Automate RD Station CRM with HubSpot
Unlock the superpowers of RD Station CRM + HubSpot and automate your tasks without having to write a single line of code.
RD Station CRM and HubSpot
your way
Check out the available triggers and actions in the automation of apps RD Station CRM + HubSpot
Created opportunity
For each opportunity created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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 funnelHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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'
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on HubSpotTrigger
Deal name
deal id
Pipeline
Stage
Reason for loss
owner name
Owner's surname
Owner's email
Amount
Description
Type
Comments
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Contact: Life cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Summary of deal-related products
Deal-related product names
Deal-related product SKUs
Prices of deal-related products
Quantities of products related to the deal
Billing frequency for recurring products
Billing period for recurring products
Billing period for recurring products (only numbers)
Billing date for recurring products
Total amount of products related to the deal
Total amount of the discount on products related to the deal
Deal Currency Code
Closing date
Deal last modified date
Contact: Date created
Won deal
For each won deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on HubSpotTrigger
Deal name
deal id
Deal pipeline
Deal stage
Reason for deal loss
Deal owner name
Deal owner's last name
Deal owner email
Deal amount
Deal description
Type of deal
Deal observations
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Contact: Life cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Summary of deal-related products
Deal-related product names
Deal-related product SKUs
Prices of deal-related products
Quantities of products related to the deal
Billing frequency for recurring products
Billing period for recurring products
Total amount of products related to the deal
Total amount of the discount on products related to the deal
Deal Currency Code
Closing date
Deal last modified date
Contact: Date created
Lost opportunity
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 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 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 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
New contact
For each created contact on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New contact
For each created contact on HubSpotTrigger
Is the contact in a workflow?
Study area
School
Contact position
Contact city
Contact Zip Code
Contact email
Contact address
Contact State/Region
Contact country
Life cycle phase
Original source through which a contact found your website
Message that the contact can leave on the form
Contact name
Contact last name
Company Name
Twitter username
Contact's cell phone number
Contact phone number
Contact's WhatsApp phone number
Company annual revenue
Company sector
Contact sex
Contact content association status
Lead status
URL of the contact's company website
Date of first conversion
Name of the event of the first conversion
Date of the recent conversio
Name of the event of the recent conversion
Number of employees
Contact creation date
A contact's start date, automatically synced from the Lead Ads tool
Contact's date of birth
Days to closing
Annual revenue of the primary company associated with the contact
Industry of the primary company associated with the contact
Name of the primary company associated with the contact
Website of the primary company associated with the contact
Created deal
For each created deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each created deal on HubSpotTrigger
Deal: Deal name
Deal: Deal ID
Deal: Pipeline
Deal: Deal stage
Deal: Closing reason lost
Deal: Name of deal owner
Deal: Owner's last name
Deal: Owner's email
Deal: Deal amount
Deal: Description
Deal: Type of deal
Deal: Observations
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Deal: Sales cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Deal: Product Summary
Deal: Product names
Deal: Product SKUs
Deal: Product prices
Deal: Product quantities
Billing frequency for recurring products
Billing period for recurring products
Deal: Total amount of related products
Deal: Total discount amount of related products
Deal: Currency Code
Deal: Closing date
Deal: Last modified date
Contact: Date created
Opportunity marked as sale
For each opportunity marked as sale on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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 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 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
New form submission
For each new form response on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New form submission
For each new form response on HubSpotTrigger
Form name
Date of submission of the response to the form
Lost deal
For each lost deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on HubSpotTrigger
Deal: Deal name
Deal: ID
Deal: Pipeline
Deal: Stage
Deal: Lost reason
Deal: Owner name
Deal: Owner Last name
Deal: Owner email
Deal: Amount
Deal: Description
Deal: Type
Deal: Notes
Contact: E-mail
Contact: Name
Contact: Last name
Contact: Job title
Contact: Telephone
Contact: City
Contact: Address
Contact: Zip code
Contact: State
Contact: Country
Contact: Cellphone
Contact: Message
Contact: Persona
Contact: Owner name
Contact: Owner last name
Contact: Owner email
Contact: Lifecycle stage
Contact: Status
Contact: Source
Company: Domain name
Company: Name
Company: Address
Company: Telephone
Company: Telephone without spaces and special characters
Company: Country
Company: City
Company: State
Company: Zip code
Company: Annual revenue
Company: Description
Company: LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Deal: Related products resume (SKUs, names, price, quantity)
Deal: Related product names
Deal: Related product SKUs
Deal: Related product prices
Deal: Related product quantities
Deal: Billing frequency for recurring products
Deal: Billing period for recurring products
Deal: Total value of related products
Deal: Total discount value of related products
Deal: Currency code
Deal: Close date
Deal: Last modified date
Contact: Create date
Create or update opportunity
create/update an opportunity 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 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 deal
create/update a deal on HubSpotHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on HubSpot
2. A company associated with the deal will be created/updated on HubSpot
3. A contact associated with the deal will be created/updated on HubSpot
4. One or more products associated with the deal will be created/updated on HubSpot
5. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on HubSpot (Round Robin)
All happening in a single automation! ✨
Create or update deal
create/update a deal on HubSpotAction
Distribute new deal
Select sellers
Opportunity owner email
Deal name Required
Contact: Name
Contact: Last name
Contact: Telephone
Contact: Cell phone
WhatsApp Phone Number
Deal: Deal amount
Deal: Description
Deal: Closing date
Type of deal
Contact: Email
Contact: Position
Contact: Message
Contact: Address
Contact: City
Contact: State/Region
Contact: Country
Contact: Status
Contact: Life cycle phase
Company: name
Comments
Company: Company domain name
Company: Sector
Company: Phone number
Company: Type
Company: City
Company: State/Region
Company: Zip Code
Company: Country
Company: Number of employees
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Product: Name of the product related to the deal
Product: Deal-related product SKU
Product: Quantity of the product related to the deal
Product: Price of the product related to the deal
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 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
Didn't find your use case? Send suggestion.
Automate RD Station CRM and HubSpot with Pluga integrations
Explore automation templates
For each opportunity created on RD Station CRM, create/update a contact on HubSpot
EXPLORE When a deal reaches a certain funnel stage on HubSpot, create/update an opportunity on RD Station CRM
EXPLORE For each new form response on HubSpot, create/update an opportunity on RD Station CRM
EXPLORE For each new form response on HubSpot, create or update a contact on RD Station CRM
EXPLORE For each created deal on HubSpot, create/update an opportunity on RD Station CRM
EXPLORE For each won deal on HubSpot, create/update an opportunity on RD Station CRM
EXPLORE Miss an automation with this apps?
Say to us!Trusted by over 10.000 amazing companies
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.
-
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 RD Station CRM + HubSpot
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. 
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 HubSpot
CRMHubSpot is a software that offers tools for marketing, sales, and customer service. It facilitates marketing automation, customer relationship management (CRM), content creation, and data analysis, promoting customer attraction and engagement.
Integrations with HubSpot Visit HubSpot