Connect RD Station and ClearCRM
Integrate RD Station with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in RD Station when New Customer in Clearcrm
Create Contact in RD Station when New Estimate in Clearcrm
Create or Update Contact in RD Station when New Invoice in Clearcrm
Create Contact in RD Station when New Invoice in Clearcrm
Create or Update Contact in RD Station when Get recent leads from ClearCRM
Popular RD Station + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
RD Station
When this happens...
New Contact Converted
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Create Contact in RD Station when New Customer in Clearcrm
Use this flowCreate Contact in RD Station when New Estimate in Clearcrm
Use this flowCreate or Update Contact in RD Station when New Invoice in Clearcrm
Use this flowCreate Contact in RD Station when New Invoice in Clearcrm
Use this flowCreate or Update Contact in RD Station when Get recent leads from ClearCRM
Use this flowCreate Contact in RD Station when Get recent leads from ClearCRM
Use this flowList Contacts in Segmentation in RD Station Segmentation when Get recent leads from ClearCRM
Use this flowCreate or Update Contact in RD Station when New Payment in Clearcrm
Use this flowCreate Contact in RD Station when New Proposal in Clearcrm
Use this flowList Segmentations from RD Station when New Proposal in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between RD Station and ClearCRM.
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.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your RD Station and ClearCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between RD Station and ClearCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClearCRM. No coding required.
Yes. You can set up a workflow where RD Station triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in RD Station. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between RD Station and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire RD Station and ClearCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
