Automations with RD Station CRM
Hotmart
16 automations
Automations
Bling
16 automations
Automations
Google Sheets
15 automations
Automations
Asaas
14 automations
Automations
Omie ERP
14 automations
Automations
Gmail
13 automations
Automations
Loja Integrada
9 automations
Automations
Pagar.me
9 automations
Automations
iugu
9 automations
Automations
Notion
9 automations
Automations
Conta Azul
9 automations
Automations
RD Station Marketing
9 automations
Automations
Ramper Marketing
8 automations
Automations
Adobe Commerce 2.X (Magento)
8 automations
Automations
Vindi Recorrência
8 automations
Automations
Google Docs
8 automations
Automations
Webhooks
8 automations
Automations
WooCommerce
8 automations
Automations
Pipefy
8 automations
Automations
Olist
7 automations
Automations
Airtable
7 automations
Automations
Mercado Pago
7 automations
Automations
Leadlovers
7 automations
Automations
Microsoft Outlook
7 automations
Automations
Trello
7 automations
Automations
Excel
7 automations
Automations
ActiveCampaign
7 automations
Automations
Webflow
6 automations
Automations
E-goi
6 automations
Automations
Superlógica Assinaturas
6 automations
Automations
HubSpot
6 automations
Automations
Squarespace
6 automations
Automations
Mautic
6 automations
Automations
Mailchimp
6 automations
Automations
Kiwify
6 automations
Automations
Eduzz
6 automations
Automations
Manychat
6 automations
Automations
Twilio
6 automations
Automations
Intercom
5 automations
Automations
Google Calendar
5 automations
Automations
Slack
5 automations
Automations
Adobe Commerce 1.X (Magento)
5 automations
Automations
MemberKit
5 automations
Automations
Microsoft Teams
5 automations
Automations
monday.com
5 automations
Automations
Discord
5 automations
Automations
SendGrid
5 automations
Automations
MCP
4 automations
Automations
ClickUp
4 automations
Automations
Shopify
4 automations
Automations
JivoChat
4 automations
Automations
Nibo
4 automations
Automations
Telegram Bot
4 automations
Automations
Vindi Pagamentos
4 automations
Automations
Facebook Custom Audiences
4 automations
Automations
Jira Software Cloud
4 automations
Automations
Blip
4 automations
Automations
WhatsApp Business API
4 automations
Automations
ZapSign
4 automations
Automations
Zenvia Canais
4 automations
Automations
Todoist
4 automations
Automations
G Digital
4 automations
Automations
Google Contacts
4 automations
Automations
Yampi
3 automations
Automations
Tally
3 automations
Automations
Nuvemshop (Tiendanube)
3 automations
Automations
Pipedrive
3 automations
Automations
Asana
3 automations
Automations
PagBank
3 automations
Automations
Facebook Lead Ads
3 automations
Automations
Bitrix24
2 automations
Automations
Zendesk
2 automations
Automations
Mercado Livre
2 automations
Automations
Typeform
2 automations
Automations
Calendly
2 automations
Automations
Google Forms
2 automations
Automations
Linkedin Lead Ads
2 automations
Automations
Gravity Forms
2 automations
Automations
TikTok Ads
2 automations
Automations
PayPal
2 automations
Automations
Google Lead Form
2 automations
Automations
Jotform
1 automations
Automations
Mandrill
1 automations
Automations
Ploomes
1 automations
Automations
Granatum Financeiro
1 automations
Automations
Stripe
1 automations
Automations
Moskit CRM
1 automations
AutomationsPossibilities with RD Station CRM
Check out the use cases to automate and make the most of integrations with RD Station CRM
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
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
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
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
Contact name Required
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
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
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
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
Contact name Required
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
Didn't find your use case? Send suggestion.
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Create automations with RD Station CRM
and say goodbye to manual (and tedious) tasks!
By connecting RD Station CRM to the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
How to automate RD Station CRM with Pluga?
Pluga allows you to create automations between RD Station CRM and various other apps in a simple, practical way without needing to write a single line of code. See 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. Based on this choice, you can define what will happen in the destination app of your automation.
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What is an action within an automation with RD Station CRM?
An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.
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How does information mapping work?
Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.
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Is it possible to have more than one action?
Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.
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.
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