RD Station CRM
22 min
rd station is a marketing automation platform that helps businesses manage leads, automate campaigns, and analyze results integrating with make com enables streamlined workflows, improved lead management, and enhanced marketing automation across multiple tools and platforms limited documentation we currently can't provide complete documentation for rd station crm because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from rd station crm and public sources to create detailed guides rd station crm modules y ou can choose from a list of available modules to build your create company adds a new company to your account create contact adds a new contact to your address book create deal creates a brand new deal in your account create product adds a new product to your store create task creates a brand new task for you to manage and track your work create webhook sets up a brand new webhook to receive data from other apps or services delete webhook permanently removes a webhook from your account please note that this action cannot be undone get company retrieves detailed information about a particular company based on its unique id get contact retrieves detailed information about a particular contact based on their unique id get deal retrieves detailed information about a particular deal when you provide its id get product retrieves detailed information about a particular product when you provide its id get task retrieves detailed information about a particular task when you provide its id get webhook retrieves detailed information about a particular webhook when you provide its id list product retrieves a list of all available products for you list company retrieves a list of all available companies from your account list contact retrieves a list of all your contacts list custom fields retrieves a list of all your custom fields, helping you see and manage the personalized data fields you've created list deal retrieves a list of all available deals from your account list pipelines retrieves and displays a list of all your pipelines list product in deal retrieves all the products linked to a specific deal list source retrieves a list of available sources for you to choose from list task retrieves a list of all your tasks, so you can easily view and manage them list webhooks retrieves and displays a list of all your available webhooks make an api call allows you to send a personalized api request to rd station, making it easy to access features or endpoints that aren’t available through the standard modules update company updates the details of an existing company update contact updates the details of an existing contact update deal updates the details of an existing deal update task updates the details of an existing task update webhook updates the settings or details of an existing webhook webhook company create triggers whenever a new company is added to your system webhook company update triggers when any details of a company are changed or updated webhook contact create this module activates whenever a new contact is added, letting you take action right away webhook contact update this module activates whenever any details of a deal are changed or updated webhook deal created triggers automatically whenever a new deal is added to your account webhook deal updated triggers when a deal is updated via webhook templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created rd station crm resources you can have access to more resources related to this app on the following links join discussions about rd station crm on make community https //community make com/search?q=rd%20station%20crmvisit rd station crm website https //www rdstation com/access rd station crm help documentation n/aview rd station crm api documentation https //developers rdstation com/en/visit rd station crm page on make https //www make com/en/integrations/rdstation help us improve this documentation have experience with rd station crm? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the make community https //community make com your feedback helps us create better documentation for everyone