Possibilities with RD Station CRM (legado) (Negociação movida para determinada etapa do funil)

Check out the use cases to automate and make the most of integrations with RD Station CRM (legado) (Negociação movida para determinada etapa do funil)

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Deal moved to specific stage in pipeline

For each deal moved to a certain stage in the RD Station CRM funnel

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

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Deal moved to specific stage in pipeline

For each deal moved to a certain stage in the RD Station CRM funnel

Trigger

Information from RD Station CRM (legado) (Negociação movida para determinada etapa do funil) that can be used and sent to other apps.

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'

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Create automations with RD Station CRM (legado) (Negociação movida para determinada etapa do funil)
and say goodbye to manual (and tedious) tasks!

By connecting RD Station CRM (legado) (Negociação movida para determinada etapa do funil) to the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

How to automate RD Station CRM (legado) (Negociação movida para determinada etapa do funil) with Pluga?

Pluga allows you to create automations between RD Station CRM (legado) (Negociação movida para determinada etapa do funil) 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.

  • Trigger and source app of the automation

    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. Based on this choice, you can define what will happen in the destination app of your automation.

  • Action and destination app of the automation

    What is an action within an automation with RD Station CRM (legado) (Negociação movida para determinada etapa do funil)?

    An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.

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RD Station CRM (legado) (Negociação movida para determinada etapa do funil)

CRM

RD 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 (legado) (Negociação movida para determinada etapa do funil)

Frequently Asked Questions

  • With Pluga, you can connect the app RD Station CRM (legado) (Negociação movida para determinada etapa do funil) with over 100 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.

  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between RD Station CRM (legado) (Negociação movida para determinada etapa do funil) and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between RD Station CRM (legado) (Negociação movida para determinada etapa do funil) and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between RD Station CRM (legado) (Negociação movida para determinada etapa do funil) and other apps without any technical knowledge required.

  • Automating RD Station CRM (legado) (Negociação movida para determinada etapa do funil) with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by RD Station CRM (legado) (Negociação movida para determinada etapa do funil). Generally, Pluga accesses the documentation provided by RD Station CRM (legado) (Negociação movida para determinada etapa do funil) and independently develops the available integrations. Any mentions of Pluga on the RD Station CRM (legado) (Negociação movida para determinada etapa do funil) website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.