All automations with RD Station CRM

Possibilities with RD Station CRM

Check out the use cases to automate and make the most of integrations with RD Station CRM

RD Station CRM

Created deal

For each deal created on RD Station CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
RD Station CRM

Created deal

For each deal created on RD Station CRM

Deal products

Deal's ID

Deal's Name

Status

Responsible User Email

Pipeline ID

Sales pipeline

Stage ID

Sales pipeline stage

Responsible ID

Responsible User

Contact name

Contact Position

Contact Email

Contact Phone

Contact's Birthday

Unique amount

Recurrence Value (monthly)

Total Value

Created At

Updated At

Closed At

Expected close date

Rating

Source Name

Campaign Name

Company ID

Company Name

Company URL

Company's adress

Company segments (comma separated)

Seller team names (separated by comma)

Company user id number

Company username

Deal tasks (separated by commas and line breaks)

Deal notes (separated by commas and line breaks)

Last deal note

Product names (separated by commas)

Descrições dos produtos (separados por vírgula)

Product IDs (separated by commas)

Product quantities (separated by comma)

Full discount on products

Product prices (separated by comma)

Product Totals

Product Names, Descriptions, Quantities and Prices (separated by comma)

Net Total Products

RD Station CRM

For every task created

For each task created on RD Station CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
RD Station CRM

For every task created

For each task created on RD Station CRM

Task's ID

Task's Type

Task's Subject

Task's Notes

Task's Status

Completion Date

Due Date

Deal's ID

Creator ID

Created At

Updated At

Owner ID

Responsible Name

Responsible Email

Deal ID

Task-related deal name

Total deal amount related to the task

Pipeline Name

Task-related deal pipeline stage name

Company Name

Company Website

Contact Name

Contact Email

Contact Phone

Contact Title

RD Station CRM

Lost deal

For each closed deal lost on RD Station CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
RD Station CRM

Lost deal

For each closed deal lost on RD Station CRM

Deal products

Deal's ID

Deal's Name

Status

Responsible user email

Pipeline ID

Sales pipeline

Stage ID

Sales pipeline stage

Responsible ID

Responsible User

Contact name

Contact Position

Contact Email

Contact Phone

Contact's Birthday

Unique amount

Recurrence Value (monthly)

Total Value

Created At

Updated At

Closed At

Expected close date

Rating

Source Name

Campaign Name

Company ID

Company Name

Company URL

Company's adress

Company segments (comma separated)

Seller team names (separated by comma)

Company user id number

Company username

Deal tasks (separated by commas and line breaks)

Deal notes (separated by commas and line breaks)

Last deal note

Product names (separated by commas)

Descrições dos produtos (separados por vírgula)

Product IDs (separated by commas)

Product quantities (separated by comma)

Full discount on products

Product prices (separated by comma)

Product Totals

Product Names, Descriptions, Quantities and Prices (separated by comma)

Net Total Products

Lost Reason

RD Station CRM

Created contact

For each created contact on RD Station CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
RD Station CRM

Created contact

For each created contact on RD Station CRM

Contact's ID

Contact's Name

Contact position

Contact's birthday

Primary Email

First contact phone number

Contact emails (separated by comma)

Contact phone numbers (separated by comma)

Facebook (Username)

LinkedIn (Username)

Company Name

Company Website

Company Description

Company Owner Name

Company Followers

Created At

Updated At

RD Station CRM

Deal marked as won

For each deal marked as sale on RD Station CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
RD Station CRM

Deal marked as won

For each deal marked as sale on RD Station CRM

Deal products

Deal's ID

Deal's Name

Status

Responsible user email

Pipeline ID

Sales pipeline

Stage ID

Sales pipeline stage

Responsible ID

Responsible User

Contact name

Contact Position

Contact Email

Contact Phone

Contact's Birthday

Unique amount

Recurrence Value (monthly)

Total Value

Created At

Updated At

Closed At

Expected close date

Rating

Source Name

Campaign Name

Company ID

Company Name

Company URL

Company's adress

Company segments (comma separated)

Seller team names (separated by comma)

Company user id number

Company username

Deal tasks (separated by commas and line breaks)

Deal notes (separated by commas and line breaks)

Last deal note

Product names (separated by commas)

Descrições dos produtos (separados por vírgula)

Product IDs (separated by commas)

Product quantities (separated by comma)

Full discount on products

Product prices (separated by comma)

Product Totals

Product Names, Descriptions, Quantities and Prices (separated by comma)

Net Total Products

RD Station CRM

Create or update company

create or update a company on RD Station CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
RD Station CRM

Create or update company

create or update a company on RD Station CRM

Company Name Required

Company responsible user Required

Update organization owner

Company URL

Company Summary

RD Station CRM

Create or update deal (multiple items)

create or update a deal in RD Station CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
RD Station CRM

Create or update deal (multiple items)

create or update a deal in RD Station CRM

Distribute new deals

Select sellers

User email

User name

Deal owner update logic

Team that will receive deals

Deal Name Required

Deal owner

Deal Qualification

Source selection mode

Source Name

Source Name

Campaign selection mode

Name of the Campaign/Marketing Action

Campaign Name

Deal forecast date

Deal Status

Deal loss reason

Contact name

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company/Customer Name

Organization owner

Update organization owner

Company website URL

Company Resume

Task's subject

Task's owner

Task's date and time

Task's type

Task's notes

Created by

Deal's note

Product: Discount Type

Products

Products

RD Station CRM

Search Organizations

Search Organizations on RD Station CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Premium Action
RD Station CRM

Search Organizations

Search Organizations on RD Station CRM

Search field

Search term

Result limit

No company found?

RD Station CRM

Create or update contact

create or update a contact on RD Station CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
RD Station CRM

Create or update contact

create or update a contact on RD Station CRM

Contact name Required

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company Name

Organization Owner ID

Update organization owner

Company URL

Company Resume

RD Station CRM

Search deals

Search deals on RD Station CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Premium Action
RD Station CRM

Search deals

Search deals on RD Station CRM

Search field

Search term

Result limit

No deals found?

RD Station CRM

Get deal by ID or Email

Get deal by ID or Email on RD Station CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
RD Station CRM

Get deal by ID or Email

Get deal by ID or Email on RD Station CRM

ID or Email Required

RD Station CRM

Create or update deal (single item)

create/update a deal on RD Station CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
RD Station CRM

Create or update deal (single item)

create/update a deal on RD Station CRM

Distribute new deals

Select sellers

User email

User name

Deal owner update logic

Team that will receive deals

Deal name Required

Deal Owner

Deal Qualification

Source selection mode

Source Name

Source Name

Campaign selection mode

Name of the Campaign/Marketing Action

Campaign Name

Deal forecast date

Deal Status

Deal loss reason

Contact name

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company/Customer Name

Company Owner

Update organization owner

Company website URL

Company Resume

Product/Service Name

Product/service description

Product/Service Price

Product/Service Quantity

Product discount type

Product discount

Task's subject

Task's owner

Task's date and time

Task's type

Task's notes

Created by

Deal Note

RD Station CRM

Search contacts

Search Contact on RD Station CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Premium Action
RD Station CRM

Search contacts

Search Contact on RD Station CRM

Search field

Search term

Result limit

No contacts found?

Trusted by over 10.000 amazing companies

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.

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 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.

  • 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?

    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.

RD Station CRM

RD Station CRM

CRM

Whether it's just for you or for a sales team, RD Station CRM (formerly PlugCRM) is intuitive and easy to use. In just a few hours, you and your sales team will be experts in the app, all without the need for long training sessions or implementation support.

Visit RD Station CRM

Frequently Asked Questions

  • With Pluga, you can connect the app RD Station CRM with over 130 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 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 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 and other apps without any technical knowledge required.

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