Connect RD Station and Espo CRM
Integrate RD Station with Espo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in RD Station when New Lead in Espo CRM
Create Contact in RD Station when New Lead in Espo CRM
List Segmentations from RD Station when New Lead in Espo CRM
List Contacts in Segmentation in RD Station Segmentation when New Lead in Espo CRM
Create or Update Contact in RD Station when Lead Status Updated in Espo CRM
Popular RD Station + Espo CRM 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
Espo CRM
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Create or Update Contact in RD Station when New Lead in Espo CRM
Use this flowCreate Contact in RD Station when New Lead in Espo CRM
Use this flowList Segmentations from RD Station when New Lead in Espo CRM
Use this flowList Contacts in Segmentation in RD Station Segmentation when New Lead in Espo CRM
Use this flowCreate or Update Contact in RD Station when Lead Status Updated in Espo CRM
Use this flowCreate Contact in RD Station when Lead Status Updated in Espo CRM
Use this flowList Segmentations from RD Station when Lead Status Updated in Espo CRM
Use this flowList Contacts in Segmentation in RD Station Segmentation when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when New Contact Converted in RD Station
Use this flowGet Lead from Espo CRM when New Contact Converted in RD Station
Use this flowSupported Triggers & Actions
Everything you can automate between RD Station and Espo CRM.
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 Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
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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AI will build it for you
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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your RD Station and Espo CRM 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 Espo CRM 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 Espo CRM. No coding required.
Yes. You can set up a workflow where RD Station triggers actions in Espo CRM, and a separate workflow where Espo CRM 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 Espo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire RD Station and Espo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
