Salesflare Salesflare Integrations

RD Station CRM and Salesflare

rdstation.com ↗

How to connect RD Station CRM

What you can automate

  • When webhook deal created in RD Station CRM, create an opportunity in Salesflare.
  • When webhook deal updated in RD Station CRM, create an opportunity in Salesflare.
  • When new Accounts in Salesflare, create company in RD Station CRM.
  • When new Opportunities in Salesflare, create deal in RD Station CRM.
  • When new Tasks in Salesflare, create task in RD Station CRM.

RD Station CRM operations on Make

Triggers (6)

Start a workflow when this happens

  • Webhook company create — Triggered when a new company is created.
  • Webhook company update — Triggered when a company is updated.
  • Webhook contact create — Triggered when a new contact is created.
  • Webhook contact update — Triggered when a deal is updated.
  • Webhook deal created — Triggered when a new deal is created.
Show 1 more triggers
  • Webhook deal updated — Webhook Deal Updated

Actions (13)

Things Salesflare can make it do

  • Create company — Creates a new company.
  • Create contact — Creates a new contact.
  • Create deal — Creates a new deal.
  • Create product — Creates a new product.
  • Create task — Creates a new task.
Show 8 more actions
  • Create webhook — Creates a new webhook.
  • Delete webhook — Deletes a webhook. This action cannot be undone.
  • Make an API Call — Sends a custom API call to RD Station. You can use this to call endpoints that aren’t covered by existing modules.
  • Update company — Updates a company.
  • Update contact — Updates a contact.
  • Update deal — Updates a deal.
  • Update task — Updates a task.
  • Update webhook — Updates a webhook.

Searches (16)

Look up existing records

  • Get company — Returns information about a specific company using its ID.
  • Get contact — Returns information about a specific contact using its ID.
  • Get deal — Returns information about a specific deal using its ID.
  • Get product — Returns information about a specific product using its ID.
  • Get task — Returns information about a specific task using its ID.
Show 11 more searches
  • Get webhook — Returns information about a specific webhook using its ID.
  • List Product — Returns a list of products.
  • List company — Returns a list of companies.
  • List contact — Returns a list of contacts.
  • List custom fields — Returns a list of custom fields.
  • List deal — Returns a list of deals.
  • List pipelines — Returns a list of pipelines.
  • List product in deal — Returns a list of products associated with a deal.
  • List source — Returns a list of sources.
  • List task — Returns a list of tasks.
  • List webhooks — Returns a list of webhooks.

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