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Ready-made templates with RD Station CRM (legado)

Pre-configured flows with RD Station CRM (legado), ready to activate in a few clicks.

Bom Controle
RD Station CRM (legado)

For each deal moved to a certain stage in the RD Station CRM funnel, create or update client in Bom Controle

Automate
Ploomes
RD Station CRM (legado)

For each deal moved to a certain stage in the RD Station CRM funnel, create/update a customer on Ploomes

Automate
PREMIUM
Olist
RD Station CRM (legado)

For each deal moved to a certain stage in the RD Station CRM funnel, create a sales order on Olist

Automate
Microsoft Teams
RD Station CRM (legado)

For each deal moved to a certain stage in the RD Station CRM funnel, send a message in a channel of a team on Microsoft Teams

Automate
vhsys
RD Station CRM (legado)

For each deal marked as sale on RD Station CRM, create payable in vhsys

Automate
See all templates with RD Station CRM (legado)

All automations with RD Station CRM (legado)

Trusted by over 10.000 companies

🏆 Top 3 use cases

How do companies use RD Station CRM (legado)?

Popular, smart ways to use RD Station CRM (legado) every day

  • With every new lead in the CRM, a follow-up task is created for the right salesperson, with a deadline and context. Each opportunity gets its list of next steps and follow-up happens on time.

  • Every time a lead arrives through a channel (an ad, a form, a landing page and so on), it is registered automatically in the CRM with its source data. The sales team works from a single, always current database.

  • Emails, meetings and status updates are added on their own to the contact history in the CRM. The team can review the whole negotiation in a few clicks, with the full context in view.

Possibilities with RD Station CRM (legado) on Pluga

Available triggers with RD Station CRM (legado)

The trigger is the event on RD Station CRM (legado) that automatically starts the flow on Pluga, firing one or more actions.

Trigger
RD Station CRM (legado)

Deal moved to specific stage in pipeline

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

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'

How it works

How to integrate with RD Station CRM (legado)

1. Trigger RD Station CRM (legado) Deal moved to specific stage in pipeline
2. Action Target app Perform an action…
How to use RD Station CRM (legado) on Pluga

Boost RD Station CRM (legado) in your workflow

With Pluga, you connect RD Station CRM (legado) to one (or more!) apps to build anything from the simplest integration to the most advanced flows, with several layers of logic.

  • Basic 1

    Pick the source app and the trigger

    Choose which app starts the automation and which event works as the trigger. For example, "For each deal moved to a certain stage in the RD Station CRM funnel".

  • Basic 2

    Set the destinations and the actions

    Select the apps that make up the flow with RD Station CRM (legado) and what Pluga should run automatically at each step.

  • Basic 3

    Map the information

    Point out, visually, which data from the source app should fill in each field of the destination action.

  • Intermediate

    Only move forward when it makes sense

    Set "AND" or "OR" conditions so the automation only runs in the cases that matter

  • Intermediate

    Pause the flow for as long as you need

    Set the automation to wait minutes, hours or days and resume the next action on its own

    Explore
  • Intermediate

    Standardize data across apps

    Adjust dates, numbers and characters to the format the next app expects to receive

    Explore
  • Advanced

    Send data in several directions

    Route each piece of data down the right path within a single flow, according to specific conditions

    Explore
  • Advanced

    Add a code block

    Run JavaScript or Python in the middle of the automation to transform data before the next step

    Explore
  • Advanced

    Create loops

    Take lists of items, go through each row and run the same action for every one of them

    Explore
  • Advanced

    Use generative AI

    Send data to an AI assistant or agent and use the response in the next step

    Explore
  • Advanced

    Connect to (almost) any app

    Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga

    Explore
  • Advanced

    Requests to external APIs

    Query or send data to any external API inside your automation

    Explore
RD Station CRM (legado)

RD Station CRM (legado)

CRM

Connect RD Station CRM (legado) to 136+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.

See more integrations with CRM Visit RD Station CRM (legado)

Frequently Asked Questions

Everything you need to know to get started with RD Station CRM (legado) on Pluga.

  • With Pluga, you can connect the app RD Station CRM (legado) with over 136 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) 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) 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) and other apps without any technical knowledge required.

  • Automating RD Station CRM (legado) 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). Generally, Pluga accesses the documentation provided by RD Station CRM (legado) and independently develops the available integrations. Any mentions of Pluga on the RD Station CRM (legado) website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.