RD Station CRM integrations

RD Station CRM facilitates the work of the entire sales team. With it, you have visibility and control over your processes, and gain productivity to increase sales.

CATEGORIES
CRM systems

How to create the RD Station CRM integration

Connect RD Station CRM to Albato
All Available Triggers and Actions...
Discover 600+ Integration-Ready Apps
All Available Triggers and Actions...
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    Step 1: Connect RD Station CRM to Albato

    The authorization process for RD Station CRM in Albato is fast and secure. Just a few clicks and your application is connected to Albato.
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    Step 2: Choose one of 500+ applications to integrate with RD Station CRM

    Pick the application you want to use as a trigger for automation in Albato. A trigger is an event that initiates your automation.
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    Step 3: Define the application and action after trigger activation

    Specify the application and the action that should take place after the trigger is activated. You can choose any number of actions – from sending a notification to creating a new record in a database.
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    Step 4: Configure the data transfer between applications

    Select the data that will be transferred from one application to another during the integration. You can adjust these parameters to suit your needs. That's it! Now you have more time to work on other important tasks.
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Triggers and actions available for RD Station CRM integration
triggers 3
New deal created
New deal created
Deal status changed
Deal status changed
Get done tasks list
Get done tasks list
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Add Trigger
Add trigger to our construction app
actions 7
Create contact
Create contact
Create deal
Create deal
Create company/customer
Create company/customer
Search company/customer
Search company/customer

Frequently asked questions

What RD Station CRM triggers are available for integration?

Initial event: New deal created, Deal status changed, Get done tasks list

What RD Station CRM actions are available for integration?

Target actions: Create contact, Create deal, Create company/customer, Search company/customer, Update contact, Search contact, Update deal

How many apps are available for integration?

18 apps are available for integration with RD Station CRM

How is the integration done?

Data transfer from RD Station CRM is done via API.

How to activate a plan?

We offer you a 7-day free trial to set up the required integrations and test the platform. Our managers will help you set up your integrations in no time. Once the setup is done, you will be able to understand how many accounts and transactions you need.

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