How to connect RD Station (Marketing) to Albato

Available Trigger

Triggers are events that start an automation. All webhook triggers run in real-time, meaning data is transferred as soon as the event occurs.

• Lead is marked as an opportunity
• New conversion event

Available Actions

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

• Create event "Chat started"
• Create event "Chat finished"
• Find Lead
• Create a new lead in your system.
• Update lead by ID
• Create conversion event
• Create event "Mark as opportunity"
• Create event "Mark opportunity as won"
• Create event "Mark opportunity as lost"
• Create/update contact
• Create/update a contact
• Create event "Order placed"
• Create event "Order placed with item"
• Create an event "Order placed with a product"
• Create event "Abandoned cart"
• Create event "Abandoned cart with item"
• Create an event "Abandoned cart with product"
• Find events associated with the contact
• Find the last event associated with the contact
• Update lead by Email

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

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

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.
Click the Continue button.

Next, click the Grant Albato access button.

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 and you can now create automations with RD Station.

There is no need to set up a webhook on the RD Station side because the webhook is automatically registered for webhook triggers when you start automation. However, if the data does not pass through automation, you can check and manually set up a webhook on the RD Station side.

Once you have generated the webhook in Albato, click on your newly created connection and copy the webhook.

In RD Station, click on the name of your account (top right corner) and select Integrations.

In Webhooks, click on Configure.

On the next screen, click Create Webhook. You will see a new screen with fields that need to be filled in:

• Name: Set a name for your integration.
• URL: Add the webhook generated in Albato.
• Trigger: Choose the trigger that will activate the notification sending:
  • Conversion
  • Opportunity

By clicking the "Save Webhook" button, you will be redirected to the configured Webhooks screen.
To verify the integration, click the Verify button.