responsible separated by comma
Color of those responsible separated by comma
Initials of those responsible for the task
Task ID
Task creation date
Task status
Task priority
Task folder name
Tags
Project name
Update date
Estimated task time
Time spent on task
Task creator email
List ID
Task 'parent' task
Checklists
Space ID
Project ID
Task end date
Task points
Task creator ID
I give status
Linked tasks
Folder ID
Orderindex
Name of attachments separated by comma
Comma-separated attachment link
Name and Link of attachments separated by comma
Deal marked as won
For each deal marked as sale on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal marked as won
For each deal marked as sale on RD Station CRMTrigger
Deal products
Deal's ID
Deal's Name
Status
Responsible user email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
Created deal
For each deal created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each deal created on RD Station CRMTrigger
Deal products
Deal's ID
Deal's Name
Status
Responsible User Email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
For every task created
For each task created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
For every task created
For each task created on RD Station CRMTrigger
Task's ID
Task's Type
Task's Subject
Task's Notes
Task's Status
Completion Date
Due Date
Deal's ID
Creator ID
Created At
Updated At
Owner ID
Responsible Name
Responsible Email
Deal ID
Task-related deal name
Total deal amount related to the task
Pipeline Name
Task-related deal pipeline stage name
Company Name
Company Website
Contact Name
Contact Email
Contact Phone
Contact Title
Create/update task
create or update a new task on ClickUpHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create/update task
create or update a new task on ClickUpAction
Task update settings
Task name Required
Task description
Responsible for the task
Task status
Task Tags
Task priority
Task due date
Task start date
Notify users?
checklist name
checklist items
Separator
Create or update deal (single item)
create/update a deal on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update deal (single item)
create/update a deal on RD Station CRMAction
Distribute new deals
Select sellers
User email
User name
Team that will receive deals
Deal name Required
Deal Owner Required
Deal Qualification
Source Name
Name of the Campaign/Marketing Action
Deal forecast date
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Company Owner
Company website URL
Company Resume
Product/Service Name
Product/service description
Product/Service Price
Product/Service Quantity
Product discount type
Product discount
Task's subject
Task's owner
Task's date and time
Task's type
Task's notes
Created by
Deal Note
Create or update company
create or update a company on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update company
create or update a company on RD Station CRMAction
Company Name Required
Company responsible user Required
Company URL
Company Summary
Create or update deal (multiple items)
create or update a deal in RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update deal (multiple items)
create or update a deal in RD Station CRMAction
Distribute new deals
Select sellers
User email
User name
Team that will receive deals
Deal Name Required
Deal owner Required
Deal Qualification
Source Name
Name of the Campaign/Marketing Action
Deal forecast date
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Organization owner
Company website URL
Company Resume
Task's subject
Task's owner
Task's date and time
Task's type
Task's notes
Created by
Deal's note
Products
Products
Create or update contact
create or update a contact on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update contact
create or update a contact on RD Station CRMAction
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company Name
Organization Owner ID
Company URL
Company Resume
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Automate ClickUp and RD Station CRM with Pluga integrations
Explore automation templates
For each created task on ClickUp, create/update an deal on RD Station CRM
When a task reaches a certain status on ClickUp, create/update an deal on RD Station CRM
For each deal marked as sale on RD Station CRM, create or update a new task on ClickUp
For each deal moved to a certain stage in the RD Station CRM funnel, create or update a new task on ClickUp
For each created contact on RD Station CRM, create or update a new task on ClickUp
Organize onboarding of new won clients from RD Station CRM in ClickUp
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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.
-
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.
-
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.
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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.
-
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 ClickUp + 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. 
ClickUp
ProjectClickUp is a task and team management app. The platform assists various teams, including marketing, sales, IT, HR, and others, that aim to optimize their routines.
Integrations with ClickUp Visit ClickUp RD Station CRM
CRMWhether it's just for you or for a sales team, RD Station CRM (formerly PlugCRM) is intuitive and easy to use. In just a few hours, you and your sales team will be experts in the app, all without the need for long training sessions or implementation support.
Integrations with RD Station CRM Visit RD Station CRM