Connecting RD Station to Albato

Connecting RD Station to Albato
CRM
·
8/11/2021
·
3 min. read

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.

How to connect RD Station to Albato

Open the Apps tab in the top menu bar. Click the Add a connection button.

2022-08-10_07-27-24.png

Select the service category or use the search bar. Pick the RD Station service.

Снимок экрана 2022-04-25 в 16.24.50.png

Click the Add a connection button and set the name for the connection. The name only affects the convenience of finding the connection in the list. You can set any name to meet your personal needs. Click the Continue button.

Снимок экрана 2022-04-25 в 16.27.09.png

Next, click the Grant Albato access button.

Снимок экрана 2022-04-25 в 16.29.00.png

Select the domain you need and click «Continuar»:

Снимок экрана 2022-04-25 в 16.31.28.png

On the window granting access to the Albato app, click «Conectar»

Снимок экрана 2022-04-25 в 16.57.36.png

If everything is done correctly, you will see the following window:

Снимок экрана 2022-04-25 в 17.02.21.png

Done! The connection is created, you can now create automations with RD Station.


CRM
Sales

Related articles

Show more
How to boost product value for 1,000+ customers with integrations and save 70% on dev costs.
3 min. read

How to boost product value for 1,000+ customers with integrations and save 70% on dev costs.

To expand its market share, LATAM's largest CRM, RD Station, partnered with Albato to deliver powerful native e-commerce integrations and elevate customer experience.

Create conversion events in RD Station for new leads from Facebook Lead Ads
CRM
3 min. read

Create conversion events in RD Station for new leads from Facebook Lead Ads

Let’s look at creating a «Facebook-RD Station» automation. After running it, when filling out the lead form, the new lead will be passed to RD Station, creating a new conversion event in RD Station. You can also set up a similar link with other services, the configuration will be similar. Before creating bundles, connect the …

How Weeztix Scaled Native Integrations for 300+ Event Organizers with Albato Embedded
6 min. read

How Weeztix Scaled Native Integrations for 300+ Event Organizers with Albato Embedded

By embedding Albato, Weeztix made it way easier to integrate and automate workflows for hundreds of their event organizers.

Best Albato Use Cases for Marketing and Sales Automation
8 min. read

Best Albato Use Cases for Marketing and Sales Automation

In this article, you will learn about the best Albato use cases for marketing and sales automation. Learn how to streamline workflows, boost productivity, and drive growth.

How to Automate Contact Migration from Quickbase to Google Contacts Using Albato
7 min. read

How to Automate Contact Migration from Quickbase to Google Contacts Using Albato

With this setup, not only can you transfer your contact database from Quickbase to Google Contacts in bulk, but you can also keep those records updated in real time.

We’re Celebrating a Big Win!
2 min. read

We’re Celebrating a Big Win!

Explore what’s new in Albato: features, apps, and improvements

How to Automate Blog Creation from Google Sheets Using OpenAI
8 min. read

How to Automate Blog Creation from Google Sheets Using OpenAI

With this Solution, every new row in a designated Google Sheet triggers a series of actions to create SEO-friendly blog content, generate images, and notify your team—without writing a single line of code.

Best Workflow Management Software for Teams 2025
11 min. read

Best Workflow Management Software for Teams 2025

In this article, you will learn the top workflow management tools to boost team efficiency. Compare features, pricing, and find the perfect fit for your team.

Why CRM SMS Integration Matters to Your Business
5 min. read

Why CRM SMS Integration Matters to Your Business

In this article, you will learn why missed follow-ups happen so often, why CRM SMS integration solves the root of the problem, and what steps you can take to put your follow-up process on autopilot.

What Tools To Connect to OpenAI with Albato
3 min. read

What Tools To Connect to OpenAI with Albato

In this article, you will learn what tools you can connect to ChatGPT(Open AI) with Albato to set up automated workflows for different use cases.

Artificial Intelligence Automation for Lead scoring, Sales, Marketing & Content
8 min. read

Artificial Intelligence Automation for Lead scoring, Sales, Marketing & Content

In this article, you will learn how to use AI and AI agents to automate your business processes. Discover top tools, benefits, and implementation strategies in this 2025 guide

How to Connect Fomo to Albato
4 min. read

How to Connect Fomo to Albato

Connect Fomo with Albato and sync your data with 800+ apps, including AI tools like ChatGPT and Gemini. This integration will help you to automate marketing campaigns, personalize user experiences, and boost engagement.