Automations with RD Station CRM
Omie ERP
21 automations
AutomationsBling
19 automations
AutomationsAsaas
17 automations
AutomationsHotmart
16 automations
AutomationsGmail
15 automations
AutomationsGoogle Sheets
14 automations
AutomationsRD Station Marketing
11 automations
Automationsiugu
11 automations
AutomationsPagar.me
10 automations
AutomationsConta Azul
10 automations
AutomationsGoogle Docs
10 automations
AutomationsVindi Recorrência
10 automations
AutomationsNotion
10 automations
AutomationsPipefy
10 automations
AutomationsRamper Marketing
9 automations
AutomationsOlist ERP (Tiny ERP)
9 automations
AutomationsPluga Webhooks
9 automations
AutomationsLoja Integrada
9 automations
AutomationsExcel
8 automations
AutomationsAirtable
8 automations
AutomationsActiveCampaign
8 automations
AutomationsWooCommerce
8 automations
AutomationsTwilio
8 automations
AutomationsMicrosoft Outlook
8 automations
AutomationsEduzz
8 automations
AutomationsAdobe Commerce 2.X (Magento)
8 automations
AutomationsLeadlovers
8 automations
AutomationsTrello
8 automations
AutomationsManychat
7 automations
AutomationsMautic
7 automations
AutomationsMercadoPago
7 automations
AutomationsE-goi
7 automations
AutomationsNibo
7 automations
AutomationsMailchimp
7 automations
AutomationsSuperlógica Assinaturas
6 automations
AutomationsHubSpot
6 automations
AutomationsDiscord
6 automations
AutomationsMicrosoft Teams
6 automations
AutomationsSendGrid
6 automations
AutomationsGoogle Calendar
6 automations
AutomationsWebflow
6 automations
AutomationsMemberKit
6 automations
AutomationsSquarespace
6 automations
Automationsmonday.com
6 automations
AutomationsZapSign
6 automations
AutomationsIntercom
6 automations
AutomationsSlack
6 automations
AutomationsTodoist
5 automations
AutomationsZenvia Canais
5 automations
AutomationsClickUp
5 automations
AutomationsWhatsApp Business Cloud
5 automations
AutomationsG Digital
5 automations
AutomationsGoogle Contacts
5 automations
AutomationsAdobe Commerce 1.X (Magento)
5 automations
AutomationsBlip
5 automations
AutomationsJira Software Cloud
4 automations
AutomationsAsana
4 automations
AutomationsPipedrive
4 automations
AutomationsShopify
4 automations
AutomationsJivoChat
4 automations
AutomationsVindi Pagamentos
4 automations
AutomationsKiwify
3 automations
AutomationsFacebook Lead Ads
3 automations
AutomationsPagBank
3 automations
AutomationsNuvemshop
2 automations
AutomationsZendesk
2 automations
AutomationsGranatum Financeiro
2 automations
AutomationsTypeform
2 automations
AutomationsCalendly
2 automations
AutomationsYampi
2 automations
AutomationsGoogle Forms
2 automations
AutomationsMercado Livre
2 automations
AutomationsLinkedin Lead Ads
2 automations
AutomationsPayPal
2 automations
AutomationsGravity Forms
2 automations
AutomationsGoogle Lead Form
2 automations
AutomationsPloomes
2 automations
AutomationsTikTok Ads
2 automations
AutomationsMandrill
1 automations
AutomationsJotform
1 automations
AutomationsStripe
1 automations
AutomationsMoskit 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 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'
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
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
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
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