Automate RD Station Marketing with Meets
Unlock the superpowers of RD Station Marketing + Meets and automate your tasks without having to write a single line of code.
RD Station Marketing and Meets
your way
Check out the available triggers and actions in the automation of apps RD Station Marketing + Meets
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)
lead source - channel (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)
lead source - channel (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)
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
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 opportunity
For each lost opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost opportunity
For each lost opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Won opportunity
For each conquered opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won opportunity
For each conquered opportunity on MeetsTrigger
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created opportunity
For each created opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
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 or update lead
include or update the lead on RD Station MarketingHow it works:
Whenever something happens on the source app
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
UTM medium
UTM source
Amount spent
UTM campaign
UTM terms
Add or update opportunity
register an opportunity on MeetsHow it works:
Whenever something happens on the source app
1. An deal will be added/updated on Meets
2. A person associated with this deal will be created/updated on Meets
All happening in a single automation! ✨
Add or update opportunity
register an opportunity on MeetsAction
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin
City
State
Didn't find your use case? Send suggestion.
Automate RD Station Marketing and Meets with Pluga integrations
Explore automation templates
When the lead reaches a certain step in the RD Station Marketing automation flow, register an opportunity on Meets
EXPLORE For each created opportunity on Meets, include or update the lead on RD Station Marketing
EXPLORE For each conquered opportunity on Meets, include or update the lead on RD Station Marketing
EXPLORE For each lost opportunity on Meets, include or update the lead on RD Station Marketing
EXPLORE When an opportunity reaches a certain funnel stage on Meets, include or update the lead on RD Station Marketing
EXPLORE When a lead is marked as an opportunity on RD Station Marketing, register an opportunity on Meets
EXPLORE Miss an automation with this apps?
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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.
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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 Marketing + Meets
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 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 Meets
CRMMeets is a CRM platform designed to simplify and streamline contact management. The app allows you to visualize your entire sales process, tracking the right activities to be performed.
Integrations with Meets Visit Meets