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Got It!
Connecting RD Station to Albato




After connecting you will be able to download data from RD Station per event:

  • New lead conversion
  • Lead is marked as opportunity

You can also send data to RD Station by creating leads and adding attributes to them at the right time. The following actions are available:

  • Create "Chat started" event
  • Create "Chat finished" event
  • Find lead
  • Update lead
  • Create conversion event
  • Create "Mark Opportunity" event
  • Create "Mark Opportunity Won" event
  • Create "Mark Opportunity Lost" event
  • Create/update contact

As an example, you can send leads from Facebook after filling out the form and create a new conversion event in RD Station. Then, at the right time, this lead is given a marker of a won or lost event, for example, based on the movement of the transaction on the lead in CRM systems.

To create a connection, open the "Connected apps" tab and select RD Station service from the drop-down menu:
In the window that opens, click «Add credentials»:
Enter the connection name and click «Save»:
Click on the link:
In the window that opens, enter your username and password from the RD Station personal account and click «Entrar». If you already have an active session in the browser, the login will be performed automatically, you will only need to select the domain:
Select the domain you need and click "Continuar":
On the window granting access to the Albato app, click "Conectar"
If everything is done correctly, you will see the following window:
Done! The connection is created, you can now create bundles with RD Station.