Connect RD Station Marketing with RD Station CRM (legado)
Connect RD Station Marketing with RD Station CRM (legado) to scale and automate your operations.
Explore automation templates
Automate RD Station Marketing and RD Station CRM (legado) with Pluga integrations
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"
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RD Station Marketing and RD Station CRM (legado)
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Check out the available triggers and actions in the automation of apps RD Station Marketing + RD Station CRM (legado)
Lead update
When the lead reaches a certain step in the RD Station Marketing automation flow
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)
Lead marked as opportunity
When a lead is marked as an opportunity on RD Station Marketing
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
Deal moved to specific stage in pipeline
For each deal moved to a certain stage in the RD Station CRM funnel
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'
Change lead status to customer
change the lead status to "customer" on RD Station Marketing
Email Required
Opportunity Required
Event name Required
Create sale for lead
Sale value
Search leads
Search leads in RD Station Marketing
Search Term
Result limit
No leads found?
Create or update lead
include or update the lead on RD Station Marketing
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
Add or remove lead tag
Add or remove leag tag in RD Station Marketing
Action Required
Lead email Required
Tag Required
Get lead by ID or email
Get a lead in RD Station Marketing
ID or Email Required
Boost this flow in your workflow
With Pluga, you connect RD Station Marketing + RD Station CRM (legado) 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 moved to a certain stage in the RD Station CRM funnel".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with RD Station Marketing and what Pluga should run automatically at each step. Example: "Search leads in RD Station Marketing"
- 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
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
RD Station Marketing
MarketingConnect RD Station Marketing to 131+ apps with Pluga and turn your work into a productive machine. Capture leads from all your channels, place each contact in the flow that makes sense for them and keep your database status always current, automatically.
RD Station CRM (legado)
CRMConnect RD Station CRM (legado) to 131+ 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.
