RD Station automation for lead routing and campaign follow-up
Route new leads into RD Station, trigger campaign follow-ups, and sync conversion data so marketing and sales stay aligned.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in RD Station.
Update records in RD Station automatically when data changes in the apps your team already uses.
Log RD Station activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate RD Station
Ready-made flows built with RD Station — preview one, then make it yours.
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Ready to use RD Station automations
Triggers and Actions in RD Station Automations
viaSocket makes it simple to connect RD Station and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Converted
Runs when a contact converts via a chosen form or landing page.
New Contact Marked as Opportunity
Runs when a contact is marked as an opportunity in RD Station. Select a webhook URL to receive the event.
Do thisActions
Action is the task that follows automatically within your RD Station integrations.
Create or Update Contact
Create or update a contact using email; set name, phone, tags, and legal bases.
Create Contact
Create a new contact in RD Station with name, email, phone, tags, custom fields, and legal bases.
List Segmentations
List segmentations and paginate results by page and page size.
List Contacts in Segmentation
List contacts in a chosen segmentation; select segmentation, page, page size, and order.
Real-world use cases of RD Station integrations
See how RD Station integrates with popular apps to automate tasks and streamline your workflow.
Create HubSpot contacts when RD Station captures qualified leads from landing pages.
Send Gmail follow-ups when RD Station marks contacts ready for a sales call.
Post Slack alerts when RD Station records conversions from high-value campaigns.
Sync Google Sheets rows when RD Station updates daily conversion totals.
Update your CRM when RD Station moves contacts into nurturing segments.
Copy campaign results to your spreadsheet when RD Station exports monthly reporting.
How to get started with RD Station automations
Automate when something happens in RD Station
Login -> Create new flow -> Select trigger -> Search RD Station -> Choose the trigger from the list
Take action in RD Station when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search RD Station -> Choose the action from the list
Trigger
Action
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About RD Station
RD Station Marketing is Brazil's leading marketing automation platform. Manage contacts, run automation workflows, track conversions, and send targeted campaigns.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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