Connect RD Station CRM with RD Station Marketing
Unlock the superpowers of RD Station CRM + RD Station Marketing and automate your tasks without having to write a single line of code.
RD Station CRM and RD Station Marketing
your way
Check out the available triggers and actions in the automation of apps RD Station CRM + RD Station Marketing
Created deal
For each deal created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each deal created on RD Station CRMTrigger
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
For every task created
For each task created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
For every task created
For each task created on RD Station CRMTrigger
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
Lead marked as opportunity
When a lead is marked as an opportunity on RD Station MarketingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lead marked as opportunity
When a lead is marked as an opportunity on RD Station MarketingTrigger
Lead: uuid
User: Email
Lead: Linkedin
Lead: Facebook
Lead: Twitter
Lead: Company
Lead: Date the opportunity was marked
Lead: Date the opportunity was marked (date)
Lead: Date the opportunity was marked (time)
Lead: Score
Lead: Source
Lead: Tags (separated by comma)
Lead: Email
Lead: Name
Lead: Phone
Lead: Cellphone
Lead: Role
Lead: Website
Lead: City
Lead: State
Lost deal
For each closed deal lost on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each closed deal lost on RD Station CRMTrigger
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
Created contact
For each created contact on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created contact
For each created contact on RD Station CRMTrigger
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
Deal marked as won
For each deal marked as sale on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal marked as won
For each deal marked as sale on RD Station CRMTrigger
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
Lead update
When the lead reaches a certain step in the RD Station Marketing automation flowHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lead update
When the lead reaches a certain step in the RD Station Marketing automation flowTrigger
lead email
lead name
phone lead
cell phone
cargo
website
city
state
lead id
email user
lead company
public url
created in
Last scheduled opportunity date
Last scheduled opportunity date (date)
Last scheduled opportunity date (time)
Created on (date)
Created at (time)
updated
Updated on (date)
Updated at (time)
It's an opportunity
number of conversions
lead scoring
interest
Lead Internship
Identifier (first conversion)
lead origin - source (first conversion)
lead source - medium (first conversion)
lead source - campaign (first conversion)
User-Agent (first conversion)
twitter lead (first conversion)
Facebook lead (first conversion)
linkedin lead (first conversion)
device (first conversion)
twitter company (first conversion)
facebook company (first conversion)
linkedin company (first conversion)
company size (first conversion)
company address (first conversion)
company id sector (first conversion)
company website (first conversion)
email company (first conversion)
telephone company (first conversion)
url de conversão (primeira conversão)
First Conversion Traffic Source
First conversion (first session) traffic source
First conversion traffic source (current session)
Lead source - traffic medium (first conversion)
Lead source - traffic campaign (first conversion)
Lead source - traffic amount (first conversion)
Identificador de evento (primeira conversão)
Lead origin (last conversion)
Second Conversion Traffic Source (First Session)
Second Conversion Traffic Source (Current Session)
lead source - traffic amount (last conversion)
Telephone (last conversion)
Creation date (last conversion)
seller of last conversion
last conversion identifier
url de conversão (última conversão)
lead origin - source (last conversion)
lead source - medium (last conversion)
lead source - campaign (last conversion)
Creation date in day/month/year format (last conversion)
Creation time (last conversion)
Identificador de evento (última conversão)
Tags (separated by comma)
lead source - utm_medium (first conversion)
lead source - utm_campaign (first conversion)
lead source - utm_term (first conversion)
lead source - utm_content (first conversion)
lead source - utm_source (first conversion)
lead source - utm_medium (last conversion)
lead source - utm_campaign (last conversion)
lead source - utm_term (last conversion)
lead source - utm_content (last conversion)
lead source - utm_source (last conversion)
Create or update company
create or update a company on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update company
create or update a company on RD Station CRMAction
Company Name Required
Company responsible user Required
Company URL
Company Summary
Create or update deal (multiple items)
create or update a deal in RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update deal (multiple items)
create or update a deal in RD Station CRMAction
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
Create or update contact
create or update a contact on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update contact
create or update a contact on RD Station CRMAction
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company Name
Organization Owner ID
Company URL
Company Resume
Change lead status to customer
change the lead status to "customer" on RD Station MarketingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Change lead status to customer
change the lead status to "customer" on RD Station MarketingAction
Email Required
Opportunity Required
Event name Required
Create sale for lead
Sale value
Create or update deal (single item)
create/update a deal on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update deal (single item)
create/update a deal on RD Station CRMAction
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
Create or update lead
include or update the lead on RD Station MarketingHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update lead
include or update the lead on RD Station MarketingAction
Email Required
Event name Required
Name
Office
Telephone
Cell phone
Country
state
City
Web site
Tags
Lead's birthday
Company
Company website
Company size
Company's adress
Create sale for lead
Sale value
UTM medium
UTM source
UTM campaign
UTM terms
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Automate RD Station CRM and RD Station Marketing with Pluga integrations
Explore automation templates
For each deal created on RD Station CRM, include or update the lead on RD Station Marketing
For each deal marked as sale on RD Station CRM, include or update the lead on RD Station Marketing
For each closed deal lost on RD Station CRM, include or update the lead on RD Station Marketing
When the lead reaches a certain step in the RD Station Marketing automation flow, create/update an deal on RD Station CRM
For each deal marked as sale on RD Station CRM, "change the lead status to ""customer"" on RD Station Marketing"
For each deal moved to a certain stage in the RD Station CRM funnel, include or update the lead on RD Station Marketing
For each deal moved to a certain stage in the RD Station CRM funnel, "change the lead status to ""customer"" on RD Station Marketing"
When a lead is marked as an opportunity on RD Station Marketing, create/update an deal on RD Station CRM
When the lead reaches a certain step in the RD Station Marketing automation flow, create or update a contact on RD Station CRM
When a lead is marked as an opportunity on RD Station Marketing, create or update a contact on RD Station CRM
For each created contact on RD Station CRM, include or update the lead on RD Station Marketing
Send the lead back to leads base and log it in a spreadsheet when a deal is lost in the RD Station CRM
Notify a Telegram group/channel and create the deal in RD Station CRM when a lead is marked as an opportunity.
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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.
-
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.
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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.
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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.
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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 + RD Station Marketing
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
CRMWhether 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 RD Station Marketing
MarketingRD Station Marketing is the digital marketing automation product of RD Station. This app allows for campaign creation, lead management, result analysis, and optimization of online marketing strategies.
Integrations with RD Station Marketing Visit RD Station Marketing