Connect RD Station CRM with Agendor
Unlock the superpowers of RD Station CRM + Agendor and automate your tasks without having to write a single line of code.
RD Station CRM and Agendor
your way
Check out the available triggers and actions in the automation of apps RD Station CRM + Agendor
Created deal
For each deal created on RD Station CRMTrigger
Deal products
Deal's ID
Deal Name
Responsible User
Responsible User Email
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 commas)
Product descriptions (comma separated)
Product IDs (separated by commas)
Product quantities (separated by comma)
Product prices (separated by comma)
Valores totais dos produtos após descontos (separados por vírgula)
Product Names, Descriptions, Quantities and Prices (separated by comma)
Total Gross Products
Total líquido dos produtos
Total Discount
Unique amount
Recurring amount
Total amount
Qualification
Deal Win
Paused Deal
Creation date
Closing date
Closing Forecast
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'
Deal moved to specific stage in pipeline
For each deal moved to a certain stage in the RD Station CRM funnelTrigger
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'
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on AgendorTrigger
Deal products
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Nome do autor
Total amount
Start date
Date of the conclusion
Description
Nome do responsável pelo negócio
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Desconto total dos produtos do negócio
Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Created company
For each created company on AgendorTrigger
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: lead source
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company (name - email)
Company: people from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Lost deal
For each closed deal lost on RD Station CRMTrigger
Deal products
Deal's ID
Deal Name
Responsible user
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
Organization 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 commas)
Product descriptions (comma separated)
Product IDs (separated by commas)
Product quantities (separated by comma)
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
Deal Win
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'
For every task created
For each task created on RD Station CRMTrigger
Task ID
Task type
Task subject
Task-related deal name
Task-related deal pipeline stage name
Task-related deal creation date
Total deal amount related to the task
Task date and time
Task's date and time (BR timezone)
Task date
Task time
Task notes
Task completion date
Name of the company related to the task
Address of the company related to the task
Names of contacts related to the task (separated by commas)
Job titles of contacts related to the task, separated by commas
Emails from contacts related to the task, separated by a comma and vertical bar
Contact emails related to the task, separated by commas
Telephone numbers of contacts related to the task, separated by commas
Names, positions, emails and telephone numbers of contacts related to the task, separated by commas
Name of users related to the task
Email of users related to the task
Task completion status
Won deal
For each won deal on AgendorTrigger
Earning date
Deal products
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Nome do autor
Total amount
Start date
Completion/earning date
Description
Nome do responsável pelo negócio
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Desconto total dos produtos do negócio
Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Pessoa vinculada à empresa: Id
Pessoa vinculada à empresa: Nome
Pessoa vinculada à empresa: E-mail
Pessoa vinculada à empresa: Cpf
Pessoa vinculada à empresa: Cargo
Pessoa vinculada à empresa: Ranking
Pessoa vinculada à empresa: Descrição
Pessoa vinculada à empresa: Data de aniversário
Pessoa vinculada à empresa: Data de aniversário completa no formato 'Dia/mês/ano'
Pessoa vinculada à empresa: Data de aniversário completa no formato 'ano-mês-dia'
Pessoa vinculada à empresa: Categoria
Pessoa vinculada à empresa: Origem
Pessoa vinculada à empresa: Responsável
Pessoa vinculada à empresa: De qual empresa?
Pessoa vinculada à empresa: Telefone
Pessoa vinculada à empresa: Celular
Pessoa vinculada à empresa: Fax
Pessoa vinculada à empresa: Ramal
Pessoa vinculada à empresa: Radio
Pessoa vinculada à empresa: Whatsapp
Pessoa vinculada à empresa: Facebook
Pessoa vinculada à empresa: Twitter
Pessoa vinculada à empresa: Linkedin
Pessoa vinculada à empresa: Skype
Pessoa vinculada à empresa: Instagram
Pessoa vinculada à empresa: Produtos e serviços relacionados
Pessoa vinculada à empresa: País
Pessoa vinculada à empresa: Bairro
Pessoa vinculada à empresa: Rua
Pessoa vinculada à empresa: Nº da rua
Pessoa vinculada à empresa: Complemento
Pessoa vinculada à empresa: Cep
Pessoa vinculada à empresa: Estado
Pessoa vinculada à empresa: Cidade
Created task
When a task is created on AgendorTrigger
Task: ID
Task: Creator
Task: Title
Task: Due date in format (DD/MM/YYYY - H:M:S)
Task: Due date in format (DD/MM/YYYY)
Task: Due date in format (H:M:S)
Task: Creation date and time
Task: Assigned Users
Deal: Associated metrics
Task: Type
Deal: Status
Deal: Stage
Deal: Ranking
Deal: Registration date and time
Deal: Registration date (formatted in YYYY-MM-DD)
Deal: Registration date (formatted in DD/MM/YY)
Deal: Title
Deal: Responsible
Deal: Total amount
Deal: Start date
Deal: Completion date
Deal: Description
Deal: Email of the person responsible
Deal: Related products and services
Deal: Products name
Deal: Price of products
Deal: Product categories
Deal: Quantity of each product
Deal: Name and quantity of each product
Deal: Name, price and quantity of each product
Deal: Total quantity of products
Deal: Subtotal of products
Deal: Name, category and quantity of each product
Person: ID
Person: Name
Person: Email
Person: CPF
Person: Position
Person: Ranking
Person: Description
Person: Birthday date
Person: Full birthday 'Day/month/year'
Person: Birthday date in 'year-month-day' format
Person: Category
Person: Origin
Person: Responsible
Person: Company
Person: Phone
Person: Cell phone
Person: Fax
Person: Extension
Person: Radio
Person: Whatsapp
Person: Facebook
Person: Twitter
Person: Linkedin
Person: Skype
Person: Instagram
Person: Related products and services
Person: Country
Person: Neighborhood
Person: Street
Person: Address number
Person: Complement address
Person: Zip Code
Person: State
Person: City
Company: ID
Company: Name
Company: Corporate name
Company: Email
Company: CNPJ
Company: Website
Company: Ranking
Company: Description
Company: Category
Company: Origin
Company: Responsible
Company: Sector
Company: Telephone
Company: Cellular
Company: Fax
Company: Ramal
Company: Radio
Company: Whatsapp
Company: Facebook
Company: Twitter
Company: Linkedin
Company: Skype
Company: Instagram
Company: Related products and services
Company: Country
Company: Neighborhood
Company: Rua
Company: Address number
Company: Address complement
Company: Zip Code
Company: State
Company: City
Company: Related people (name and email)
Company: Related people (name, email, telephone and position)
Company: Name of related people
Company: Email of related people
Company: Telephone number of related people
Company: Position of related people
Deal marked as won
For each deal marked as sale on RD Station CRMTrigger
Deal products
Deal's ID
Deal Name
Responsible User
Responsible User Email
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 comma)
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'
Created contact
For each created contact on RD Station CRMTrigger
Contact ID
Contact name
Contact position
Contact's birthday
Contact Linkedin
Contact-related deals
Contact emails (separated by comma)
Contact phone numbers (separated by comma)
First contact phone number
Organization of contact
Contact organization website
Address of the contact organization
Created person
For each created person on AgendorTrigger
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Company: name
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: People from that company (name - email)
Company: People from that company (name - email - telephone - position)
Company: First name of the people in this company
Company: First email of people from this company
Company: First phone number for people from this company
Company: First position of people in this company
Create or update deal (single item)
create/update a deal on RD Station CRMAction
Distribute new deals
Select sellers
Team that will receive deals
Email of the Responsible
Responsável
Deal owner update logic
Deal name Required
Deal forecast date
Deal Qualification
Deal status
Deal loss reason
Company/Customer Name
Company website URL
Contact name Required
Contact Phone
Contact Email
Contact Position
Source Name
Name of the Campaign/Marketing Action
Product/Service Name
Product/service description
Product/Service Price
Product/Service Quantity
Product discount type
Product discount
Contact birthday
Task Subject
Task date
Task time
Task type
Assignment Notes
Deal Note
Create or update deal (multiple items)
create or update a deal in RD Station CRMAction
Distribute new deals
Sales representatives who will receive deals
Team that will receive the deals
Deal owner's email
Responsável
Deal owner update logic
Deal Name Required
Deal prediction date
Deal rating
Deal Status
Deal loss reason
Company name
Company website URL
Contact Name Required
Contact phone
Contact e-mail
Contact Title
Deal source
Campaign Name
Contact birthday
Task's subject
task's date
Task time
Task type
Task's notes
Deal's note
Product/Service Name
Product/Service Name
Create or update contact
create or update a contact on RD Station CRMAction
Contact name Required
Contact Email
Contact Phone
Contact Position
Organization Name
Organization URL
Contact's Birthday
Add or update deal
add/update a deal on AgendorAction
Distribute new deal
Select sellers
Email of the Responsible
Deal owner's name
Deal owner update logic
Atualizar negócio baseado em
Title Required
Contact type Required
Deal status
Description
Start date
Date of the conclusion
Ranking
Amount
Deal: product/service
Negócio: valor unitário do produto/serviço
Negócio: quantidade do produto/serviço
Negócio: código do produto/serviço
Negócio: desconto do produto/serviço
Visible to all users?
Update person based on
Person: name
Person: cpf
Person: ranking
Person: description
Person: birthday
Person: email
Person: phone
Person: cell phone
Person: fax
Person: whatsapp
Person: facebook
Person: twitter
Person: instagram
Person: linkedin
Person: skype
Person: cep
Person: country
Person: neighborhood
Person: state
Person: street
Person: street number
Person: complement
Person: city
Person origin selection mode
Person: origin
Pessoa: origem
Person: category
Person: product/service
Company: name
Company: corporate name
Company: cnpj
Company: ranking
Company: description
Company: email
Company: phone
Company: cell phone
Company: fax
Company: whatsapp
Company: facebook
Company: twitter
Company: instagram
Company: linkedin
Company: skype
Company: cep
Company: country
Company: neighborhood
Company: state
Company: street
Company: street number
Company: complement
Company: city
Company: origin
Company: category
Company: sector
Company: product/service
Task title
Person responsible for the created task
Task due date
Task type
Create or update company
create or update a company on RD Station CRMAction
Company Name Required
Company URL
Company Summary
Create deal (multi-items)
Create/update a deal on AgendorAction
Distribuir novos negócios
Selecionar vendedores
Responsável
Deal owner's name
Deal owner update logic
Atualizar negócio baseado em
Título Required
Empresa/Pessoa Required
Status
Descrição
Data de início
Data de conclusão
Ranking
Valor total
Visível por todos os usuários?
Update person based on
Pessoa: nome
Pessoa: cpf
Pessoa: ranking
Pessoa: descrição
Pessoa: data de aniversário
Pessoa: e-mail
Pessoa: telefone
Pessoa: celular
Pessoa: fax
Pessoa: whatsapp
Pessoa: facebook
Pessoa: twitter
Pessoa: instagram
Pessoa: linkedin
Pessoa: skype
Pessoa: cep
Pessoa: país
Pessoa: bairro
Pessoa: estado
Pessoa: rua
Pessoa: nº da rua
Pessoa: complemento
Pessoa: cidade
Person origin selection mode
Pessoa: origem
Pessoa: origem
Pessoa: categoria
Pessoa: produto/serviço
Empresa: nome
Empresa: razão social
Empresa: cnpj
Empresa: ranking
Empresa: descrição
Empresa: e-mail
Empresa: telefone
Empresa: celular
Empresa: fax
Empresa: whatsapp
Empresa: facebook
Empresa: twitter
Empresa: instagram
Empresa: linkedin
Empresa: skype
Empresa: cep
Empresa: país
Empresa: bairro
Empresa: estado
Empresa: rua
Empresa: nº da rua
Empresa: complemento
Empresa: cidade
Empresa: origem
Empresa: categoria
Empresa: setor
Empresa: produto/serviço
Task's title
Person responsible for the created task
Task's due date
Task type
Items
Items
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Automate RD Station CRM and Agendor with Pluga integrations
Explore automation templates
Automatically classify all incoming opportunities in Agendor
Miss an automation with this apps?
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.
Automate RD Station CRM + Agendor
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. RD Station CRM
CRMRD 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 Visit RD Station CRMAgendor
CRMAgendor is a CRM platform that works as a personal assistant for sales teams, helping salespeople reach their full potential. From planning to post-sales, the app encompasses various features to ensure no opportunity is lost in the pipeline.
Integrations with Agendor Visit Agendor