Connect Gmail with RD Station CRM
Unlock the superpowers of Gmail + RD Station CRM and automate your tasks without having to write a single line of code.
Gmail and RD Station CRM
your way
Check out the available triggers and actions in the automation of apps Gmail + RD Station CRM
New email in a tab or with a label
For each new email received in a tab or with a label in GmailHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New email in a tab or with a label
For each new email received in a tab or with a label in GmailTrigger
Email ID
ID of the thread the email belongs to
Subheding
ID of the last email modification history record
Email in MIME type format text/plain
Email in MIME type format text/html
Email content in MIME type format text/html
Subject of the email
Sender: Name and email
Sender: Name
Sender: Email
Recipient: Names and emails
Recipient: Names
Recipient: Emails
Reply-To: name and e-mail address
Reply-To: name
Reply-To: e-mail address
Cc recipients: Names and emails
Cc recipients: Names
Cc recipients: Emails
Bcc recipients: Names and emails
Bcc recipients: Names
Bcc recipients: Emails
Internal creation date (format: YYYY-MM-DDTHH:mm.sssZ)
Internal creation date (format: DD-MM-AAAA HH:mm:ss)
Internal creation date (format: DD-MM-AAAA)
Internal creation hour (format: HH:mm:ss)
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's ID
Deal 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)
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 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
Deal 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 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'
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 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
New email with attachment(s)
For every new email with attachment(s) received in GmailHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New email with attachment(s)
For every new email with attachment(s) received in GmailTrigger Premium
Email ID
ID of the thread the email belongs to.
Subheding
ID of the last email modification history record
Email in MIME type format text/plain
Email in MIME type format text/html
Email content in MIME type format text/html
Subject of the email
Sender: Name and email
Sender: Name
Sender: Email
Recipient: Names and emails
Recipient: Names
Recipient: Emails
Reply-To: name and e-mail address
Reply-To: name
Reply-To: e-mail address
Cc recipients: Names and emails
Cc recipients: Names
Cc recipients: Emails
Bcc recipients: Names and emails
Bcc recipients: Names
Bcc recipients: Emails
Internal creation date (format: YYYY-MM-DDTHH:mm.sssZ)
Internal creation date (format: DD-MM-AAAA HH:mm:ss)
Internal creation date (format: DD-MM-AAAA)
Internal creation hour (format: HH:mm:ss)
Attachments links single file or zipped files
Email attachments: zipped folder name
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'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)
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 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'
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 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
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'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 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
Deal Win
Paused Deal
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 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'
Deal moved to specific stage in pipeline
For each deal moved to a certain stage in the RD Station CRM funnelHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal moved to specific stage in pipeline
For each deal moved to a certain stage in the RD Station CRM funnelTrigger
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)
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 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'
Send email
send an email through GmailHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Send email
send an email through GmailAction
Subject Required
Message Type
Message Required
Attachments
Recipient Required
Sender Name
CC
Bcc
Reply to
Create or update contact
create or update a contact on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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 draft
create a draft in GmailHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create draft
create a draft in GmailAction
Subject Required
Message type
Message Required
Attachments
To Required
Sender Name
Cc
Bcc
Reply to
Create or update company
create or update a company on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update company
create or update a company on RD Station CRMAction
Company Name Required
Company URL
Company Summary
Create or update deal
create/update a deal on RD Station CRMHow it works:
Whenever something happens on the source app
1. An deal will be created/updated from a pipeline stage on RD Station CRM
2. A person/company associated with this deal will be created/updated on RD Station CRM
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on RD Station CRM (Round Robin)
All happening in a single automation! ✨
Create or update deal
create/update a deal on RD Station CRMAction
Distribute new deals
Select sellers
Team that will receive deals
Email of the Responsible
Responsável
Update of deals
Deal owner update logic
Update criteria for deals
Deal name Required
Deal forecast date
Deal Qualification
Deal status
Deal loss reason
Update criteria for contacts
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 type
Assignment Notes
Deal Note
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
Sales representatives who will receive deals
Team that will receive the deals
Deal owner's email
Responsável
Atualização de negociações
Deal owner update logic
Criteria for updating deals
Deal Name Required
Deal prediction date
Deal rating
Deal Status
Deal loss reason
Contact update
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 type
Task's notes
Deal's note
Product/Service Name
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Automate Gmail and RD Station CRM with Pluga integrations
Explore automation templates
For each deal marked as sale on RD Station CRM, send an email through Gmail
AUTOMATE For each closed deal lost on RD Station CRM, send an email through Gmail
AUTOMATE For each deal created on RD Station CRM, send an email through Gmail
AUTOMATE For each deal moved to a certain stage in the RD Station CRM funnel, send an email through Gmail
AUTOMATE For each task created on RD Station CRM, send an email through Gmail
AUTOMATE For each created contact on RD Station CRM, send an email through Gmail
AUTOMATE For each new email received in a tab or with a label, create/update an deal on RD Station CRM
AUTOMATE For each new email received in a tab or with a label, create or update a contact on RD Station CRM
AUTOMATE For each new email received in a tab or with a label, create or update a company on RD Station CRM
AUTOMATE For each deal marked as sale on RD Station CRM, create a draft in Gmail
AUTOMATE For each closed deal lost on RD Station CRM, create a draft in Gmail
AUTOMATE For each deal created on RD Station CRM, create a draft in Gmail
AUTOMATE For each deal moved to a certain stage in the RD Station CRM funnel, create a draft in Gmail
AUTOMATE For each task created on RD Station CRM, create a draft in Gmail
AUTOMATE For each created contact on RD Station CRM, create a draft in Gmail
AUTOMATE Miss an automation with this apps?
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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 Gmail + 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. 
Gmail
EmailGmail is one of the most popular email services in the world and one of Google's earliest apps. With this software, users can easily create and send messages.
Integrations with Gmail Visit Gmail RD 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