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Ready-made templates with RD Station CRM

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

RD Station CRM
Facebook Lead Ads

For each response on a Facebook Lead Ads advertisement, create/update a deal on RD Station CRM

Automate
Google Sheets
RD Station CRM

For each deal created on RD Station CRM, add data to a new row on a Google Sheets spreadsheet

Automate
PREMIUM
RD Station CRM
Webhooks

When Webhooks receives a notification from your tool, create/update a deal on RD Station CRM

Automate
RD Station CRM
Google Sheets

When a new row is added on Google Sheets, create/update a deal on RD Station CRM

Automate
Google Sheets
RD Station CRM

For each deal marked as sale on RD Station CRM, add data to a new row on a Google Sheets spreadsheet

Automate
See all templates with RD Station CRM

All automations with RD Station CRM

Trusted by over 10.000 amazing companies

🏆 Top 3 use cases

How do companies use RD Station CRM?

Popular, smart ways to use RD Station CRM every day

  • When a sale closes, the new customer automatically enters the welcome sequence (email, message, access release), ensuring a smooth start and freeing the sales team for the next opportunity.

  • Every change in the CRM (status, tag, stage) is replicated to marketing tools, spreadsheets and dashboards in real time. Every team works from the same up-to-date information.

  • 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 on Pluga

Triggers and Actions of RD Station CRM

The trigger is the event that starts the flow with RD Station CRM, while the action is the task Pluga performs automatically on that app.

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

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

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

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

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

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

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

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

Premium Action
RD Station CRM

Search Organizations

Search Organizations on RD Station CRM

Search field

Search term

Result limit

No company found?

Action
RD Station CRM

Criar tarefa

Create task in RD Station CRM

Deal ID Required

Task type Required

Subject Required

Date and time Required

Assignee

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

Premium Action
RD Station CRM

Search deals

Search deals on RD Station CRM

Search field

Search term

Result limit

No deals found?

Action
RD Station CRM

Get deal by ID or Email

Get deal by ID or Email on RD Station CRM

ID or Email Required

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

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

Premium Action
RD Station CRM

Search contacts

Search Contact on RD Station CRM

Search field

Search term

Result limit

No contacts found?

Action
RD Station CRM

Mark deal as won

Mark a deal as won in RD Station CRM.

Deal ID Required

Note

How it works

How to integrate with RD Station CRM

1. Trigger Source app When something happens…
2. Intermediate action RD Station CRM Create or update company, Create or update contact, Create or update deal (single item), Create or update deal (multiple items)
3. Action Target app Perform an action…
How to use RD Station CRM on Pluga

Boost RD Station CRM in your workflow

With Pluga, you connect RD Station CRM 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 created on RD Station CRM".

  • Basic 2

    Set the destinations and the actions

    Select the apps that make up the flow with RD Station CRM 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

RD Station CRM

CRM

Connect RD Station CRM to 133+ 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

Frequently Asked Questions

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

  • On every response to a Facebook Lead Ads ad, Pluga creates (or updates) an opportunity in RD Station CRM within 15 minutes. You can distribute by sales rep, set the funnel stage and map custom fields.

  • You build an automation where every new spreadsheet row becomes an opportunity in RD Station CRM. Useful for teams working with prospecting lists, event imports or manual entries.

  • Yes. RD Station CRM connects to Asaas, Bling, Hotmart, Eduzz, WooCommerce, Google Forms, Typeform and others. On every new order, paid charge or form response, an opportunity is created or updated in the CRM.

  • You can set up an automation where every new opportunity in a specific RD Station CRM stage creates a matching Google Calendar event, or the other way around: meetings booked in the Calendar become activities in the CRM.

  • No, they coexist. The native integration between RD Marketing and RD Station CRM keeps working. Pluga comes in to connect RD Station CRM to the rest of your stack, widening what you can do without depending on the dev team.

  • In Pluga automations you choose whether opportunities are assigned to a specific rep, distributed among everyone or within a group. The rotation happens on every new entry, with no manual work.

  • No. Pluga works with any RD Station CRM plan that has the API enabled. If you use the free RD Station CRM plan, the Pluga integration works as usual.