Connect Whapi with RD Station CRM

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

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Automate Whapi and RD Station CRM
with Pluga integrations

Whapi and RD Station CRM
your way

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

Trigger
Whapi

New message received

New message received in Whapi

Message ID

Sender phone

Sender name

Chat ID

Text body

Message type

Timestamp

URL to download the audio message

Trigger
RD Station CRM

Deal marked as won

For each deal marked as sale on RD Station CRM

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

Trigger
RD Station CRM

Created deal

For each deal created on RD Station CRM

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

Trigger
RD Station CRM

For every task created

For each task created on RD Station CRM

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

Trigger
RD Station CRM

Lost deal

For each closed deal lost on RD Station CRM

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

Trigger
RD Station CRM

Created contact

For each created contact on RD Station CRM

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

Action
Whapi

Send text message

Send text message in Whapi

Recipient's phone Required

Message Required

Action
RD Station CRM

Create or update deal (single item)

create/update a deal on RD Station CRM

Distribute new deals

Select sellers

User email

User name

Deal owner update logic

Team that will receive deals

Deal name Required

Deal Owner

Deal Qualification

Source selection mode

Source Name

Source Name

Campaign selection mode

Name of the Campaign/Marketing Action

Campaign Name

Deal forecast date

Deal Status

Deal loss reason

Contact name

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company/Customer Name

Company Owner

Update organization 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

Premium Action
RD Station CRM

Search contacts

Search Contact on RD Station CRM

Search field

Search term

Result limit

No contacts found?

Action
RD Station CRM

Mark deal as won

Mark a deal as won in RD Station CRM.

Deal ID Required

Note

Action
RD Station CRM

Create or update company

create or update a company on RD Station CRM

Company Name Required

Company responsible user Required

Update organization owner

Company URL

Company Summary

Action
RD Station CRM

Create or update deal (multiple items)

create or update a deal in RD Station CRM

Distribute new deals

Select sellers

User email

User name

Deal owner update logic

Team that will receive deals

Deal Name Required

Deal owner

Deal Qualification

Source selection mode

Source Name

Source Name

Campaign selection mode

Name of the Campaign/Marketing Action

Campaign Name

Deal forecast date

Deal Status

Deal loss reason

Contact name

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company/Customer Name

Organization owner

Update 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

Product: Discount Type

Products

Products

Premium Action
RD Station CRM

Search Organizations

Search Organizations on RD Station CRM

Search field

Search term

Result limit

No company found?

Action
RD Station CRM

Criar tarefa

Create task in RD Station CRM

Deal ID Required

Task type Required

Subject Required

Date and time Required

Assignee

Action
RD Station CRM

Create or update contact

create or update a contact on RD Station CRM

Contact name Required

Contact Position

Contact e-mail

Contact phone

Contact Birthday

Company Name

Organization Owner ID

Update organization owner

Company URL

Company Resume

Premium Action
RD Station CRM

Search deals

Search deals on RD Station CRM

Search field

Search term

Result limit

No deals found?

Action
RD Station CRM

Get deal by ID or Email

Get deal by ID or Email on RD Station CRM

ID or Email Required

How it works

How the Whapi and RD Station CRM integration works

1. Trigger Whapi New message received
2. Action RD Station CRM Create or update company, Create or update contact, Create or update deal (single item), Create or update deal (multiple items)
1. Trigger RD Station CRM Created deal, Lost deal, Deal marked as won, For every task created
2. Action Whapi Send text message

Trusted by over 10.000 amazing companies

Whapi

Whapi

Chatbot

Connect Whapi to 131+ apps with Pluga and turn your work into a productive machine. Log every new contact, send conversation content to your CRM, your spreadsheets or your AI Agent, and fire automatic replies at the right moment.

Integrations with Whapi See more integrations with Chatbot Visit Whapi
RD Station CRM

RD Station CRM

CRM

Connect RD Station CRM 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.

Integrations with RD Station CRM See more integrations with CRM Visit RD Station CRM

Frequently Asked Questions

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