Connect RD Station CRM with Pipedrive

Unlock the superpowers of RD Station CRM + Pipedrive and automate your tasks without having to write a single line of code.

RD Station CRM and Pipedrive
your way

Check out the available triggers and actions in the automation of apps RD Station CRM + Pipedrive

RD Station CRM-icon

Created deal

For each deal created on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

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-icon

For every task created

For each task created on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

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

Pipedrive-icon

Won deal

For each won deal on Pipedrive

Trigger

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

Deal products

Deal ID

Deal status

Deal title

Deal value

Expected close date

Currency

Loss reason

Deal notes

Total item count

Deal client ID

Deal client main email

Deal client: Emails separated by comma

Deal client: Name

Deal client: First name

Deal client: Last name

Deal client: Main phone

Deal client: Phones separated by comma

Deal client: Total open deals

Deal client: Total won deals

Deal client: Total lost deals

Organization: ID

Organization: Name

Organization: Full address

Organization: Address number

Organization: Address street

Organization: Address neighborhood

Organization: Address locality

Organization: Address city

Organization: Address state

Organization: Address country

Organization: Address postal code

Organization: Address with Zip Code

Organization: Total open deals

Organization: Total won deals

Organization: Total lost deals

Deal won date in format 'dd/mm/yyyy HH:mm:ss'

Deal lost date in format 'dd/mm/yyyy HH:mm:ss'

Deal creation date in format 'dd/mm/yyyy HH:mm:ss'

Deal update date in format 'dd/mm/yyyy HH:mm:ss'

Stage change date in format 'dd/mm/yyyy HH:mm:ss'

Product names

Total product discounts

Product quantity summary

Product unit price summary

Product total summary

Deal creator ID

Deal creator name

Deal creator email

Deal owner ID

Deal owner name

Deal owner email

stage ID

Stage name

Pipeline ID

Pipeline name

RD Station CRM-icon

Lost deal

For each closed deal lost on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

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-icon

Created contact

For each created contact on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

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-icon

Deal marked as won

For each deal marked as sale on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

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

Pipedrive-icon

Deal reaches pipeline stage

When a deal reaches a certain stage in a pipeline on Pipedrive

Trigger

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

Deal products

Deal ID

Deal status

Deal title

Deal value

Expected close date

Currency

Loss reason

Deal notes

Total item count

Deal client ID

Deal client main email

Deal client: Emails separated by comma

Deal client: Name

Deal client: First name

Deal client: Last name

Deal client: Main phone

Deal client: Phones separated by comma

Deal client: Total open deals

Deal client: Total won deals

Deal client: Total lost deals

Organization: ID

Organization: Name

Organization: Full address

Organization: Address number

Organization: Address street

Organization: Address neighborhood

Organization: Address locality

Organization: Address city

Organization: Address state

Organization: Address country

Organization: Address postal code

Organization: Address with Zip Code

Organization: Total open deals

Organization: Total won deals

Organization: Total lost deals

Deal won date in format 'dd/mm/yyyy HH:mm:ss'

Deal lost date in format 'dd/mm/yyyy HH:mm:ss'

Deal creation date in format 'dd/mm/yyyy HH:mm:ss'

Deal update date in format 'dd/mm/yyyy HH:mm:ss'

Stage change date in format 'dd/mm/yyyy HH:mm:ss'

Product names

Total product discounts

Product quantity summary

Product unit price summary

Product total summary

Deal creator ID

Deal creator name

Deal creator email

Deal owner ID

Deal owner name

Deal owner email

Stage ID

Stage name

Pipeline ID

Pipeline name

RD Station CRM-icon

Create or update company

create or update a company on RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Company Name Required

Company responsible user Required

Company URL

Company Summary

RD Station CRM-icon

Create or update deal (multiple items)

create or update a deal in RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Distribute new deals

Select sellers

User email

User name

Team that will receive deals

Deal Name Required

Deal owner Required

Deal Qualification

Source Name

Name of the Campaign/Marketing Action

Deal forecast date

Contact name Required

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company/Customer Name

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

Products

Products

RD Station CRM-icon

Create or update contact

create or update a contact on RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Contact name Required

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company Name

Organization Owner ID

Company URL

Company Resume

Pipedrive-icon

Buscar negócio

Search deal in Pipedrive

Action

Fields in Pipedrive that can receive information from other apps.

Filter Value Required

RD Station CRM-icon

Create or update deal (single item)

create/update a deal on RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Distribute new deals

Select sellers

User email

User name

Team that will receive deals

Deal name Required

Deal Owner Required

Deal Qualification

Source Name

Name of the Campaign/Marketing Action

Deal forecast date

Contact name Required

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company/Customer Name

Company 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

Pipedrive-icon

Search deals

Search deals in Pipedrive

Action

Fields in Pipedrive that can receive information from other apps.

Search Term Required

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Automate RD Station CRM and Pipedrive
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 + Pipedrive
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
RD Station CRM-icon

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.

Integrations with RD Station CRM Visit RD Station CRM
Pipedrive-icon

Pipedrive

CRM

Pipedrive is a sales management and CRM platform. The app helps businesses of all sizes organize and track the sales process, manage contacts, and close deals.

Integrations with Pipedrive Visit Pipedrive

Frequently Asked Questions

  • With Pluga, you can easily automate RD Station CRM com Pipedrive . 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 with Pipedrive 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, Pipedrive, 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.