In this article
RD Station CRM is a customer relationship management platform that helps businesses manage leads, deals, and sales pipelines. Connect RD Station CRM with Albato to integrate it with over 1000+ apps, including AI tools like ChatGPT and Claude. Follow the steps below to set it up.
Step-by-step instructions
- Log in to your Albato account.
- Go to the Apps section and click Add a connection.
- Search for RD Station CRM, select it, and click Add a connection again.
-
In a new tab, log in to your RD Station CRM account. Click on your username/avatar in the top-right corner. From the drop-down menu, select Profile. In your Profile, look for a section called Instance Token or API / Token. If a token has already been created, you’ll see it there — copy it. If not, click Generate Token (or similar) to create a new one.
-
Copy the generated token and return to Albato.
-
Paste your Token into the field on the Albato connection page and click Continue.
Your connection is ready, and you can now create automations with Albato and RD Station CRM. If you have any issues, contact support via the live chat on our website.
About RD Station CRM
RD Station CRM helps businesses manage the entire sales process.
With it, you can:
- Capture and organize leads automatically.
- Track sales opportunities through customizable pipelines.
- Automate follow-ups and reduce manual tasks.
- Generate detailed reports to measure sales performance.
