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

Unlock the superpowers of RD Station CRM (legado) (Negociação movida para determinada etapa do funil) + Calendly and automate your tasks without having to write a single line of code.

RD Station CRM (legado) (Negociação movida para determinada etapa do funil) and Calendly
your way

Check out the available triggers and actions in the automation of apps RD Station CRM (legado) (Negociação movida para determinada etapa do funil) + Calendly

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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! ✨

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

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'

Calendly-modal-icon

Canceled scheduling

For each canceled scheduling on Calendly

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Calendly-icon

Canceled scheduling

For each canceled scheduling on Calendly

Trigger

Information from Calendly that can be used and sent to other apps.

Cancellation URL

Guest email

Appointment creation date

Guest name

Guest: First name

Guest: Last name

Rescheduling URL

Event status

Time zone

Guest Text Reminder Phone

Start date/time

End date/time

Start date/time (Brasília time)

Start date (Brasília time)

Start time (Brasília time)

Start date/time (according to the payload timezone)

Start date (according to the payload timezone)

Start time (according to the payload timezone)

End date/time (Brasília time)

End date (Brasília time)

End time (Brasília time)

End date/time (according to the payload timezone)

End date (according to the payload timezone)

End time (according to the payload timezone)

Event duration

Event's place

Type of event (in-person or remote)

Event URL

Event type name

Questions and answers

The UTM parameter used to track a campaign

The UTM parameter that identifies the origin (traffic source platform)

The UTM parameter that identifies the input type (e.g. cost per click (CPC), social media, affiliate, or QR code)

UTM Content Tracking Parameter

The UTM parameter used to track keywords

The unique identifier of the Salesforce record

Name of the person who canceled

Reason for cancellation

Calendly-modal-icon

Created scheduling

For each created scheduling on Calendly

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Calendly-icon

Created scheduling

For each created scheduling on Calendly

Trigger

Information from Calendly that can be used and sent to other apps.

Cancellation URL

Guest email

Appointment creation date

Guest name

Guest: First name

Guest: Last name

Rescheduling URL

Event status

Time zone

Guest Text Reminder Phone

Start date/time

End date/time

Start date/time (Brasília time)

Start date (Brasília time)

Start time (Brasília time)

Start date/time (according to the payload timezone)

Start date (according to the payload timezone)

Start time (according to the payload timezone)

End date/time (Brasília time)

End date (Brasília time)

End time (Brasília time)

End date/time (according to the payload timezone)

End date (according to the payload timezone)

End time (according to the payload timezone)

Event duration

Event's place

Type of event (in-person or remote)

Event URL

Event type name

Questions and answers

UTM campaign

UTM source

UTM medium

UTM content

UTM term

The unique identifier of the Salesforce record

Didn't find your use case? Send suggestion.

Automate RD Station CRM (legado) (Negociação movida para determinada etapa do funil) and Calendly
with Pluga integrations

Explore automation templates

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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.

  • 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. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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 (legado) (Negociação movida para determinada etapa do funil) + Calendly
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.

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
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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.

Integrations with RD Station CRM (legado) (Negociação movida para determinada etapa do funil) Visit RD Station CRM (legado) (Negociação movida para determinada etapa do funil)
Calendly-icon

Calendly

Calendar

Calendly is a free meeting scheduling software. Its features include time slot reservations, automation, and the ability to integrate with other calendars, like Google Calendar and Outlook.

Integrations with Calendly Visit Calendly

Frequently Asked Questions

  • With Pluga, you can easily automate RD Station CRM (legado) (Negociação movida para determinada etapa do funil) com Calendly . Just follow these steps:

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

  • By automating RD Station CRM (legado) (Negociação movida para determinada etapa do funil) with Calendly on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between RD Station CRM (legado) (Negociação movida para determinada etapa do funil), Calendly, and even 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 Pluga's pricing page for more details.