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.
Note: This article explains how to create the connection with RD Station CRM. If you want to connect RD Station Marketing, click here to see the detailed instructions.
Available Triggers
Triggers are the events that trigger the automation, All triggers run in real time, i,e, data is transferred in the moment the event occurs
- Deal status changed
- Get done tasks list
Available Actions
Actions are what Albato performs when your automation is running, Actions also allow you to transfer data to other apps and systems
- Search company/client
- Create company/client
- Search contact
- Create contact
- Update contact
- Create deal
- Update deal
- Custom API request
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.
- To get your Token, log into your RD Station CRM account in a new tab, click on your username (top right corner), and then click on Settings (Ajustes).
- On the next screen, click on Preferences.
- Then, go to the API Tokens tab.
Please, note: When the token button is disabled, all API or Webhook integrations of that user are irreversibly undone. Even if the user clicks again on Generate Token, a new code will be generated, and the integrations will need to be redone. Therefore, only use this button if you really intend to undo the integrations.
- Then, go to your Profile section.
- Click on Generate Token, and copy it.
- 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.
