Automations with RD Station CRM

Omie ERP
21 automations
Automations
Bling
20 automations
Automations
Asaas
17 automations
Automations
Google Sheets
17 automations
Automations
Hotmart
16 automations
Automations
Gmail
15 automations
Automations
iugu
11 automations
Automations
RD Station Marketing
11 automations
Automations
Conta Azul
10 automations
Automations
Google Docs
10 automations
Automations
Pagar.me
10 automations
Automations
Vindi Recorrência
10 automations
Automations
Notion
10 automations
Automations
Pipefy
10 automations
Automations
Ramper Marketing
9 automations
Automations
Pluga Webhooks
9 automations
Automations
Loja Integrada
9 automations
Automations
Olist ERP (Tiny ERP)
9 automations
Automations
ActiveCampaign
8 automations
Automations
WooCommerce
8 automations
Automations
Eduzz
8 automations
Automations
Excel
8 automations
Automations
Adobe Commerce 2.X (Magento)
8 automations
Automations
Airtable
8 automations
Automations
Trello
8 automations
Automations
Microsoft Outlook
8 automations
Automations
Leadlovers
8 automations
Automations
Twilio
8 automations
Automations
Manychat
7 automations
Automations
Mautic
7 automations
Automations
E-goi
7 automations
Automations
Nibo
7 automations
Automations
Mercado Pago
7 automations
Automations
Mailchimp
7 automations
Automations
Discord
6 automations
Automations
SendGrid
6 automations
Automations
Webflow
6 automations
Automations
Squarespace
6 automations
Automations
ZapSign
6 automations
Automations
monday.com
6 automations
Automations
HubSpot
6 automations
Automations
Microsoft Teams
6 automations
Automations
Kiwify
6 automations
Automations
MemberKit
6 automations
Automations
Superlógica Assinaturas
6 automations
Automations
Slack
6 automations
Automations
Intercom
6 automations
Automations
Google Calendar
6 automations
Automations
Facebook Custom Audiences
5 automations
Automations
Blip
5 automations
Automations
WhatsApp Business Cloud
5 automations
Automations
Adobe Commerce 1.X (Magento)
5 automations
Automations
Jira Software Cloud
5 automations
Automations
ClickUp
5 automations
Automations
Google Contacts
5 automations
Automations
G Digital
5 automations
Automations
Zenvia Canais
5 automations
Automations
Todoist
5 automations
Automations
Conta Azul Financeiro
4 automations
Automations
JivoChat
4 automations
Automations
Shopify
4 automations
Automations
Pipedrive
4 automations
Automations
Vindi Pagamentos
4 automations
Automations
Asana
4 automations
Automations
Nuvemshop
3 automations
Automations
Tally
3 automations
Automations
PagBank
3 automations
Automations
Yampi
3 automations
Automations
Facebook Lead Ads
3 automations
Automations
PayPal
2 automations
Automations
Clicksign
2 automations
Automations
Google Lead Form
2 automations
Automations
Zendesk
2 automations
Automations
Mercado Livre
2 automations
Automations
Linkedin Lead Ads
2 automations
Automations
Google Forms
2 automations
Automations
Gravity Forms
2 automations
Automations
Calendly
2 automations
Automations
Typeform
2 automations
Automations
Granatum Financeiro
2 automations
Automations
TikTok Ads
2 automations
Automations
Ploomes
2 automations
Automations
Mandrill
1 automations
Automations
Jotform
1 automations
Automations
Stripe
1 automations
Automations
Moskit CRM
1 automations
AutomationsPossibilities with RD Station CRM
Check out the use cases to automate and make the most of integrations with RD Station CRM
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 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'
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 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
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 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
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 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
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
Didn't find your use case? Send suggestion.
Create automations with RD Station CRM
and say goodbye to manual (and tedious) tasks!
By connecting RD Station CRM to the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. How to automate RD Station CRM with Pluga?
Pluga allows you to create automations between RD Station CRM and various other apps in a simple, practical way without needing to write a single line of code. See the steps to automate your tasks and start focusing on what really matters.

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.
Visit RD Station CRM