Automations with RD Station CRM
Omie ERP
21 automations
AutomationsBling
20 automations
AutomationsAsaas
17 automations
AutomationsGoogle Sheets
17 automations
AutomationsHotmart
16 automations
AutomationsGmail
15 automations
Automationsiugu
11 automations
AutomationsRD Station Marketing
11 automations
AutomationsConta Azul
10 automations
AutomationsGoogle Docs
10 automations
AutomationsPagar.me
10 automations
AutomationsVindi Recorrência
10 automations
AutomationsNotion
10 automations
AutomationsPipefy
10 automations
AutomationsRamper Marketing
9 automations
AutomationsPluga Webhooks
9 automations
AutomationsLoja Integrada
9 automations
AutomationsOlist ERP (Tiny ERP)
9 automations
AutomationsActiveCampaign
8 automations
AutomationsWooCommerce
8 automations
AutomationsEduzz
8 automations
AutomationsExcel
8 automations
AutomationsAdobe Commerce 2.X (Magento)
8 automations
AutomationsAirtable
8 automations
AutomationsTrello
8 automations
AutomationsMicrosoft Outlook
8 automations
AutomationsLeadlovers
8 automations
AutomationsTwilio
8 automations
AutomationsManychat
7 automations
AutomationsMautic
7 automations
AutomationsE-goi
7 automations
AutomationsNibo
7 automations
AutomationsMercado Pago
7 automations
AutomationsMailchimp
7 automations
AutomationsDiscord
6 automations
AutomationsSendGrid
6 automations
AutomationsWebflow
6 automations
AutomationsSquarespace
6 automations
AutomationsZapSign
6 automations
Automationsmonday.com
6 automations
AutomationsHubSpot
6 automations
AutomationsMicrosoft Teams
6 automations
AutomationsKiwify
6 automations
AutomationsMemberKit
6 automations
AutomationsSuperlógica Assinaturas
6 automations
AutomationsSlack
6 automations
AutomationsIntercom
6 automations
AutomationsGoogle Calendar
6 automations
AutomationsFacebook Custom Audiences
5 automations
AutomationsBlip
5 automations
AutomationsWhatsApp Business Cloud
5 automations
AutomationsAdobe Commerce 1.X (Magento)
5 automations
AutomationsJira Software Cloud
5 automations
AutomationsClickUp
5 automations
AutomationsGoogle Contacts
5 automations
AutomationsG Digital
5 automations
AutomationsZenvia Canais
5 automations
AutomationsTodoist
5 automations
AutomationsConta Azul Financeiro
4 automations
AutomationsJivoChat
4 automations
AutomationsShopify
4 automations
AutomationsPipedrive
4 automations
AutomationsVindi Pagamentos
4 automations
AutomationsAsana
4 automations
AutomationsNuvemshop
3 automations
AutomationsTally
3 automations
AutomationsPagBank
3 automations
AutomationsYampi
3 automations
AutomationsFacebook Lead Ads
3 automations
AutomationsPayPal
2 automations
AutomationsClicksign
2 automations
AutomationsGoogle Lead Form
2 automations
AutomationsZendesk
2 automations
AutomationsMercado Livre
2 automations
AutomationsLinkedin Lead Ads
2 automations
AutomationsGoogle Forms
2 automations
AutomationsGravity Forms
2 automations
AutomationsCalendly
2 automations
AutomationsTypeform
2 automations
AutomationsGranatum Financeiro
2 automations
AutomationsTikTok Ads
2 automations
AutomationsPloomes
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 deal
For each deal created on RD Station CRMTrigger
Deal products
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)
Valores totais dos produtos após descontos (separados por vírgula)
Product Names, Descriptions, Quantities and Prices (separated by comma)
Total Gross Products
Total líquido dos produtos
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 products
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)
Valores totais dos produtos após descontos (separados por vírgula)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Total líquido dos produtos
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 products
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)
Valores totais dos produtos após descontos (separados por vírgula)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Total líquido dos produtos
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 products
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)
Valores totais dos produtos após descontos (separados por vírgula)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Total líquido dos produtos
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
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
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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